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Invesco S&P 500 Equal Weight ETF

979 hedge funds and large institutions have $17.3B invested in Invesco S&P 500 Equal Weight ETF in 2021 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 448 increasing their positions, 249 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+53
Holders Change %
+5.72%
% of All Funds
17.09%
Holding in Top 10
111
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.83%
% of All Funds
1.94%
New
104
Increased
448
Reduced
249
Closed
41
Calls
$106M
Puts
$146M
Net Calls
-$40.2M
Net Calls Change
-$29.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NL
351
NEPC LLC
Massachusetts
$3.01M +$3.01M +20,000 New
FCM
352
Firestone Capital Management
Florida
$2.99M +$690K +4,580 +30%
AOWM
353
Alpha Omega Wealth Management
Virginia
$2.97M +$133K +885 +5%
FNBOMD
354
First National Bank of Mount Dora
Florida
$2.97M
BEAM
355
Baker Ellis Asset Management
Washington
$2.93M -$274K -1,820 -9%
PFP
356
Pinnacle Financial Partners
Tennessee
$2.9M
PWA
357
Pinnacle Wealth Advisors
Tennessee
$2.9M +$2.9M +19,258 New
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$2.86M
MIM
359
MTM Investment Management
South Carolina
$2.86M +$1.53M +10,143 +115%
B
360
Bailard
California
$2.8M
KWM
361
Kingsview Wealth Management
Oregon
$2.8M +$381K +2,513 +16%
Simplex Trading
362
Simplex Trading
Illinois
$2.79M +$535K +3,547 +24%
9WM
363
9258 Wealth Management
Ohio
$2.78M +$627K +4,161 +29%
CC
364
Courier Capital
New York
$2.78M +$533K +3,535 +24%
ACP
365
Ashfield Capital Partners
California
$2.76M -$1.81K -12 -0.1%
GW
366
GW & Wade
Massachusetts
$2.76M +$14.5K +96 +0.5%
NL
367
NVWM LLC
Pennsylvania
$2.76M +$225K +1,493 +9%
ONB
368
Old National Bancorp
Indiana
$2.74M +$1.05M +6,947 +62%
FF
369
Friedenthal Financial
New Jersey
$2.73M +$1.77M +11,771 +186%
MWA
370
Martel Wealth Advisors
Washington
$2.7M -$323K -2,141 -11%
KW
371
KWB Wealth
California
$2.66M +$10.1K +71 +0.4%
AR
372
Advisory Research
Illinois
$2.65M -$9.66M -64,079 -78%
CG
373
Caprock Group
Idaho
$2.63M +$3.17K +21 +0.1%
DIM
374
Delta Investment Management
California
$2.61M +$29.7K +197 +1%
US Bancorp
375
US Bancorp
Minnesota
$2.6M +$979K +6,491 +60%