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Invesco S&P 500 Equal Weight ETF

926 hedge funds and large institutions have $14.4B invested in Invesco S&P 500 Equal Weight ETF in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 400 increasing their positions, 245 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+77
Holders Change %
+9.07%
% of All Funds
16.31%
Holding in Top 10
109
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.48%
% of All Funds
1.92%
New
138
Increased
400
Reduced
245
Closed
48
Calls
$154M
Puts
$165M
Net Calls
-$11.1M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
451
HHM Wealth Advisors
Tennessee
$1.35M +$70.8K +500 +6%
FA
452
Fermata Advisors
California
$1.35M +$1.35M +9,546 New
Citadel Advisors
453
Citadel Advisors
Florida
$1.34M +$289K +2,040 +27%
AIS
454
American Investment Services
Massachusetts
$1.34M +$1.34M +9,425 New
BMC
455
Beaton Management Company
Massachusetts
$1.32M +$29K +205 +2%
ACI
456
Alpha Cubed Investments
California
$1.32M +$29.6K +209 +2%
SAM
457
Seelaus Asset Management
New Jersey
$1.32M -$432K -3,046 -25%
AWE
458
Avidian Wealth Enterprises
Texas
$1.31M -$382K -2,698 -23%
IAN
459
Integrated Advisors Network
Texas
$1.31M +$902K +6,366 +222%
CFS
460
CRA Financial Services
New Jersey
$1.31M +$464K +3,276 +55%
FHB
461
First Hawaiian Bank
Hawaii
$1.3M
FAT
462
First American Trust
California
$1.29M -$107K -755 -8%
FHA
463
Flagship Harbor Advisors
Massachusetts
$1.27M +$1.27M +8,973 New
Northern Trust
464
Northern Trust
Illinois
$1.26M -$4.83M -34,076 -79%
SIA
465
Strategic Investment Advisors
Michigan
$1.26M -$77.5K -547 -6%
OPA
466
Old Port Advisors
Maine
$1.26M -$106K -747 -8%
MIM
467
MTM Investment Management
South Carolina
$1.25M +$1.25M +8,825 New
LFF
468
Level Four Financial
Texas
$1.24M -$236K -1,666 -16%
ATC
469
Argent Trust Co
Tennessee
$1.23M +$142K +1,000 +13%
Franklin Resources
470
Franklin Resources
California
$1.23M +$872K +6,157 +247%
AWA
471
Arkadios Wealth Advisors
Georgia
$1.22M +$12.2K +86 +1%
PCA
472
Pallas Capital Advisors
Massachusetts
$1.21M +$1.21M +8,033 New
LWAC
473
Laurel Wealth Advisors (California)
California
$1.21M +$159K +1,122 +15%
CCM
474
Colorado Capital Management
Colorado
$1.2M -$93.1K -657 -7%
WC
475
Weil Company
California
$1.2M -$54.8K -387 -4%