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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 %
TAM
501
Townsend Asset Management
North Carolina
$1.02M +$128K +902 +14%
CIC
502
Cornercap Investment Counsel
Georgia
$1.02M +$1.02M +7,180 New
GFS
503
GYL Financial Synergies
Connecticut
$1.01M
BJL
504
Brighton Jones LLC
Washington
$998K +$33.9K +239 +4%
AI
505
AXS Investments
New York
$992K +$992K +7,000 New
SPI
506
Santori & Peters Inc
Pennsylvania
$991K -$63.5K -448 -6%
GSC
507
G&S Capital
Colorado
$990K +$990K +6,989 New
DWM
508
Dakota Wealth Management
Florida
$984K +$351K +2,480 +56%
BB
509
Busey Bank
Illinois
$981K
KA
510
Kovack Advisors
Florida
$980K -$642K -4,534 -40%
MGIA
511
Moneta Group Investment Advisors
Missouri
$980K +$498K +3,515 +103%
CWM
512
Cornerstone Wealth Management
Missouri
$973K -$142 -1 -0%
SIC
513
Shoker Investment Counsel
Ohio
$969K -$35.5K -251 -4%
WIA
514
World Investment Advisors
California
$969K
TFS
515
Thoroughbred Financial Services
Tennessee
$957K +$198K +1,395 +26%
AWM
516
AllSquare Wealth Management
New York
$955K -$22.4K -158 -2%
BIA
517
Biondo Investment Advisors
Pennsylvania
$944K +$18K +127 +2%
KPWS
518
Kestra Private Wealth Services
Texas
$942K -$82.7K -584 -8%
MFA
519
Mayflower Financial Advisors
Massachusetts
$940K +$12.5K +88 +1%
MAFM
520
Mid Atlantic Financial Management
Pennsylvania
$940K +$273K +1,927 +41%
Vontobel Holding
521
Vontobel Holding
Switzerland
$935K -$70.8K -500 -7%
SSC
522
Syverson Strege & Co
Iowa
$935K
WAP
523
Wealthcare Advisory Partners
Pennsylvania
$929K +$71K +501 +8%
BPC
524
Banque Pictet & Cie
Switzerland
$927K +$506K +3,570 +120%
CS
525
Cannell & Spears
New York
$922K +$922K +6,509 New