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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 %
RWRC
526
R.W. Roge & Company
New York
$914K -$69.4K -490 -7%
EP
527
Eudaimonia Partners
Tennessee
$910K +$18.7K +132 +2%
FF
528
Friedenthal Financial
New Jersey
$898K +$41.5K +293 +5%
WOC
529
West Oak Capital
California
$896K
BOPW
530
Brandywine Oak Private Wealth
Pennsylvania
$884K +$3.54K +25 +0.4%
KIA
531
KCM Investment Advisors
California
$872K +$53.3K +376 +7%
FNBT
532
FineMark National Bank & Trust
Florida
$868K +$183K +1,293 +27%
EWM
533
Elmwood Wealth Management
California
$865K +$865K +6,107 New
WP
534
WealthPLAN Partners
Nebraska
$863K +$529K +3,556 +159%
TC
535
Trilogy Capital
California
$856K +$142K +1,005 +20%
SWM
536
SeaCrest Wealth Management
New York
$852K +$8.22K +58 +1%
BFS
537
Bard Financial Services
Connecticut
$850K
CAM
538
Cresset Asset Management
Illinois
$840K +$46.4K +328 +6%
CA
539
Cambridge Advisors
Nebraska
$833K -$47.3K -334 -5%
FHC
540
First Heartland Consultants
Missouri
$830K -$706K -4,981 -46%
ACP
541
Aveo Capital Partners
Colorado
$821K +$466K +3,289 +131%
XF
542
XML Financial
Maryland
$810K +$567 +4 +0.1%
SLWS
543
Swaine & Leidel Wealth Services
Florida
$806K +$58.1K +410 +8%
CA
544
CapWealth Advisors
Tennessee
$803K -$28.7K -203 -3%
WT
545
Whittier Trust
California
$801K +$772K +5,449 +2,632%
SWP
546
Summit Wealth Partners
Florida
$797K -$72.7K -513 -8%
HA
547
HYA Advisors
Missouri
$793K +$709 +5 +0.1%
SIC
548
Samalin Investment Counsel
New York
$791K +$58.4K +412 +8%
AC
549
Abbrea Capital
California
$790K +$142K +1,000 +22%
GA
550
GFS Advisors
Texas
$785K +$11.1K +78 +1%