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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

849 hedge funds and large institutions have $9.52B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 294 increasing their positions, 225 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+160
Holders Change %
+23.22%
% of All Funds
15.06%
Holding in Top 10
92
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+73.58%
% of All Funds
1.63%
New
209
Increased
294
Reduced
225
Closed
39
Calls
$33.1M
Puts
$179M
Net Calls
-$146M
Net Calls Change
-$84M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$275M
2
SEI Investments
SEI Investments
Pennsylvania
+$172M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$153M
4
Wells Fargo
Wells Fargo
California
+$93.5M
5
KeyBank National Association
KeyBank National Association
Ohio
+$83.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$268M
2
UBS Group
UBS Group
Switzerland
-$146M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$140M
4
HI
Horizon Investments
North Carolina
-$87.5M
5
CPO
Cerity Partners OCIO
New York
-$68.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
551
MAI Capital Management
Ohio
$557K – – –
CAM
552
Carret Asset Management
New York
$554K +$7.01K +55 +1%
PPA
553
Parametric Portfolio Associates
Washington
$552K -$84.5K -662 -13%
DY
554
Dowling & Yahnke
California
$551K – – –
CC
555
Courier Capital
New York
$540K +$540K +4,236 New
PP
556
Patten & Patten
Tennessee
$535K -$37.6K -295 -7%
DI
557
Disciplined Investments
Oklahoma
$535K +$138K +1,085 +35%
SB
558
Sunflower Bank
Texas
$535K +$535K +4,195 New
WA
559
Wealth Architects
California
$527K +$38.4K +301 +8%
BG
560
Berry Group
Massachusetts
$522K +$119K +930 +29%
BDF
561
Black Diamond Financial
Maryland
$520K +$9.82K +77 +2%
SFP
562
Sterling Financial Planning
New Jersey
$520K +$520K +4,079 New
MFGP
563
Marshall Financial Group (Pennsylvania)
Pennsylvania
$517K +$2.04K +16 +0.4%
TW
564
TrinityPoint Wealth
Connecticut
$516K -$83.3K -638 -14%
WC
565
Wexford Capital
Florida
$508K +$508K +3,986 New
FNBOSM
566
First National Bank of South Miami
Florida
$492K – – –
WP
567
WMS Partners
Maryland
$490K +$130K +1,021 +36%
RWG
568
Regal Wealth Group
California
$487K -$16.7K -131 -3%
KNW
569
Kesler Norman & Wride
Utah
$485K +$485K +3,800 New
DCM
570
Donaldson Capital Management
Indiana
$469K +$469K +3,675 New
JIC
571
Johnson Investment Counsel
Ohio
$465K +$118K +923 +34%
PWM
572
Paulson Wealth Management
Illinois
$464K -$12.1K -95 -3%
WWM
573
Wagner Wealth Management
South Carolina
$463K +$463K +3,634 New
TSS
574
Two Sigma Securities
New York
$462K -$1.89M -14,832 -80%
DLCIG
575
D.L. Carlson Investment Group
New Hampshire
$462K -$16.6K -130 -3%
21 22
23
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