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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 %
WA
551
Waverly Advisors
Alabama
$781K -$12.2K -82 -2%
PM
552
Penbrook Management
New York
$778K
WP
553
WealthSource Partners
California
$759K +$2.55K +18 +0.3%
DI
554
Diligent Investors
California
$756K +$68.5K +484 +10%
Neuberger Berman Group
555
Neuberger Berman Group
New York
$756K +$300K +2,120 +66%
SL
556
Salomon & Ludwin
Virginia
$754K +$754K +5,324 New
GLA
557
Good Life Advisors
Pennsylvania
$752K +$11.3K +80 +2%
BIM
558
Bridges Investment Management
Nebraska
$750K
ACM
559
Ategra Capital Management
Virginia
$749K
LWM
560
Lyell Wealth Management
California
$747K +$388K +2,741 +108%
CAM
561
Concorde Asset Management
Michigan
$744K +$744K +5,249 New
TPW
562
Tiller Private Wealth
Pennsylvania
$735K -$129K -910 -15%
TW
563
Transform Wealth
Colorado
$727K -$124K -873 -15%
TA
564
TruWealth Advisors
Louisiana
$712K -$29.9K -211 -4%
MHR
565
Matthew Hamilton Rosenberg
$709K -$708 -5 -0.1%
GC
566
Gratus Capital
Georgia
$708K
WCAMG
567
Woodard & Company Asset Management Group
North Carolina
$704K -$50.1K -354 -7%
SSB
568
Sandy Spring Bank
Maryland
$701K -$8.5K -60 -1%
Barclays
569
Barclays
United Kingdom
$701K +$701K +4,950 New
Kovitz Investment Group Partners
570
Kovitz Investment Group Partners
Illinois
$693K
PFWA
571
Paces Ferry Wealth Advisors
Georgia
$691K -$8.64K -61 -1%
CW
572
CreativeOne Wealth
Kansas
$691K +$50.7K +358 +8%
AWA
573
Alta Wealth Advisors
Massachusetts
$683K
PWP
574
Principle Wealth Partners
Connecticut
$676K
S
575
SignatureFD
Georgia
$672K -$76.4K -539 -10%