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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 %
JWCA
576
J.W. Coons Advisors
Ohio
$462K +$46.2K +362 +11%
MWM
577
Merriman Wealth Management
Washington
$457K -$49.5K -388 -10%
SFG
578
StrategIQ Financial Group
Indiana
$457K -$33.4K -262 -7%
ST
579
Smithfield Trust
Pennsylvania
$457K – – –
FNBOO
580
First National Bank of Omaha
Nebraska
$451K – – –
FCMT
581
Founders Capital Management (Texas)
Texas
$444K +$444K +3,479 New
W
582
WealthStone
Ohio
$441K +$441K +3,458 New
ANTB
583
AMG National Trust Bank
Colorado
$440K – – –
WWM
584
Windsor Wealth Management
Indiana
$438K -$51K -400 -10%
MGIA
585
Moneta Group Investment Advisors
Missouri
$434K +$2.3K +18 +0.5%
DA
586
DCM Advisors
New York
$426K +$426K +3,340 New
MIC
587
Meridian Investment Counsel
California
$425K – – –
EL
588
Envoi LLC
Minnesota
$417K – – –
OWA
589
Octavia Wealth Advisors
Ohio
$416K +$416K +3,258 New
Neuberger Berman Group
590
Neuberger Berman Group
New York
$410K -$111K -870 -21%
IWC
591
Integrated Wealth Concepts
Massachusetts
$406K +$104K +813 +34%
WSCM
592
Wellington Shields Capital Management
New York
$402K -$15.3K -120 -4%
KOMWMG
593
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$402K +$510 +4 +0.1%
KBFS
594
Kohmann Bosshard Financial Services
Ohio
$399K +$399K +3,131 New
WDG
595
Wealth Dimensions Group
Ohio
$394K +$394K +3,091 New
SC
596
Sepio Capital
Utah
$389K – – –
LA
597
Latitude Advisors
Florida
$389K +$389K +3,048 New
GRP
598
Global Retirement Partners
California
$388K +$10.2K +80 +3%
RSWM
599
Robertson Stephens Wealth Management
California
$388K +$388K +3,046 New
Lido Advisors
600
Lido Advisors
California
$387K +$387K +3,041 New
22 23
24
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