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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 %
CFAM
576
Center For Asset Management
Florida
$669K -$388K -2,739 -37%
W
577
WealthStone
Ohio
$665K +$176K +1,240 +36%
BCP
578
Blue Chip Partners
Michigan
$659K +$2.98K +21 +0.5%
NFG
579
Next Financial Group
Texas
$656K -$217K -1,532 -25%
Toronto Dominion Bank
580
Toronto Dominion Bank
Ontario, Canada
$646K +$646K +4,562 New
SAF
581
Smith Anglin Financial
Texas
$645K -$6.94K -49 -1%
IWC
582
Integrated Wealth Concepts
Massachusetts
$642K +$190K +1,343 +42%
WS
583
Wedbush Securities
California
$637K +$234K +1,650 +58%
PPP
584
Private Portfolio Partners
New Jersey
$634K -$38K -268 -6%
PPA
585
Parametric Portfolio Associates
Washington
$629K +$15.6K +110 +3%
CPIG
586
Chicago Partners Investment Group
Illinois
$629K +$629K +4,241 New
SSW
587
Smith Shellnut Wilson
Mississippi
$627K -$282K -1,992 -31%
PWA
588
Peterson Wealth Advisors
Utah
$626K
IFWM
589
Institute for Wealth Management
Colorado
$622K -$175K -1,238 -22%
MCM
590
MAI Capital Management
Ohio
$619K
CAM
591
Carret Asset Management
New York
$616K
DY
592
Dowling & Yahnke
California
$612K
Thrivent Financial for Lutherans
593
Thrivent Financial for Lutherans
Minnesota
$611K -$170K -621 -22%
BSA
594
Braun Stacey Associates
New York
$611K -$57.3K -405 -9%
HKAM
595
Horizon Kinetics Asset Management
New York
$610K -$445K -3,142 -42%
Lido Advisors
596
Lido Advisors
California
$610K +$179K +1,265 +42%
FNBOSM
597
First National Bank of South Miami
Florida
$598K +$51.5K +363 +9%
AC
598
Applied Capital
Arkansas
$598K +$598K +4,220 New
SB
599
Sunflower Bank
Texas
$594K
DCM
600
Donaldson Capital Management
Indiana
$581K +$60.2K +425 +12%