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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 %
BDF
601
Black Diamond Financial
Maryland
$578K
SFP
602
Sterling Financial Planning
New Jersey
$578K +$708 +5 +0.1%
MFGP
603
Marshall Financial Group (Pennsylvania)
Pennsylvania
$576K +$1.7K +12 +0.3%
CAL
604
Capital Analysts LLC
Pennsylvania
$566K -$95.7K -675 -14%
WWM
605
Wagner Wealth Management
South Carolina
$564K +$49.5K +350 +10%
CL
606
COWA LLC
Oklahoma
$549K -$1.17M -16,177 -68%
WA
607
Wealth Architects
California
$548K -$36.8K -260 -6%
TW
608
TrinityPoint Wealth
Connecticut
$548K -$11.9K -84 -2%
IA
609
Insight Advisors
Pennsylvania
$545K +$545K +3,674 New
DLCIG
610
D.L. Carlson Investment Group
New Hampshire
$544K +$30.5K +215 +6%
KNW
611
Kesler Norman & Wride
Utah
$538K
JWCA
612
J.W. Coons Advisors
Ohio
$533K +$21.2K +150 +4%
First Manhattan
613
First Manhattan
New York
$530K -$112K -795 -18%
DI
614
Disciplined Investments
Oklahoma
$528K -$66.7K -471 -11%
AL
615
ACAS LLC
California
$527K +$527K +3,719 New
WCG
616
Weaver Consulting Group
California
$525K +$525K +3,703 New
PWM
617
Paulson Wealth Management
Illinois
$524K -$8.94K -61 -2%
JIC
618
Johnson Investment Counsel
Ohio
$517K
GI
619
Glovista Investments
New Jersey
$509K -$6.29M -44,510 -93%
MIC
620
Meridian Investment Counsel
California
$508K +$35.4K +250 +8%
SFG
621
StrategIQ Financial Group
Indiana
$507K
MWM
622
Merriman Wealth Management
Washington
$505K -$1.98K -14 -0.4%
RRA
623
Round Rock Advisors
Connecticut
$502K +$75.9K +536 +18%
FNBOO
624
First National Bank of Omaha
Nebraska
$500K
PP
625
Patten & Patten
Tennessee
$499K -$94.9K -670 -16%