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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 %
IF
626
Ironwood Financial
Arizona
$350K +$137K +1,074 +64%
EWM
627
Evercore Wealth Management
New York
$344K – – –
NPP
628
New Potomac Partners
Maryland
$337K +$59.7K +468 +22%
TI
629
Tidal Investments
Wisconsin
$335K -$36.3K -285 -10%
RRWA
630
Rainey & Randall Wealth Advisors
Florida
$335K +$1.4K +11 +0.4%
CIAS
631
CFS Investment Advisory Services
New Jersey
$333K +$333K +2,610 New
CA
632
Calton & Associates
Florida
$333K +$333K +2,614 New
MFW
633
Mosaic Family Wealth
Missouri
$332K -$15.7K -123 -5%
NEAM
634
New England Asset Management
Connecticut
$332K +$332K +2,600 New
SW
635
SteelPeak Wealth
California
$332K +$332K +2,602 New
DOA
636
D'Orazio & Associates
Virginia
$327K -$96K -754 -23%
SFG
637
SevenBridge Financial Group
Pennsylvania
$327K – – –
LWM
638
Lyell Wealth Management
California
$323K +$38.3K +300 +13%
CSIC
639
Clifford Swan Investment Counsel
California
$322K – – –
ACP
640
Aveo Capital Partners
Colorado
$319K -$12.7K -100 -4%
FBFS
641
First Business Financial Services
Wisconsin
$319K – – –
AAS
642
Annex Advisory Services
Wisconsin
$319K +$44.8K +351 +16%
Franklin Resources
643
Franklin Resources
California
$318K -$2.5M -19,597 -89%
PP
644
Pegasus Partners
Wisconsin
$315K +$315K +2,470 New
WA
645
WealthTrust Axiom
Pennsylvania
$312K +$312K +2,454 New
GKWIM
646
Gerber Kawasaki Wealth & Investment Management
California
$311K – – –
BPCE
647
Bank Pictet & Cie (Europe)
Germany
$309K +$309K +2,421 New
LWA
648
Lenox Wealth Advisors
New York
$305K – – –
JF
649
JSF Financial
California
$305K – – –
WEC
650
Winslow Evans & Crocker
Massachusetts
$304K +$304K +2,382 New
24 25
26
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