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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 %
FFG
626
Ford Financial Group
California
$497K +$497K +3,511 New
IA
627
IFG Advisory
Georgia
$495K +$495K +3,495 New
FUBT
628
First United Bank & Trust
Maryland
$494K +$259K +1,831 +110%
WSCM
629
Wellington Shields Capital Management
New York
$492K +$46.4K +328 +10%
EHC
630
Everett Harris & Co
California
$492K +$248K +1,750 +101%
ANTB
631
AMG National Trust Bank
Colorado
$489K
Fifth Third Bancorp
632
Fifth Third Bancorp
Ohio
$486K +$77.2K +545 +19%
SW
633
SteelPeak Wealth
California
$485K +$117K +823 +32%
MPIA
634
Mountain Pacific Investment Advisers
Idaho
$483K +$159K +1,120 +49%
I
635
INVST
Indiana
$475K +$475K +3,202 New
RWG
636
Regal Wealth Group
California
$471K -$69.2K -489 -13%
WWM
637
Windsor Wealth Management
Indiana
$471K -$16.2K -114 -3%
AIM
638
Anchor Investment Management
South Carolina
$466K +$296K +2,090 +175%
OWA
639
Octavia Wealth Advisors
Ohio
$462K
MWM
640
Modera Wealth Management
New Jersey
$457K +$59.5K +420 +15%
TC
641
TownSquare Capital
Utah
$456K +$456K +3,221 New
CP
642
Camelot Portfolios
Ohio
$453K +$453K +3,201 New
FCMT
643
Founders Capital Management (Texas)
Texas
$451K -$42.4K -299 -9%
KOMWMG
644
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$447K +$708 +5 +0.2%
IF
645
Ironwood Financial
Arizona
$447K +$58.1K +410 +15%
KBFS
646
Kohmann Bosshard Financial Services
Ohio
$444K
CA
647
Calton & Associates
Florida
$442K +$71.8K +507 +19%
WDG
648
Wealth Dimensions Group
Ohio
$438K +$566 +4 +0.1%
HCM
649
Hengehold Capital Management
Ohio
$434K +$20K +141 +5%
WMP
650
Wealth Management Partners
Arizona
$434K +$20.3K +141 +5%