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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
$1.12B
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
$155M
4
Wells Fargo
Wells Fargo
California
$449M
5
KeyBank National Association
KeyBank National Association
Ohio
$248M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$221M
2
UBS Group
UBS Group
Switzerland
$438M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$430M
4
HI
Horizon Investments
North Carolina
$0
5
CPO
Cerity Partners OCIO
New York
$8.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
651
Personal Capital Advisors
California
$304K +$304K +2,384 New
HP
652
HT Partners
Connecticut
$301K -$382 -3 -0.1%
FCI
653
Financial Counselors Inc
Kansas
$299K -$57K -447 -16%
AFAS
654
Acorn Financial Advisory Services
Virginia
$297K +$2.04K +16 +0.7%
WP
655
WealthPLAN Partners
Nebraska
$295K – – –
GI
656
GS Investments
Minnesota
$294K -$766 -6 -0.3%
WJA
657
Willis Johnson & Associates
Texas
$293K +$293K +2,300 New
MPIA
658
Mountain Pacific Investment Advisers
Idaho
$292K +$292K +2,287 New
CA
659
Capital Advantage
California
$290K -$1.78K -14 -0.6%
SCM
660
Schnieders Capital Management
California
$290K – – –
QC
661
QCM Cayman
Texas
$288K +$23.3K +183 +9%
VFIC
662
Valley Forge Investment Consultants
Pennsylvania
$288K +$288K +2,262 New
CL
663
CPWM LLC
Washington
$287K -$1.27K -10 -0.4%
BFS
664
Bradley Foster & Sargent
Connecticut
$284K – – –
TCOT
665
Trust Company of Toledo
Ohio
$284K +$25.1K +197 +10%
SBSB
666
Sullivan, Bruyette, Speros & Blaney
Virginia
$282K – – –
EWM
667
Empirical Wealth Management
Washington
$281K +$255 +2 +0.1%
LFA
668
Legend Financial Advisors
Pennsylvania
$281K +$1.02K +8 +0.4%
AFIA
669
America First Investment Advisors
Nebraska
$279K +$510 +4 +0.2%
MCA
670
Magnolia Capital Advisors
Mississippi
$275K – – –
RWA
671
Ropes Wealth Advisors
Massachusetts
$274K +$274K +2,149 New
AA
672
Advisory Alpha
Michigan
$268K +$268K +2,100 New
FFA
673
First Foundation Advisors
California
$267K -$49.8K -390 -16%
WWS
674
Wellington Wealth Strategies
Indiana
$266K +$266K +1,688 New
CPWA
675
Cerro Pacific Wealth Advisors
California
$264K +$264K +2,069 New
25 26
27
28 29