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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 %
MFW
651
Mosaic Family Wealth
Missouri
$434K +$64.2K +453 +17%
LA
652
Latitude Advisors
Florida
$432K +$566 +4 +0.1%
SC
653
Sepio Capital
Utah
$430K -$2.27K -16 -0.5%
BFA
654
Brendel Financial Advisors
New Hampshire
$426K
EHPM
655
Emery Howard Portfolio Management
California
$425K
MIM
656
Merrion Investment Management
New Jersey
$424K
BPCE
657
Bank Pictet & Cie (Europe)
Germany
$421K +$77.9K +550 +23%
AIC
658
Ameritas Investment Company
Nebraska
$418K +$418K +2,954 New
NPP
659
New Potomac Partners
Maryland
$418K +$43.9K +310 +12%
CCMD
660
Cypress Capital Management (Delaware)
Delaware
$414K
LHC
661
Little House Capital
Massachusetts
$412K +$412K +2,910 New
HIP
662
Harrell Investment Partners
Texas
$412K +$412K +2,910 New
WOSD
663
WFA of San Diego
California
$406K +$406K +2,867 New
STA
664
Summit Trail Advisors
New York
$405K +$130K +918 +47%
SWM
665
Segment Wealth Management
Texas
$403K
BFS
666
Bradley Foster & Sargent
Connecticut
$403K +$87.5K +617 +28%
AWM
667
Aries Wealth Management
Maine
$403K +$403K +2,775 New
SF
668
Synovus Financial
Georgia
$402K -$466K -3,294 -54%
GRP
669
Global Retirement Partners
California
$402K -$28.9K -204 -7%
GKWIM
670
Gerber Kawasaki Wealth & Investment Management
California
$400K +$55.1K +390 +16%
HA
671
HC Advisors
Georgia
$397K
CG
672
Cutler Group
California
$396K +$229K +1,617 +137%
SBSB
673
Sullivan, Bruyette, Speros & Blaney
Virginia
$395K +$81.9K +579 +26%
CCP
674
Corient Capital Partners
California
$393K +$145K +1,020 +58%
FFA
675
Fragasso Financial Advisors
Pennsylvania
$391K +$142 +1 +0%