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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 %
QCIG
676
Quad-Cities Investment Group
Iowa
$387K +$387K +2,735 New
CWA
677
Capital Wealth Alliance
Arizona
$384K -$10K -71 -3%
PCA
678
Personal Capital Advisors
California
$384K +$46.3K +327 +14%
SBIA
679
Sheaff Brock Investment Advisors
Indiana
$383K -$29.2K -206 -7%
EWM
680
Evercore Wealth Management
New York
$382K
VAG
681
VisionPoint Advisory Group
Texas
$382K +$115K +811 +43%
LAS
682
Lloyd Advisory Services
Georgia
$377K -$640K -4,522 -63%
GHAM
683
Gilman Hill Asset Management
Connecticut
$376K -$1.6M -11,313 -81%
RRWA
684
Rainey & Randall Wealth Advisors
Florida
$374K +$1.28K +9 +0.3%
TI
685
Tidal Investments
Wisconsin
$372K
FNBSF
686
First National Bank Sioux Falls
South Dakota
$371K -$56K -395 -13%
NEAM
687
New England Asset Management
Connecticut
$368K
TFCP
688
Twin Focus Capital Partners
Massachusetts
$366K -$284K -2,000 -44%
PG
689
Patten Group
Tennessee
$365K +$126K +887 +52%
Bessemer Group
690
Bessemer Group
New Jersey
$365K +$328K +2,317 +891%
CICI
691
Capital Investment Counsel Inc
North Carolina
$365K +$365K +2,575 New
DOA
692
D'Orazio & Associates
Virginia
$364K
SFG
693
SevenBridge Financial Group
Pennsylvania
$363K
WJA
694
Willis Johnson & Associates
Texas
$363K +$36.9K +260 +11%
AAS
695
Annex Advisory Services
Wisconsin
$361K +$7.22K +51 +2%
CSIC
696
Clifford Swan Investment Counsel
California
$358K +$142 +1 +0%
FBFS
697
First Business Financial Services
Wisconsin
$354K
ST
698
Smithfield Trust
Pennsylvania
$353K -$156K -1,098 -31%
BG
699
Benedetti & Gucer
Georgia
$353K +$353K +2,498 New
AP
700
Americana Partners
Texas
$351K +$351K +2,480 New