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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 %
BHWM
701
Bay Harbor Wealth Management
Maryland
$348K -$572K -4,036 -62%
PA
702
Parallel Advisors
California
$348K -$55.6K -393 -14%
SAM
703
Selway Asset Management
$340K +$340K +2,400 New
JF
704
JSF Financial
California
$338K
VA
705
Valmark Advisers
Ohio
$336K -$71.7K -506 -18%
CL
706
CPWM LLC
Washington
$336K +$16.7K +118 +5%
HP
707
HT Partners
Connecticut
$333K -$1.27K -9 -0.4%
AFIA
708
America First Investment Advisors
Nebraska
$333K +$23.5K +166 +8%
AUB
709
Atlantic Union Bankshares
Virginia
$331K +$53.1K +375 +19%
AFAS
710
Acorn Financial Advisory Services
Virginia
$330K
GI
711
GS Investments
Minnesota
$326K
CAI
712
Capital Advisors Inc
Oklahoma
$324K +$90.6K +639 +39%
RSWM
713
Robertson Stephens Wealth Management
California
$323K -$108K -762 -25%
GA
714
Gateway Advisory
New Jersey
$322K -$4.04M -28,525 -93%
SCM
715
Schnieders Capital Management
California
$322K
CA
716
Capital Advantage
California
$321K -$3.12K -22 -1%
RWA
717
Ropes Wealth Advisors
Massachusetts
$321K
AIC
718
Ayalon Insurance Company
Israel
$320K +$320K +2,236 New
GWM
719
Greenwich Wealth Management
Connecticut
$320K +$320K +2,262 New
ACM
720
Alamar Capital Management
California
$319K +$80.3K +566 +34%
TCOT
721
Trust Company of Toledo
Ohio
$316K
EWM
722
Empirical Wealth Management
Washington
$312K +$142 +1 +0%
NCM
723
Noesis Capital Mangement
Florida
$311K +$311K +2,193 New
Cerity Partners
724
Cerity Partners
New York
$308K +$308K +2,177 New
LWA
725
Lenox Wealth Advisors
New York
$307K -$31.9K -225 -9%