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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 %
IC
726
Inscription Capital
Texas
$307K +$307K +2,166 New
MCA
727
Magnolia Capital Advisors
Mississippi
$306K
MFG
728
Merit Financial Group
Georgia
$305K +$305K +2,155 New
PAG
729
Pinnacle Advisory Group
Maryland
$302K +$77.7K +549 +35%
FFA
730
First Foundation Advisors
California
$296K
AWS
731
AJ Wealth Strategies
New York
$293K +$1.13K +8 +0.4%
HWMA
732
Heritage Wealth Management (Arizona)
Arizona
$290K +$290K +2,045 New
VFIC
733
Valley Forge Investment Consultants
Pennsylvania
$289K -$31.8K -224 -10%
KCM
734
Kanawha Capital Management
Virginia
$289K
MC
735
Moors & Cabot
Massachusetts
$287K -$374K -2,638 -57%
CAM
736
Cubic Asset Management
Massachusetts
$287K +$42.5K +300 +17%
ISL
737
Ingalls & Snyder LLC
New York
$284K
DWM
738
Destination Wealth Management
California
$283K
AC
739
Asio Capital
Kentucky
$283K
HFA
740
High Falls Advisors
New York
$282K -$2.27K -16 -0.8%
TCA
741
Transcend Capital Advisors
New Jersey
$279K +$61.5K +428 +28%
NCM
742
Nelson Capital Management
California
$275K
PFGIA
743
Patriot Financial Group Insurance Agency
Massachusetts
$271K +$61.5K +434 +29%
MPM
744
Meritage Portfolio Management
Kansas
$270K
WIA
745
Westbourne Investment Advisors
Maryland
$269K
LW
746
Linscomb Wealth
Texas
$268K -$17.1K -121 -6%
RWM
747
Ritholtz Wealth Management
New York
$267K +$267K +1,885 New
AFC
748
AFT Forsyth & Company
Florida
$266K +$284 +2 +0.1%
AA
749
Advisory Alpha
Michigan
$262K -$35.1K -248 -12%
CSPIA
750
Cary Street Partners Investment Advisory
Virginia
$262K +$262K +1,853 New