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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 %
ETI
776
Enterprise Trust & Investment
California
$227K
MCM
777
Mainstay Capital Management
Michigan
$227K +$227K +1,605 New
OCM
778
Orser Capital Management
Texas
$222K +$222K +1,565 New
VAS
779
Vestmark Advisory Solutions
Massachusetts
$222K +$222K +1,568 New
MFW
780
Meristem Family Wealth
Minnesota
$220K +$220K +1,555 New
GGS
781
Galvin Gaustad & Stein
Arizona
$219K +$219K +1,547 New
NDSI
782
Newman Dignan & Sheerar Inc
Rhode Island
$218K -$63K -445 -22%
HG
783
Harbor Group
New Hampshire
$217K +$217K +1,482 New
MWPCG
784
Measured Wealth Private Client Group
New Hampshire
$216K -$30.8K -218 -12%
SDWMA
785
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K +$215K +1,515 New
BSW
786
Buckingham Strategic Wealth
Missouri
$215K +$215K +1,521 New
MA
787
Mutual Advisors
Nebraska
$214K +$214K +1,511 New
WA
788
WealthTrust Axiom
Pennsylvania
$213K -$135K -950 -39%
GSWM
789
Golden State Wealth Management
California
$213K +$213K +1,507 New
SFG
790
Sowa Financial Group
Rhode Island
$212K +$212K +1,499 New
AIM
791
Acropolis Investment Management
Missouri
$211K
DMC
792
Drexel Morgan & Co
Pennsylvania
$211K +$211K +1,490 New
FC
793
Ferris Capital
Massachusetts
$210K +$210K +1,483 New
EM
794
Excalibur Management
Massachusetts
$208K +$208K +1,468 New
JWM
795
JGP Wealth Management
Oregon
$208K +$208K +1,470 New
TA
796
Townsend & Associates
Colorado
$207K +$207K +1,463 New
RIL
797
Rothschild Investment LLC
Illinois
$205K +$205K +1,445 New
FCFS
798
First Command Financial Services
Texas
$204K
FCB
799
First Command Bank
Texas
$204K
FCI
800
Financial Counselors Inc
Kansas
$203K -$130K -914 -39%