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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 %
WTC
801
WhitTier Trust Company
Nevada
$203K +$203K +1,433 New
KPW
802
Kore Private Wealth
New York
$201K +$201K +1,419 New
OIA
803
Optimum Investment Advisors
Illinois
$196K +$284 +2 +0.1%
TCOV
804
Trust Company of Vermont
Vermont
$192K -$25K -176 -12%
FP
805
Financial Perspectives
Minnesota
$185K +$184K +26,022 +14,066%
WT
806
Washington Trust
Rhode Island
$183K +$19.7K +139 +12%
MIM
807
Macroview Investment Management
Maryland
$177K +$991 +7 +0.6%
AP
808
Arlington Partners
Alabama
$175K +$175K +1,237 New
VCM
809
Vigilant Capital Management
Maine
$170K
AL
810
ADE LLC
Maryland
$169K -$19.8K -140 -11%
SFA
811
Semmax Financial Advisors
North Carolina
$168K -$17.7K -125 -10%
CF
812
Centaurus Financial
California
$152K +$11.6K +82 +8%
BMD
813
Better Money Decisions
New Mexico
$152K +$152K +1,070 New
GSAM
814
Grant Street Asset Management
Pennsylvania
$149K +$125K +884 +526%
HCM
815
Highlander Capital Management
New Jersey
$147K +$28.3K +200 +24%
AF
816
Advisornet Financial
Minnesota
$137K -$5.96K -42 -4%
M
817
MOTCO
Texas
$136K
IFAM
818
Institutional & Family Asset Management
Colorado
$131K +$131K +923 New
DWA
819
Dougherty Wealth Advisers
Minnesota
$127K
GFPC
820
Global Financial Private Client
Florida
$122K
OC
821
Oakworth Capital
Alabama
$119K
EW
822
Element Wealth
Mississippi
$114K
EIP
823
Ellis Investment Partners
Pennsylvania
$112K +$424 +3 +0.4%
AWM
824
Atticus Wealth Management
Florida
$107K -$53.7K -380 -33%
RFA
825
Reilly Financial Advisors
California
$106K