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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 %
BCA
826
Berman Capital Advisors
Georgia
$106K
JFGIW
827
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$105K
HMS
828
Hanseatic Management Services
New Mexico
$104K +$73.4K +517 +239%
BFG
829
Baron Financial Group
New Jersey
$99.2K
SC
830
SouthState Corp
Florida
$99K
HDIM
831
Hanson & Doremus Investment Management
Vermont
$91K
TFGT
832
TS Financial Group (TSFG)
Illinois
$91K
RWB
833
RMR Wealth Builders
New Jersey
$91K +$91K +641 New
CWA
834
Clearview Wealth Advisors
Oregon
$90K +$41.1K +288 +84%
MWP
835
Meridian Wealth Partners
Pennsylvania
$88K +$1.71K +12 +2%
BC
836
Barnett & Company
Tennessee
$85K +$23K +163 +37%
POIA
837
Pin Oak Investment Advisors
Texas
$83K +$54.7K +386 +193%
AP
838
Atwood & Palmer
Missouri
$80K +$12.7K +90 +19%
PWA
839
Phoenix Wealth Advisors
North Carolina
$80K +$28.7K +200 +56%
RCM
840
Rain Capital Management
Oregon
$75K +$75K +532 New
BWP
841
Baldwin Wealth Partners
Massachusetts
$74K
HS
842
Horan Securities
United States
$73K -$159K -1,120 -69%
AIM
843
Axiom Investment Management
New York
$73K +$1.12K +8 +2%
SQA
844
Simon Quick Advisors
New Jersey
$73K +$17.6K +125 +32%
FFA
845
Freedman Financial Associates
Massachusetts
$71K
IWP
846
IAG Wealth Partners
Wisconsin
$69K -$28.6K -200 -29%
VBCG
847
Valley Brook Capital Group
Pennsylvania
$69K +$3.52K +25 +5%
MIH
848
Meitav Investment House
Israel
$68.4K +$62.8K +443,147 +1,108%
VCM
849
Versant Capital Management
Arizona
$68K
WLPWM
850
Walled Lake Planning & Wealth Management
Illinois
$68K +$61.8K +439 +998%