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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 %
TCM
851
Tradewinds Capital Management
Washington
$67K +$67K +475 New
MCA
852
Mercer Capital Advisers
New Jersey
$64K -$71.1K -500 -53%
JWBC
853
John W. Brooker & Co
California
$64K
WPA
854
West Paces Advisors
Georgia
$63K +$63K +445 New
MPCG
855
Matrix Private Capital Group
New York
$61K
PB
856
Pinnacle Bancorp
Nebraska
$60K
FA
857
Fortis Advisors
Pennsylvania
$60K +$60K +425 New
SFSIG
858
San Francisco Sentry Investment Group
California
$58K
AF
859
Allworth Financial
California
$57K
NFSG
860
Newbridge Financial Services Group
Florida
$56K +$141 +1 +0.3%
AWM
861
Avior Wealth Management
Nebraska
$56K +$283 +2 +0.5%
SWA
862
Sutton Wealth Advisors
Florida
$52.7K
SIM
863
Sonora Investment Management
Arizona
$50K -$16.3K -116 -25%
PWM
864
Prentice Wealth Management
New York
$50K +$50K +355 New
PCG
865
Private Capital Group
Connecticut
$42K -$98K -700 -70%
QCG
866
Quadrant Capital Group
Ohio
$42K +$42K +300 New
ACA
867
Atlas Capital Advisors
Wyoming
$40.6K
AW
868
Avion Wealth
Texas
$40K -$12.5K -89 -24%
WWM
869
Wolff Wiese Magana
California
$39K
ME
870
McIlrath & Eck
Washington
$37K
PP
871
PrairieView Partners
Minnesota
$35K
MAM
872
Meeder Asset Management
Ohio
$35K +$35K +247 New
LDFR
873
Lehman & Derafelo Financial Resources
Pennsylvania
$33K -$4.37K -31 -12%
1IA
874
1834 Investment Advisors
Wisconsin
$33K
FWM
875
Focused Wealth Management
New York
$33K +$18.5K +129 +128%