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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 %
GI
901
Gradient Investments
Minnesota
$20K
CFO
902
CVA Family Office
Colorado
$18K +$18K +125 New
CCM
903
Covington Capital Management
California
$18K +$18K +130 New
AWM
904
Accel Wealth Management
Iowa
$14K
PFBT
905
Parkside Financial Bank & Trust
Missouri
$12K
HFA
906
Hoover Financial Advisors
Pennsylvania
$12K +$9.9K +66 +471%
PSB
907
Piscataqua Savings Bank
New Hampshire
$12K +$12K +87 New
SIS
908
Sound Income Strategies
Florida
$10.6K
LF
909
Lee Financial
Texas
$10K
HI
910
Hudock Inc
Pennsylvania
$9K
CCMW
911
Cypress Capital Management (Wyoming)
Wyoming
$9K
SWM
912
Sugarloaf Wealth Management
Georgia
$8.32K +$1.93K +13,595 +30%
MSFP
913
Mark Sheptoff Financial Planning
Connecticut
$7K -$7K -50 -50%
TFA
914
Transamerica Financial Advisors
Florida
$7K
PWMG
915
Prestige Wealth Management Group
New Jersey
$7K +$7K +52 New
PMFA
916
Plante Moran Financial Advisors
Michigan
$6K
MAM
917
McCarthy Asset Management
California
$6K
Lazard Asset Management
918
Lazard Asset Management
New York
$6K +$6K +44 New
CCA
919
Column Capital Advisors
Indiana
$5K
LWA
920
Lowe Wealth Advisors
Maryland
$4K -$81.3K -610 -95%
FMII
921
Farmers & Merchants Investments Inc
Nebraska
$4K +$1.14K +8 +40%
AMC
922
Asset Management Corp
Illinois
$3.86K -$103 -724 -3%
MWA
923
Moser Wealth Advisors
Washington
$2K +$2K +16 New
BWM
924
BerganKDV Wealth Management
Minnesota
$1K -$800 -8 -44%
RF
925
Robbins Farley
New Hampshire
$1K