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Invesco S&P 500 Equal Weight ETF

979 hedge funds and large institutions have $17.3B invested in Invesco S&P 500 Equal Weight ETF in 2021 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 448 increasing their positions, 249 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+53
Holders Change %
+5.72%
% of All Funds
17.09%
Holding in Top 10
111
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.83%
% of All Funds
1.94%
New
104
Increased
448
Reduced
249
Closed
41
Calls
$106M
Puts
$146M
Net Calls
-$40.2M
Net Calls Change
-$29.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
151
NTV Asset Management
West Virginia
$12M +$816K +5,414 +7%
KWM
152
Keebeck Wealth Management
Illinois
$11.9M
FANJ
153
Financial Architects (New Jersey)
New Jersey
$11.8M -$168K -1,117 -1%
MA
154
Montag & Associates
Georgia
$11.7M -$391K -2,596 -3%
VLC
155
Van Leeuwen & Company
New Jersey
$11.7M -$1.57M -10,365 -12%
JG
156
Jefferies Group
New York
$11.6M -$659K -4,375 -5%
HI
157
Harbour Investments
Wisconsin
$11.6M +$795K +5,274 +7%
WCM
158
WealthBridge Capital Management
Ohio
$11.3M -$20.5K -136 -0.2%
PFO
159
Pathstone Family Office
New Jersey
$11.3M
IAA
160
Ironsides Asset Advisors
North Carolina
$11.3M
EH
161
Equitable Holdings
New York
$11.2M -$1.1M -7,274 -9%
OPS
162
Orion Portfolio Solutions
Nebraska
$11M -$884K -5,867 -7%
CAL
163
Capital Advisors Ltd
Ohio
$11M +$432K +2,868 +4%
Northern Trust
164
Northern Trust
Illinois
$11M +$9.66M +64,070 +718%
NEPWA
165
New England Private Wealth Advisors
Massachusetts
$10.7M +$6.24M +41,430 +142%
AWM
166
Apollon Wealth Management
South Carolina
$10.6M +$6.15M +40,828 +138%
SBL
167
Sargent Bickham Lagudis
Colorado
$10.6M -$594K -3,938 -5%
OC
168
Oppenheimer & Co
New York
$10.5M +$1.98M +13,163 +23%
Mariner
169
Mariner
Kansas
$10.4M +$893K +5,924 +9%
BMCM
170
Bryn Mawr Capital Management
Pennsylvania
$10.3M +$1.47M +9,730 +17%
FA
171
Fagan Associates
New York
$10.3M +$1.16M +7,687 +13%
PAG
172
Private Advisory Group
Washington
$9.97M +$6.12M +40,571 +159%
GEA
173
Glen Eagle Advisors
New Jersey
$9.95M +$735K +4,874 +8%
SMC
174
Smith, Moore & Co
Missouri
$9.92M -$135K -897 -1%
CFA
175
Carroll Financial Associates
North Carolina
$9.9M +$105K +697 +1%