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Invesco S&P 500 Equal Weight ETF

849 hedge funds and large institutions have $9.52B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 294 increasing their positions, 225 reducing their positions, and 39 closing their positions.

Holders
849
Holders Change
+160
Holders Change %
+23.22%
% of All Funds
15.07%
Holding in Top 10
92
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+73.58%
% of All Funds
1.63%
New
209
Increased
294
Reduced
225
Closed
39
Calls
$33.1M
Puts
$179M
Net Calls
-$146M
Net Calls Change
-$84M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.12B 8,784,787 +2,155,052 +33%
Bank of America
2
Bank of America
North Carolina
$646M 5,067,257 -124,895 -2%
Wells Fargo
3
Wells Fargo
California
$449M 3,517,207 +732,746 +26%
UBS Group
4
UBS Group
Switzerland
$438M 3,433,961 -1,147,941 -25%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$430M 3,369,274 -1,097,411 -25%
CFFNO
6
Common Fund For Nonprofit Organizations
Connecticut
$308M 2,413,000 +2,413,000 New
KeyBank National Association
7
KeyBank National Association
Ohio
$248M 1,947,196 +658,092 +51%
Goldman Sachs
8
Goldman Sachs
New York
$221M 1,732,429 -2,098,525 -55%
Invesco
9
Invesco
Georgia
$187M 1,464,731 +496,544 +51%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$173M 1,354,513 -2,184 -0.2%
SEI Investments
11
SEI Investments
Pennsylvania
$172M 1,349,048 +1,349,048 New
LIA
12
LBMC Investment Advisors
Tennessee
$161M 1,259,287 +12,800 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
13
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$155M 1,215,000 +1,201,500 +8,900%
RJA
14
Raymond James & Associates
Florida
$152M 1,192,940 +149,722 +14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$144M 1,127,391 +238,349 +27%
LPL Financial
16
LPL Financial
California
$140M 1,096,620 +94,638 +9%
Osaic Holdings
17
Osaic Holdings
Arizona
$118M 927,786 +41,872 +5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$111M 873,628 +191,352 +28%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$102M 797,069 +128,866 +19%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$100M 786,768 +198,287 +34%
CIA
21
Choate Investment Advisors
Massachusetts
$95.6M 749,929 +20,509 +3%
SFI
22
SPC Financial Inc
Maryland
$86.9M 681,187 +113,520 +20%
Ameriprise
23
Ameriprise
Minnesota
$84.4M 661,947 +19,140 +3%
TAM
24
Tucker Asset Management
Colorado
$82.3M 645,012 +645,012 New
Truist Financial
25
Truist Financial
North Carolina
$74.7M 585,583 +292,318 +100%