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Invesco S&P 500 Equal Weight Technology ETF

254 hedge funds and large institutions have $969M invested in Invesco S&P 500 Equal Weight Technology ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 65 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

42% more capital invested

Capital invested by funds: $681M → $969M (+$288M)

39.94% more ownership

Funds ownership: 370.7%410.63% (+40%)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more funds holding

Funds holding: 226254 (+28)

20% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 81

Holders
254
Holders Change
+28
Holders Change %
+12.39%
% of All Funds
4.49%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
46
Increased
65
Reduced
81
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
226
Kings Point Capital Management
New York
$27K
FPW
227
Flagship Private Wealth
Massachusetts
$26.8K +$24.6K +1,060 New
William Blair & Company
228
William Blair & Company
Illinois
$26K
CFO
229
CVA Family Office
Colorado
$25K
FBT
230
First Bank & Trust
South Dakota
$25K
FRA
231
Front Row Advisors
California
$23K
HPC
232
HM Payson & Co
Maine
$21K
BBPWM
233
Blue Bell Private Wealth Management
Pennsylvania
$20K
AF
234
Advisornet Financial
Minnesota
$19K
POIA
235
Pin Oak Investment Advisors
Texas
$19K
OIA
236
Optimum Investment Advisors
Illinois
$15K
LWA
237
Lowe Wealth Advisors
Maryland
$14K
AAP
238
Arax Advisory Partners
Colorado
$13K
BWA
239
Burt Wealth Advisors
Maryland
$13K
PFO
240
Pathstone Family Office
New Jersey
$13K
TIM
241
Tortoise Investment Management
New York
$13K
WCAMG
242
Woodard & Company Asset Management Group
North Carolina
$13K +$11.6K +500 New
SMG
243
Spectrum Management Group
Indiana
$12K
HR
244
Howe & Rusling
New York
$8K
CYG
245
Clean Yield Group
Vermont
$7K +$6.03K +260 New
PA
246
Parallel Advisors
California
$6K
SWM
247
Sugarloaf Wealth Management
Georgia
$6K
VFA
248
Valeo Financial Advisors
Indiana
$5K
KFS
249
Kelly Financial Services
Massachusetts
$4.83K
LF
250
Lee Financial
Texas
$4K