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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
BWL
251
Bogart Wealth LLC
Virginia
$2K
APWM
252
Atlas Private Wealth Management
New York
$1K -$30.6K -1,320 -98%
FWP
253
FAS Wealth Partners
Kansas
$1K
VHAM
254
Van Hulzen Asset Management
California
-$3.18M -150,810 Closed
SC
255
Scotia Capital
Ontario, Canada
-$3M -142,260 Closed
SIA
256
Strategic Investment Advisors
Michigan
-$2.12M -100,730 Closed
AA
257
Apriem Advisors
California
-$1.5M -71,010 Closed
TI
258
tru Independence
Oregon
-$491K -23,320 Closed
FHC
259
First Heartland Consultants
Missouri
-$252K -11,990 Closed
FHA
260
Flagship Harbor Advisors
Massachusetts
-$115K -5,460 Closed
LWA
261
Lenox Wealth Advisors
New York
-$63K -3,000 Closed
RFA
262
Reilly Financial Advisors
California
-$58K -2,750 Closed
CSPIA
263
Cary Street Partners Investment Advisory
Virginia
-$51K -2,440 Closed
TPWA
264
TRUE Private Wealth Advisors
Oregon
-$31K -1,480 Closed
BFEC
265
Benjamin F. Edwards & Company
Missouri
-$21K -1,020 Closed
NNP
266
Nachman Norwood & Parrott
South Carolina
-$6K -270 Closed
PCG
267
Private Capital Group
Connecticut
-$4K -180 Closed
SXL
268
Summit X LLC
Missouri
-$421 -60 Closed
GA
269
GoalVest Advisory
New York
+$232 +10 New
SIAG
270
Safeguard Investment Advisory Group
California
+$464 +20 New