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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
MA
26
Mutual Advisors
Nebraska
$6.75M +$1.46M +63,050 +31%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$6.59M +$1.38M +59,620 +30%
CCM
28
Condor Capital Management
New Jersey
$6.51M -$15.6K -670 -0.3%
FFN
29
Focus Financial Network
Minnesota
$6.1M +$83.3K +3,590 +2%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.8M -$485K -20,880 -8%
Citigroup
31
Citigroup
New York
$5.54M -$19K -820 -0.4%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$5.3M -$75K -3,230 -2%
DWM
33
Dakota Wealth Management
Florida
$5.02M +$628K +27,070 +16%
CI
34
Cavalier Investments
Georgia
$4.68M +$4.28M +184,410 New
JPLA
35
Joseph P. Lucia & Associates
New York
$4.65M -$160K -6,880 -4%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$4.42M +$476K +20,510 +13%
SRC
37
Sage Rhino Capital
California
$4.35M -$44.6K -1,920 -1%
OWA
38
Outlook Wealth Advisors
Texas
$4.09M +$2.01M +86,510 +116%
KAS
39
Kestra Advisory Services
Texas
$4.04M +$962K +41,450 +35%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$3.94M -$58.7K -2,530 -2%
Stifel Financial
41
Stifel Financial
Missouri
$3.85M +$125K +5,400 +4%
SBL
42
Sargent Bickham Lagudis
Colorado
$3.78M -$108K -4,650 -3%
EPWM
43
Essex Private Wealth Management
Massachusetts
$3.68M -$503K -21,690 -13%
CAL
44
Capital Analysts LLC
Pennsylvania
$3.64M +$29.7K +1,280 +0.9%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$3.6M +$296K +12,760 +10%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$3.29M -$437K -18,840 -13%
APC
47
Aspire Private Capital
North Carolina
$3.26M +$1.56M +67,300 +110%
PWA
48
Providence Wealth Advisors
Illinois
$3.19M +$350K +15,060 +13%
1832 Asset Management
49
1832 Asset Management
Ontario, Canada
$3.15M +$2.9M +124,780 New
FEM
50
Fulcrum Equity Management
Texas
$3.13M -$33K -1,420 -1%