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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
NRS
51
Neville Rodie & Shaw
New York
$2.95M +$389K +16,750 +17%
EFSCE
52
Enterprise Financial Services Corp (EFSC)
Missouri
$2.91M
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$2.9M +$146K +6,310 +6%
VWA
54
Visionary Wealth Advisors
Illinois
$2.82M -$828K -35,690 -24%
ECA
55
Elevated Capital Advisors
Utah
$2.67M +$1.12M +48,290 +84%
Truist Financial
56
Truist Financial
North Carolina
$2.67M -$758K -32,670 -24%
JP Morgan Chase
57
JP Morgan Chase
New York
$2.54M -$9.29M -400,160 -80%
ACG
58
Allen Capital Group
Nebraska
$2.42M -$94.7K -4,080 -4%
HFM
59
Hartford Financial Management
Connecticut
$2.41M
MCM
60
Monument Capital Management
Virginia
$2.31M -$49.4K -2,130 -2%
AssetMark Inc
61
AssetMark Inc
California
$2.29M +$1.1M +47,400 +110%
BFO
62
Biltmore Family Office
North Carolina
$2.25M
AFG
63
Albion Financial Group
Utah
$2.24M -$41.1K -1,770 -2%
CA
64
Cetera Advisors
Colorado
$2.22M +$299K +12,890 +17%
HighTower Advisors
65
HighTower Advisors
Illinois
$2.1M +$257K +11,090 +16%
MML Investors Services
66
MML Investors Services
Massachusetts
$2.08M -$118K -5,100 -6%
PAG
67
Private Advisor Group
New Jersey
$2.06M +$487K +20,980 +35%
ASN
68
Advisory Services Network
Georgia
$2.04M +$517K +22,280 +38%
SPFA
69
Summit Place Financial Advisors
New Jersey
$2.03M -$410K -17,650 -18%
VBFG
70
Vishria Bird Financial Group
Tennessee
$1.89M -$38.5K -1,660 -2%
Goldman Sachs
71
Goldman Sachs
New York
$1.85M +$104K +4,470 +7%
CCM
72
Ciovacco Capital Management
Georgia
$1.84M +$1.68M +72,570 New
OL
73
Optas LLC
Texas
$1.82M -$40.8K -1,760 -2%
TWM
74
Tradition Wealth Management
Minnesota
$1.75M +$1.61M +69,210 New
CCM
75
Cribstone Capital Management
Maine
$1.75M +$7.89K +340 +0.5%