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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
Wells Fargo
1
Wells Fargo
California
$136M +$43.3M +1,866,610 +54%
Bank of America
2
Bank of America
North Carolina
$80.8M -$5.46M -235,360 -7%
AIM
3
Astor Investment Management
Illinois
$57.2M +$22.1M +951,020 +73%
UBS Group
4
UBS Group
Switzerland
$50.9M -$2.48M -107,050 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$48.3M +$17.2M +739,290 +64%
RJA
6
Raymond James & Associates
Florida
$42.6M +$987K +42,510 +3%
Morgan Stanley
7
Morgan Stanley
New York
$39.8M +$3.18M +137,120 +10%
BFG
8
Bouchey Financial Group
New York
$32.8M +$444K +19,150 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$28.6M +$6.96M +299,730 +36%
LPL Financial
10
LPL Financial
California
$27.6M +$3.76M +162,080 +18%
AWM
11
AE Wealth Management
Kansas
$24.8M +$12.9M +554,930 +131%
SS
12
Simplicity Solutions
Minnesota
$24.4M +$12.6M +542,340 +129%
BWFA
13
Baltimore-Washington Financial Advisors
Maryland
$16.1M +$1.62M +69,610 +12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$14.7M -$172K -7,400 -1%
DWM
15
Destination Wealth Management
California
$12.4M -$110K -4,720 -1%
Ameriprise
16
Ameriprise
Minnesota
$11.7M +$71.9K +3,100 +0.7%
ICM
17
Islay Capital Management
Texas
$9.54M -$195K -8,390 -2%
SAM
18
SignalPoint Asset Management
Missouri
$8.83M -$326K -14,050 -4%
GM
19
GeoWealth Management
Illinois
$8.77M +$3.69M +159,190 +85%
FFWA
20
FRG Family Wealth Advisors
Washington
$8.44M -$120K -5,150 -2%
BAAM
21
Baker Avenue Asset Management
California
$8.19M +$890K +38,340 +13%
SI
22
Stephens Inc
Arkansas
$8.01M +$556K +23,970 +8%
AI
23
Atria Investments
North Carolina
$7.28M +$1.61M +69,300 +32%
CWA
24
Centennial Wealth Advisory
Michigan
$7.13M +$6.52M +281,010 New
JIR
25
James Investment Research
Ohio
$6.96M +$6.37M +274,400 New