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Invesco S&P 500 Equal Weight ETF

483 hedge funds and large institutions have $6.03B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 180 increasing their positions, 177 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 177

3.86% less ownership

Funds ownership: 45.33%41.47% (-3.9%)

12% less capital invested

Capital invested by funds: $6.81B → $6.03B (-$784M)

12% less funds holding

Funds holding: 548483 (-65)

22% less funds holding in top 10

Funds holding in top 10: 8264 (-18)

36% less call options, than puts

Call options by funds: $11M | Put options by funds: $17.3M

55% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 112

Holders
483
Holders Change
-65
Holders Change %
-11.86%
% of All Funds
11.07%
Holding in Top 10
64
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.95%
% of All Funds
1.47%
New
50
Increased
180
Reduced
177
Closed
112
Calls
$11M
Puts
$17.3M
Net Calls
-$6.25M
Net Calls Change
-$6.12M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
226
Arete Wealth Advisors
Illinois
$1.31M -$229K -2,234 -14%
HSA
227
HBK Sorce Advisory
Pennsylvania
$1.29M +$102K +998 +8%
SAM
228
Seelaus Asset Management
New Jersey
$1.25M +$103K +1,010 +9%
RC
229
Roundview Capital
New Jersey
$1.24M +$41.2K +403 +3%
PA
230
PFG Advisors
Arizona
$1.22M +$75.4K +737 +6%
CFA
231
Cahill Financial Advisors
Minnesota
$1.21M -$55.7K -544 -4%
WF
232
WealthTrust Fairport
Ohio
$1.21M -$2.25M -21,982 -64%
BFEC
233
Benjamin F. Edwards & Company
Missouri
$1.2M -$388K -3,793 -24%
Citadel Advisors
234
Citadel Advisors
Florida
$1.2M +$567K +5,539 +85%
SG
235
StoneX Group
New York
$1.19M -$6.34K -62 -0.5%
VWA
236
V Wealth Advisors
Kansas
$1.18M +$37.5K +366 +3%
MWM
237
Merriman Wealth Management
Washington
$1.18M +$1.22M +11,880 New
BMM
238
Buffington Mohr McNeal
Idaho
$1.16M -$37K -362 -3%
HK
239
Horizon Kinetics
New York
$1.15M -$108K -1,051 -8%
Goldman Sachs
240
Goldman Sachs
New York
$1.15M -$5.07M -49,526 -81%
AC
241
Alexandria Capital
Virginia
$1.15M -$23.2K -227 -2%
IWM
242
IHT Wealth Management
Illinois
$1.13M +$21.2K +207 +2%
Wolverine Trading
243
Wolverine Trading
Illinois
$1.13M +$229K +2,236 +24%
TA
244
Tiedemann Advisors
New York
$1.12M +$921 +9 +0.1%
PWA
245
Peterson Wealth Advisors
Utah
$1.12M -$33.4K -326 -3%
SPIA
246
Steward Partners Investment Advisory
New York
$1.1M +$34.9K +341 +3%
LSA
247
L & S Advisors
California
$1.08M -$200K -1,950 -15%
AWM
248
AllSquare Wealth Management
New York
$1.08M +$66.9K +654 +6%
NCM
249
Nelson Capital Management
California
$1.07M +$1.1M +10,793 New
PGWM
250
Parisi Gray Wealth Management
New Jersey
$1.06M -$171K -1,675 -13%