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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
PC
251
Palo Capital
California
$1.06M +$1.09M +10,686 New
BMC
252
Beaton Management Company
Massachusetts
$1.06M -$11.3K -110 -1%
AWE
253
Avidian Wealth Enterprises
Texas
$1.04M -$82.1K -802 -7%
FHB
254
First Hawaiian Bank
Hawaii
$1.03M -$27K -264 -2%
MIM
255
Marco Investment Management
Georgia
$1.03M +$11.8K +115 +1%
DT
256
Diversified Trust
Tennessee
$992K +$614 +6 +0.1%
Lido Advisors
257
Lido Advisors
California
$969K -$1.43M -14,022 -59%
1832 Asset Management
258
1832 Asset Management
Ontario, Canada
$949K
AFP
259
Ausdal Financial Partners
Iowa
$942K +$277K +2,709 +40%
PWMAG
260
Pinnacle Wealth Management Advisory Group
New Jersey
$937K +$964K +9,420 New
FA
261
FDx Advisors
Illinois
$915K -$5.36M -52,352 -85%
Northern Trust
262
Northern Trust
Illinois
$902K -$182K -1,778 -16%
PCIA
263
Prime Capital Investment Advisors
Kansas
$891K +$216K +2,107 +31%
PFM
264
Probabilities Fund Management
New York
$874K +$64.5K +630 +8%
MWM
265
Meridian Wealth Management
Kentucky
$854K +$18.6K +182 +2%
XS
266
XML Securities
Maryland
$837K +$140K +1,368 +19%
BSA
267
Braun Stacey Associates
New York
$813K +$25.6K +250 +3%
CAS
268
Cue Advisory Services
Arizona
$811K -$634K -6,200 -43%
VFA
269
Valeo Financial Advisors
Indiana
$804K -$20.5K -200 -2%
Bessemer Group
270
Bessemer Group
New Jersey
$799K +$11.1K +108 +1%
SIAS
271
Shine Investment Advisory Services
Colorado
$798K +$1.02K +10 +0.1%
SSB
272
Sandy Spring Bank
Maryland
$795K -$126K -1,229 -13%
DWM
273
Darwin Wealth Management
Florida
$788K -$4.43M -43,298 -85%
GRP
274
Global Retirement Partners
California
$785K -$90.3K -882 -10%
FNBT
275
FineMark National Bank & Trust
Florida
$784K -$57.1K -558 -7%