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Invesco S&P 500 Equal Weight ETF

415 hedge funds and large institutions have $4.91B invested in Invesco S&P 500 Equal Weight ETF in 2016 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 106 reducing their positions, and 24 closing their positions.

Holders
415
Holders Change
+49
Holders Change %
+13.39%
% of All Funds
10.39%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
1.3%
New
78
Increased
162
Reduced
106
Closed
24
Calls
$5.41M
Puts
$4.98M
Net Calls
+$424K
Net Calls Change
-$4.9M
Name Market Value Shares Shares
Change
Shares
Change %
IP
301
Investment Partners
Ohio
$351K 4,050 -537 -12%
MCA
302
Mercer Capital Advisers
New Jersey
$350K 4,045 -770 -16%
Luther King Capital Management (LKCM)
303
Luther King Capital Management (LKCM)
Texas
$350K 4,039
DI
304
Diligent Investors
California
$350K 4,041 +991 +32%
AWM
305
AE Wealth Management
Kansas
$348K 4,012 +4,012 New
WP
306
WealthSource Partners
California
$341K 3,932 +95 +2%
MCI
307
McDonald Capital Investors
California
$334K 3,850
MIC
308
Meridian Investment Counsel
California
$331K 3,823
JWM
309
Jacobus Wealth Management
Wisconsin
$329K 3,793 -296 -7%
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$318K 3,670 +2,215 +152%
PP
311
Patten & Patten
Tennessee
$315K 3,630 +3,630 New
AW
312
ACG Wealth
Georgia
$309K 3,567 +3,567 New
GAM
313
Garrison Asset Management
Arkansas
$304K 3,512 +1 +0%
TSWM
314
Triangle Securities Wealth Management
North Carolina
$298K 3,445 +3,445 New
NFG
315
Nations Financial Group
Iowa
$295K 3,405 -3,017 -47%
Truist Financial
316
Truist Financial
North Carolina
$294K 3,391 -1,320 -28%
MA
317
Menlo Advisors
California
$290K 3,350
TCOV
318
Trust Company of Vermont
Vermont
$283K 3,271 +503 +18%
EWM
319
Empirical Wealth Management
Washington
$270K 3,120
CFA
320
Capstone Financial Advisors
Illinois
$270K 3,120 +3,120 New
Bessemer Group
321
Bessemer Group
New Jersey
$257K 2,957 +1,657 +127%
CFA
322
Carroll Financial Associates
North Carolina
$255K 2,951 -127 -4%
PFP
323
Pinnacle Financial Partners
Tennessee
$251K 2,898 -895 -24%
WSFS
324
Wilmington Savings Fund Society
Delaware
$251K 2,895
BFS
325
Bradley Foster & Sargent
Connecticut
$250K 2,888 -267 -8%