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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
VC
301
Vicus Capital
Pennsylvania
$547K -$158K -1,545 -22%
SBWM
302
Sunflower Bank Wealth Management
Arizona
$546K
CCT
303
Country Club Trust
Missouri
$546K +$561K +5,485 New
IWA
304
Intercontinental Wealth Advisors
Texas
$541K +$117K +1,142 +27%
WA
305
Waverly Advisors
Alabama
$529K -$7.47K -73 -1%
DY
306
Dowling & Yahnke
California
$527K
SWM
307
SeaCrest Wealth Management
New York
$523K +$14.9K +146 +3%
PP
308
Patten & Patten
Tennessee
$520K -$3.58K -35 -0.7%
JFM
309
Jackson Financial Management
California
$515K
KA
310
Kovack Advisors
Florida
$510K +$102K +997 +24%
DWM
311
Dakota Wealth Management
Florida
$508K -$1.89M -18,482 -78%
Barclays
312
Barclays
United Kingdom
$499K +$48K +469 +10%
FI
313
FormulaFolio Investments
Michigan
$490K +$14K +137 +3%
EWF
314
Epstein & White Financial
California
$479K -$1.02K -10 -0.2%
LRPA
315
L. Roy Papp & Associates
Arizona
$473K +$486K +4,753 New
AA
316
Ancora Advisors
Ohio
$467K +$480K +4,688 New
GWM
317
Greenwich Wealth Management
Connecticut
$465K -$138K -1,345 -22%
TH
318
Timber Hill
Connecticut
$464K -$20.5K -200 -4%
BAM
319
Belpointe Asset Management
Nevada
$463K -$280K -2,736 -37%
GKWIM
320
Gerber Kawasaki Wealth & Investment Management
California
$462K -$200K -1,950 -30%
GLA
321
Good Life Advisors
Pennsylvania
$459K -$16K -156 -3%
GP
322
Girard Partners
Pennsylvania
$446K -$56.1K -548 -11%
CP
323
Castleview Partners
Texas
$442K +$454K +4,439 New
LBC
324
Lowe Brockenbrough & Co
Virginia
$437K
BIA
325
Biondo Investment Advisors
Pennsylvania
$436K +$80.8K +790 +22%