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Invesco S&P 500 Equal Weight ETF

433 hedge funds and large institutions have $5.49B invested in Invesco S&P 500 Equal Weight ETF in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 202 increasing their positions, 112 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+18
Holders Change %
+4.34%
% of All Funds
10.8%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
1.37%
New
55
Increased
202
Reduced
112
Closed
31
Calls
$10.5M
Puts
$5.21M
Net Calls
+$5.26M
Net Calls Change
+$4.84M
Name Holding Trade Value Shares
Change
Shares
Change %
KC
326
Kingfisher Capital
North Carolina
$340K -$1.19M -13,040 -78%
BIAS
327
Beacon Investment Advisory Services
New Jersey
$336K +$91.6K +1,010 +37%
FWM
328
Frontier Wealth Management
Missouri
$326K -$172K -1,891 -34%
CFG
329
Cambridge Financial Group
Ohio
$323K -$933K -10,275 -74%
NFG
330
Nations Financial Group
Iowa
$309K
MA
331
Menlo Advisors
California
$304K
WSFS
332
Wilmington Savings Fund Society
Delaware
$296K +$32.8K +361 +12%
NFG
333
Nadler Financial Group
Illinois
$293K +$34.6K +382 +13%
IP
334
Investment Partners
Ohio
$289K -$78.4K -864 -21%
WEC
335
Winslow Evans & Crocker
Massachusetts
$279K +$151K +1,664 +118%
GHA
336
GW Henssler & Associates
Georgia
$275K -$553K -6,085 -67%
TRCT
337
Tower Research Capital (TRC)
New York
$269K +$269K +2,969 New
CFA
338
Capstone Financial Advisors
Illinois
$268K -$15.4K -170 -5%
CFA
339
Carroll Financial Associates
North Carolina
$268K
CB
340
Chemical Bank
Michigan
$258K
SWM
341
Segment Wealth Management
Texas
$258K +$258K +2,844 New
CFB
342
Cullen/Frost Bankers
Texas
$255K +$10.4K +115 +4%
MWP
343
MYCIO Wealth Partners
Pennsylvania
$252K
AW
344
ACG Wealth
Georgia
$251K -$73.4K -807 -23%
GAM
345
Garrison Asset Management
Arkansas
$251K -$68.2K -750 -21%
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$247K +$140K +1,540 +131%
ONB
347
Old National Bancorp
Indiana
$245K
GWCM
348
Godshalk Welsh Capital Management
Pennsylvania
$245K +$245K +2,700 New
BPCE
349
Bank Pictet & Cie (Europe)
Germany
$244K
RSA
350
Robertson Stephens Advisors
California
$242K