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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

556 hedge funds and large institutions have $6.65B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 159 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+73
Holders Change %
+15.11%
% of All Funds
12.75%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1.58%
New
122
Increased
159
Reduced
177
Closed
45
Calls
$5.15M
Puts
$6.07M
Net Calls
-$918K
Net Calls Change
+$5.33M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$114M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$109M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$50.4M
4
CA
4
Cetera Advisors
Colorado
$48.9M
5
HCA
5
Heck Capital Advisors
Wisconsin
$31.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$639M
2
WMG
2
WESCAP Management Group
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$713M
4
CTC
4
Central Trust Company
Missouri
$0
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
326
Baldwin Investment Management
Pennsylvania
$680K – – –
Barclays
327
Barclays
United Kingdom
$674K +$164K +1,606 +32%
KA
328
Klingman & Associates
New York
$667K – – –
STA
329
Summit Trail Advisors
New York
$658K +$658K +6,460 New
UB
330
UMB Bank
Missouri
$648K -$60.2K -591 -9%
SFP
331
Shepherd Financial Partners
Massachusetts
$616K +$295K +2,899 +92%
PM
332
Penbrook Management
New York
$610K – – –
BAM
333
Berkshire Asset Management
Pennsylvania
$595K – – –
GT
334
Glenview Trust
Kentucky
$592K – – –
BCP
335
Blue Chip Partners
Michigan
$590K +$509 +5 +0.1%
FNBOO
336
First National Bank of Omaha
Nebraska
$584K -$3.46K -34 -0.6%
RWM
337
RKL Wealth Management
Pennsylvania
$576K +$576K +5,652 New
MAA
338
Mraz Amerine & Associates
California
$560K +$560K +5,500 New
SBWM
339
Sunflower Bank Wealth Management
Arizona
$559K – – –
CA
340
Clearstead Advisors
Ohio
$554K -$1.32M -13,004 -71%
TSS
341
Two Sigma Securities
New York
$552K -$2.18M -21,393 -80%
BTNA
342
Bremer Trust National Association
Minnesota
$552K -$20.6K -202 -4%
WA
343
Waverly Advisors
Alabama
$542K – – –
DY
344
Dowling & Yahnke
California
$540K – – –
DWM
345
Dakota Wealth Management
Florida
$540K +$19.6K +192 +4%
GC
346
Gratus Capital
Georgia
$537K +$537K +5,271 New
BA
347
Birinyi Associates
Connecticut
$536K -$50.9K -500 -9%
WA
348
Wealth Architects
California
$530K +$530K +5,200 New
Cerity Partners
349
Cerity Partners
New York
$530K +$530K +5,204 New
JFM
350
Jackson Financial Management
California
$527K – – –
12 13
14
15 16