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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

628 hedge funds and large institutions have $6.06B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 192 increasing their positions, 219 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+57
Holders Change %
+9.98%
% of All Funds
14.01%
Holding in Top 10
79
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.22%
% of All Funds
1.76%
New
125
Increased
192
Reduced
219
Closed
65
Calls
$4.43M
Puts
$8.29M
Net Calls
-$3.86M
Net Calls Change
-$47.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$55.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$87.1M
3
HWA
Heritage Wealth Advisors
Virginia
$48.4M
4
WMG
WESCAP Management Group
California
$20.5M
5
SRC
Shufro Rose & Co
New York
$19.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
$27.7M
2
Bank of America
Bank of America
North Carolina
$530M
3
PI
PFS Investments
Georgia
$15.6M
4
SFI
SPC Financial Inc
Maryland
$11.4M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
351
FineMark National Bank & Trust
Florida
$773K +$52.7K +577 +7%
VFA
352
Valeo Financial Advisors
Indiana
$769K -$14.7K -161 -2%
GFS
353
GYL Financial Synergies
Connecticut
$768K +$768K +8,407 New
GA
354
GFS Advisors
Texas
$760K -$570K -6,231 -43%
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$754K -$57.5K -630 -7%
FWP
356
FAS Wealth Partners
Kansas
$741K +$360K +3,943 +95%
SIAS
357
Shine Investment Advisory Services
Colorado
$736K +$914 +10 +0.1%
SSW
358
Smith Shellnut Wilson
Mississippi
$729K -$2.84K -31 -0.4%
CA
359
Cambridge Advisors
Nebraska
$711K – – –
Bessemer Group
360
Bessemer Group
New Jersey
$700K – – –
MF
361
Manchester Financial
California
$699K +$699K +7,649 New
KIA
362
KCM Investment Advisors
California
$698K -$640 -7 -0.1%
CSPIA
363
Cary Street Partners Investment Advisory
Virginia
$689K +$689K +7,543 New
BWCS
364
Beirne Wealth Consulting Services
Connecticut
$688K +$688K +7,526 New
BB
365
Busey Bank
Illinois
$684K – – –
DWM
366
Darwin Wealth Management
Florida
$682K -$179K -1,951 -21%
PWP
367
Principle Wealth Partners
Connecticut
$679K +$679K +7,425 New
KP
368
Keel Point
Alabama
$671K – – –
SSB
369
Sandy Spring Bank
Maryland
$664K -$46.7K -511 -7%
SIG
370
Sargent Investment Group
Maryland
$662K +$662K +7,241 New
WOC
371
West Oak Capital
California
$658K – – –
Barclays
372
Barclays
United Kingdom
$649K +$137K +1,500 +27%
TSWM
373
Triangle Securities Wealth Management
North Carolina
$635K -$57.6K -630 -8%
BIM
374
Baldwin Investment Management
Pennsylvania
$629K +$48.2K +527 +8%
NCM
375
Next Capital Management
New York
$621K +$621K +6,795 New
13 14
15
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