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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 %
RFWA
376
RPg Family Wealth Advisory
Massachusetts
$618K – – –
WS
377
Wedbush Securities
California
$606K +$358K +3,924 +145%
BJL
378
Brighton Jones LLC
Washington
$605K +$146K +1,597 +32%
EWF
379
Epstein & White Financial
California
$601K +$61.5K +669 +11%
BSA
380
Braun Stacey Associates
New York
$588K -$3.66K -40 -0.6%
CFS
381
CRA Financial Services
New Jersey
$585K +$585K +6,399 New
LWAC
382
Laurel Wealth Advisors (California)
California
$578K +$578K +6,324 New
MFG
383
Magnus Financial Group
New York
$576K +$576K +6,302 New
MWM
384
Merriman Wealth Management
Washington
$565K -$2.04K -22 -0.4%
AIM
385
Axiom Investment Management
New York
$565K +$565K +6,180 New
KA
386
Klingman & Associates
New York
$562K -$36.6K -400 -6%
DWM
387
Dakota Wealth Management
Florida
$561K +$211 +2 +0%
SFS
388
Sowell Financial Services
Arkansas
$557K +$557K +6,097 New
CBA
389
Coastal Bridge Advisors
Connecticut
$556K +$311K +3,400 +127%
IFWM
390
Institute for Wealth Management
Colorado
$551K +$551K +6,027 New
1832 Asset Management
391
1832 Asset Management
Ontario, Canada
$550K -$426K -4,650 -44%
PM
392
Penbrook Management
New York
$547K – – –
IWA
393
Intercontinental Wealth Advisors
Texas
$546K +$94.9K +1,038 +21%
GAMC
394
Garner Asset Management Corp
Texas
$543K -$214K -2,345 -28%
FI
395
FormulaFolio Investments
Michigan
$539K – – –
SBIA
396
Sheaff Brock Investment Advisors
Indiana
$536K -$2.55M -27,937 -83%
BAM
397
Berkshire Asset Management
Pennsylvania
$534K – – –
SFP
398
Shepherd Financial Partners
Massachusetts
$532K -$19.8K -217 -4%
DY
399
Dowling & Yahnke
California
$524K – – –
FNBOO
400
First National Bank of Omaha
Nebraska
$523K -$1.37K -15 -0.3%
14 15
16
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