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Invesco S&P 500 Equal Weight ETF

656 hedge funds and large institutions have $7.56B invested in Invesco S&P 500 Equal Weight ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 236 increasing their positions, 234 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
+9
Holders Change %
+1.39%
% of All Funds
14.27%
Holding in Top 10
79
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.14%
% of All Funds
1.72%
New
56
Increased
236
Reduced
234
Closed
40
Calls
$10.2M
Puts
$1.56M
Net Calls
+$8.64M
Net Calls Change
-$3.93M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
376
Next Capital Management
New York
$722K
WAP
377
Wealthcare Advisory Partners
Pennsylvania
$712K +$335K +3,109 +89%
TW
378
TrinityPoint Wealth
Connecticut
$705K -$59.8K -543 -8%
BIM
379
Baldwin Investment Management
Pennsylvania
$696K
BSA
380
Braun Stacey Associates
New York
$694K +$108 +1 +0%
WC
381
Weil Company
California
$691K +$58.7K +545 +9%
GSWM
382
Golden State Wealth Management
California
$687K
GKWIM
383
Gerber Kawasaki Wealth & Investment Management
California
$687K +$95.6K +887 +16%
GWCM
384
Godshalk Welsh Capital Management
Pennsylvania
$676K +$86.2K +800 +15%
CFS
385
CRA Financial Services
New Jersey
$674K +$27K +250 +4%
LNC
386
Lincoln National Corp
Pennsylvania
$674K +$281K +2,610 +72%
WAS
387
WESPAC Advisors SoCal
California
$669K -$16.7K -155 -2%
BAC
388
Boys Arnold & Co
North Carolina
$652K
V
389
Veritable
Delaware
$647K -$11.2K -104 -2%
1832 Asset Management
390
1832 Asset Management
Ontario, Canada
$647K
Renaissance Technologies
391
Renaissance Technologies
New York
$647K +$399K +3,700 +161%
BIA
392
Biondo Investment Advisors
Pennsylvania
$644K +$35.1K +325 +6%
SWM
393
SeaCrest Wealth Management
New York
$631K -$1.51K -14 -0.2%
BAM
394
Berkshire Asset Management
Pennsylvania
$629K -$10.8K -100 -2%
KIA
395
KCM Investment Advisors
California
$626K -$202K -1,871 -24%
ARG
396
Advisory Resource Group
Oklahoma
$621K
SSB
397
Sandy Spring Bank
Maryland
$620K -$86.2K -800 -12%
KA
398
Klingman & Associates
New York
$620K -$43.1K -400 -7%
FI
399
FormulaFolio Investments
Michigan
$617K -$106K -986 -15%
IFWM
400
Institute for Wealth Management
Colorado
$617K -$13.9K -129 -2%