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Invesco S&P 500 Equal Weight ETF

661 hedge funds and large institutions have $4.54B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 322 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
-68
Holders Change %
-9.33%
% of All Funds
14.6%
Holding in Top 10
48
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-37.66%
% of All Funds
1.06%
New
58
Increased
183
Reduced
322
Closed
120
Calls
$5.34M
Puts
$3.72M
Net Calls
+$1.62M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Shares
Change %
JAM
376
Jolley Asset Management
North Carolina
$543K -$53.2K -633 -9%
TW
377
TrinityPoint Wealth
Connecticut
$537K -$86.9K -1,034 -14%
CA
378
Cambridge Advisors
Nebraska
$533K -$4.12K -49 -0.8%
TC
379
TAP Consulting
Missouri
$533K +$63.1K +751 +13%
BIM
380
Baldwin Investment Management
Pennsylvania
$532K -$10.5K -125 -2%
BSA
381
Braun Stacey Associates
New York
$531K -$6.31K -75 -1%
Squarepoint
382
Squarepoint
New York
$529K +$529K +6,300 New
EPWM
383
Essex Private Wealth Management
Massachusetts
$525K -$1.5M -17,877 -74%
SF
384
Synovus Financial
Georgia
$512K +$499K +5,940 +3,832%
WLIM
385
White Lighthouse Investment Management
Massachusetts
$510K -$680K -8,095 -57%
SWM
386
SeaCrest Wealth Management
New York
$509K +$6.64K +79 +1%
1832 Asset Management
387
1832 Asset Management
Ontario, Canada
$508K
HA
388
HYA Advisors
Missouri
$508K +$756 +9 +0.1%
ST
389
Smithfield Trust
Pennsylvania
$505K +$24.4K +290 +5%
MAFM
390
Mid Atlantic Financial Management
Pennsylvania
$505K +$40.8K +485 +9%
IFWM
391
Institute for Wealth Management
Colorado
$504K -$5.71K -68 -1%
CFS
392
CRA Financial Services
New Jersey
$503K +$16.8K +200 +3%
BIA
393
Biondo Investment Advisors
Pennsylvania
$502K -$230K -2,735 -31%
LFPWM
394
Leicht Financial Planning & Wealth Management
New Jersey
$496K -$2.56M -30,297 -84%
WP
395
WealthSource Partners
California
$495K +$295K +3,514 +148%
SFM
396
Signet Financial Management
New Jersey
$494K
XF
397
XML Financial
Maryland
$488K -$244K -2,900 -33%
MFW
398
Mosaic Family Wealth
Missouri
$480K -$252K -2,999 -34%
WWM
399
Western Wealth Management
Colorado
$478K -$8.26M -98,691 -95%
PA
400
Parallel Advisors
California
$473K -$364K -4,336 -43%