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Invesco S&P 500 Equal Weight ETF

689 hedge funds and large institutions have $6.87B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 195 increasing their positions, 294 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+23
Holders Change %
+3.45%
% of All Funds
13.94%
Holding in Top 10
53
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.78%
% of All Funds
1.07%
New
85
Increased
195
Reduced
294
Closed
57
Calls
$27M
Puts
$88.7M
Net Calls
-$61.8M
Net Calls Change
-$42.4M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
401
Klingman & Associates
New York
$622K
TFS
402
Thoroughbred Financial Services
Tennessee
$621K -$201K -1,863 -24%
EP
403
Eudaimonia Partners
Tennessee
$619K -$6.17K -57 -1%
CA
404
CapWealth Advisors
Tennessee
$610K +$97.5K +902 +19%
IFWM
405
Institute for Wealth Management
Colorado
$609K -$46.8K -433 -7%
PPP
406
Private Portfolio Partners
New Jersey
$608K -$22.1K -204 -3%
EWM
407
Elmwood Wealth Management
California
$596K
Jane Street
408
Jane Street
New York
$594K -$1.39M -12,869 -70%
PM
409
Penbrook Management
New York
$594K
CFS
410
CRA Financial Services
New Jersey
$593K -$59.5K -550 -9%
ATC
411
Argent Trust Co
Tennessee
$590K -$160K -1,480 -21%
TAM
412
Townsend Asset Management
North Carolina
$587K -$2.59K -24 -0.4%
WP
413
WealthSource Partners
California
$586K -$50.8K -470 -8%
WCAMG
414
Woodard & Company Asset Management Group
North Carolina
$578K -$6.38K -59 -1%
GAM
415
Garrison Asset Management
Arkansas
$576K -$5.41K -50 -0.9%
BSA
416
Braun Stacey Associates
New York
$575K -$103K -955 -15%
BIM
417
Bridges Investment Management
Nebraska
$573K
ACM
418
Ategra Capital Management
Virginia
$571K
WA
419
Waverly Advisors
Alabama
$571K
FPB
420
First PREMIER Bank
South Dakota
$568K
HKAM
421
Horizon Kinetics Asset Management
New York
$557K -$143K -1,318 -20%
SLWS
422
Swaine & Leidel Wealth Services
Florida
$556K +$15.8K +146 +3%
HB
423
Homrich & Berg
Georgia
$556K +$556K +5,147 New
MHR
424
Matthew Hamilton Rosenberg
$554K -$107K -989 -16%
PVH
425
Psagot Value Holdings
Israel
$553K