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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

483 hedge funds and large institutions have $6.03B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 180 increasing their positions, 177 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
-65
Holders Change %
-11.86%
% of All Funds
11.09%
Holding in Top 10
64
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.95%
% of All Funds
1.47%
New
50
Increased
180
Reduced
177
Closed
112
Calls
$11M
Puts
$17.3M
Net Calls
-$6.25M
Net Calls Change
-$6.12M

Top Buyers

1
RCF
Rainwater Charitable Foundation
Texas
$118M
2
PAG
Private Advisor Group
New Jersey
$14.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$87.5M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$145M
5
FIM
Frontier Investment Management
Texas
$31M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$0
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
3
UBS Group
UBS Group
Switzerland
$521M
4
CA
Cetera Advisors
Colorado
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RPG
426
Risk Paradigm Group
Texas
$72.4K – – –
SIM
427
Sonora Investment Management
Arizona
$68.3K +$99 +1 +0.1%
BC
428
Barnett & Company
Tennessee
$65K -$1.99K -20 -3%
FC
429
Ferris Capital
Massachusetts
$65K +$65K +650 New
AAM
430
Advisors Asset Management
Colorado
$63K – – –
BWP
431
Baldwin Wealth Partners
Massachusetts
$57K – – –
M
432
MOTCO
Texas
$55K – – –
SWA
433
Sutton Wealth Advisors
Florida
$54.2K – – –
PWAG
434
Polaris Wealth Advisory Group
California
$54K +$54K +538 New
HDIM
435
Hanson & Doremus Investment Management
Vermont
$50K – – –
EDRH
436
Edmond de Rothschild Holding
Switzerland
$50K – – –
RFA
437
Reilly Financial Advisors
California
$50K +$50K +505 New
TFA
438
Toth Financial Advisory
Virginia
$49K – – –
CCM
439
Cribstone Capital Management
Maine
$48K -$27.5K -275 -36%
AF
440
Allworth Financial
California
$48K – – –
APP
441
Avantax Planning Partners
Iowa
$48K +$48K +482 New
AWM
442
Avior Wealth Management
Nebraska
$39K – – –
WWM
443
Wagner Wealth Management
South Carolina
$37K – – –
PCM
444
Princeton Capital Management
New Jersey
$35K +$35K +350 New
AIM
445
Anchor Investment Management
South Carolina
$33.5K +$3.68K +37 +12%
FWM
446
Focused Wealth Management
New York
$30K -$4.88K -49 -14%
MSA
447
Marino Stram & Associates
Massachusetts
$30K – – –
PS
448
Portfolio Strategies
New York
$26K – – –
BC
449
Bartlett & Co
Ohio
$24K -$4K -40 -14%
SF
450
Synovus Financial
Georgia
$24K +$24K +246 New
16 17
18
19 20