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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

729 hedge funds and large institutions have $7.85B invested in Invesco S&P 500 Equal Weight ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 244 increasing their positions, 231 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+75
Holders Change %
+11.47%
% of All Funds
14.4%
Holding in Top 10
77
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+18.46%
% of All Funds
1.52%
New
125
Increased
244
Reduced
231
Closed
44
Calls
$26.9M
Puts
$5.5M
Net Calls
+$21.4M
Net Calls Change
+$1.06M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$44.5M
2
CG
Colony Group
Massachusetts
+$36.2M
3
SFA
Sequoia Financial Advisors
Ohio
+$23M
4
HCA
Heck Capital Advisors
Wisconsin
+$15.6M
5
Morgan Stanley
Morgan Stanley
New York
+$13.9M

Top Sellers

1
RCF
Rainwater Charitable Foundation
Texas
-$140M
2
Bank of America
Bank of America
North Carolina
-$55M
3
MCIA
Mountain Capital Investment Advisors
Colorado
-$14.6M
4
MML Investors Services
MML Investors Services
Massachusetts
-$13.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$9.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
451
FormulaFolio Investments
Michigan
$609K -$42.4K -367 -7%
WCAMG
452
Woodard & Company Asset Management Group
North Carolina
$609K -$7.06K -61 -1%
FPB
453
First PREMIER Bank
South Dakota
$609K – – –
GC
454
Gratus Capital
Georgia
$602K – – –
GLA
455
Good Life Advisors
Pennsylvania
$601K +$10.8K +93 +2%
SLWS
456
Swaine & Leidel Wealth Services
Florida
$598K +$13.1K +113 +2%
PFA
457
Plotkin Financial Advisors
Maryland
$595K +$595K +5,142 New
DWM
458
Dakota Wealth Management
Florida
$592K – – –
CBA
459
Coastal Bridge Advisors
Connecticut
$588K – – –
FNBOO
460
First National Bank of Omaha
Nebraska
$579K – – –
Renaissance Technologies
461
Renaissance Technologies
New York
$579K +$579K +5,000 New
DLCIG
462
D.L. Carlson Investment Group
New Hampshire
$564K -$7.52K -65 -1%
DOA
463
D'Orazio & Associates
Virginia
$555K -$1.39K -12 -0.2%
SBWM
464
Sunflower Bank Wealth Management
Arizona
$553K -$40K -345 -7%
SP
465
Successful Portfolios
Florida
$553K +$2.09K +18 +0.4%
CAM
466
Cresset Asset Management
Illinois
$547K -$1.74K -15 -0.3%
SL
467
Savior LLC
Massachusetts
$544K +$544K +4,702 New
MCP
468
Mirador Capital Partners
California
$542K +$223K +1,923 +70%
RCA
469
Resonant Capital Advisors
Wisconsin
$542K +$542K +4,688 New
PP
470
Patten & Patten
Tennessee
$536K – – –
MWM
471
Merriman Wealth Management
Washington
$532K +$3.36K +29 +0.6%
JWM
472
Jupiter Wealth Management
Colorado
$526K -$1.17K -10 -0.2%
Kovitz Investment Group Partners
473
Kovitz Investment Group Partners
Illinois
$519K – – –
GT
474
Glenview Trust
Kentucky
$517K +$46.2K +399 +10%
TVAMP
475
Tennessee Valley Asset Management Partners
Tennessee
$511K +$925 +8 +0.2%
17 18
19
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