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Invesco S&P 500 Equal Weight ETF

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

2% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 177

3.86% less ownership

Funds ownership: 45.33%41.47% (-3.9%)

12% less capital invested

Capital invested by funds: $6.81B → $6.03B (-$784M)

12% less funds holding

Funds holding: 548483 (-65)

22% less funds holding in top 10

Funds holding in top 10: 8264 (-18)

36% less call options, than puts

Call options by funds: $11M | Put options by funds: $17.3M

55% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 112

Holders
483
Holders Change
-65
Holders Change %
-11.86%
% of All Funds
11.07%
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
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Hengehold Capital Management
Ohio
$35.6M +$615K +6,011 +2%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$35.5M +$6.19M +60,534 +20%
FHA
28
First Horizon Advisors
Tennessee
$34.2M +$1.59M +15,562 +5%
JP Morgan Chase
29
JP Morgan Chase
New York
$33.6M +$737K +7,202 +2%
CW
30
Cobiz Wealth
Colorado
$32.8M +$173K +1,694 +0.5%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$32.6M +$953K +9,309 +3%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$32.2M -$233K -2,279 -0.7%
FIM
33
Frontier Investment Management
Texas
$31M +$8.1M +79,113 +34%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$30.7M +$3.64M +35,581 +13%
SHJ
35
Sharkey, Howes & Javer
Colorado
$30.6M -$209K -2,042 -0.7%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$29.9M +$101K +987 +0.3%
CAL
37
Capital Analysts LLC
Pennsylvania
$29.5M +$448K +4,383 +1%
DC
38
DeDora Capital
California
$28M -$16.2K -158 -0.1%
HCP
39
Holt Capital Partners
Texas
$27.6M +$1.18M +11,578 +4%
HCM
40
Harvest Capital Management
New Hampshire
$27.5M +$302K +2,955 +1%
SB
41
Suntrust Banks
Georgia
$24.1M -$588K -5,743 -2%
WMG
42
WESCAP Management Group
California
$22.7M -$560K -5,469 -2%
LFAS
43
Level Four Advisory Services
Texas
$22.1M -$5.62M -54,956 -20%
PL
44
Polianta Ltd
Jersey
$21.3M +$3.57M +34,900 +19%
BCI
45
Brinker Capital Investments
Pennsylvania
$20.8M -$20.7M -201,901 -49%
MCIA
46
Mountain Capital Investment Advisors
Colorado
$20.1M -$4.6M -44,963 -18%
SWMG
47
Sanchez Wealth Management Group
Florida
$19.4M +$187K +1,825 +0.9%
CAG
48
Csenge Advisory Group
Florida
$18.8M +$76.3K +746 +0.4%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$18.3M -$89.3K -873 -0.5%
Citigroup
50
Citigroup
New York
$17.9M -$239K -2,338 -1%