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Invesco S&P 500 Equal Weight ETF

571 hedge funds and large institutions have $7.67B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 225 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+15
Holders Change %
+2.7%
% of All Funds
13.08%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.67%
New
54
Increased
225
Reduced
180
Closed
37
Calls
$49.3M
Puts
$5.47M
Net Calls
+$43.8M
Net Calls Change
+$44.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
476
Tortoise Investment Management
New York
$214K
MCA
477
Mercer Capital Advisers
New Jersey
$213K -$176K -1,650 -45%
GJIC
478
Gamble Jones Investment Counsel
California
$212K -$26.7K -250 -11%
IIC
479
Integrated Investment Consultants
Michigan
$212K +$212K +1,981 New
PGA
480
Premia Global Advisors
Florida
$210K -$646K -6,067 -75%
CW
481
CreativeOne Wealth
Kansas
$205K -$14.8K -138 -7%
TSW
482
Thompson Siegel & Walmsley
Virginia
$200K
SP
483
Successful Portfolios
Florida
$200K +$200K +1,872 New
PCG
484
Private Capital Group
Connecticut
$199K
SFSIG
485
San Francisco Sentry Investment Group
California
$196K
GI
486
GS Investments
Minnesota
$189K -$2.03K -19 -1%
FHA
487
Flagship Harbor Advisors
Massachusetts
$182K -$34.3K -321 -16%
CBT
488
Capital Bank & Trust
California
$172K +$172K +1,608 New
IF
489
Ironwood Financial
Arizona
$167K
LA
490
Legacy Advisors
Pennsylvania
$154K +$641 +6 +0.4%
CWA
491
Clarus Wealth Advisors
Arizona
$154K +$2.24K +21 +1%
NFG
492
Next Financial Group
Texas
$144K -$240K -2,251 -63%
RCAG
493
Rehmann Capital Advisory Group
Michigan
$141K +$125K +1,171 +781%
MWPCG
494
Measured Wealth Private Client Group
New Hampshire
$131K +$131K +1,231 New
ADL
495
Asset Dedication LLC
California
$130K -$27.2K -254 -17%
JA
496
JOYN Advisors
Georgia
$126K +$13.9K +130 +12%
WWM
497
Wagner Wealth Management
South Carolina
$120K
POIA
498
Pin Oak Investment Advisors
Texas
$118K +$213 +2 +0.2%
NPP
499
New Potomac Partners
Maryland
$117K +$4.79K +45 +4%
CFGS
500
Concourse Financial Group Securities
Alabama
$117K +$117K +1,095 New