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Invesco S&P 500 Equal Weight ETF

661 hedge funds and large institutions have $4.54B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 322 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
-68
Holders Change %
-9.33%
% of All Funds
14.6%
Holding in Top 10
48
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-37.66%
% of All Funds
1.06%
New
58
Increased
183
Reduced
322
Closed
120
Calls
$5.34M
Puts
$3.72M
Net Calls
+$1.62M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CCMD
501
Cypress Capital Management (Delaware)
Delaware
$246K +$246K +2,925 New
GLR
502
Great Lakes Retirement
Ohio
$245K -$702K -8,372 -74%
SCA
503
Sage Capital Advisors
South Dakota
$242K +$252 +3 +0.1%
SWM
504
Segment Wealth Management
Texas
$239K
WP
505
WMS Partners
Maryland
$237K
LWM
506
Lyell Wealth Management
California
$237K +$504 +6 +0.2%
BWA
507
BDO Wealth Advisors
Florida
$236K +$34.4K +408 +17%
JIC
508
Johnson Investment Counsel
Ohio
$236K +$43.2K +514 +22%
IC
509
InterOcean Capital
Illinois
$235K +$46.9K +558 +25%
SFP
510
Shepherd Financial Partners
Massachusetts
$234K +$84 +1 +0%
CA
511
Capital Advantage
California
$233K -$137K -1,474 -37%
FFA
512
Fragasso Financial Advisors
Pennsylvania
$232K
IDA
513
Intelligence Driven Advisers
California
$228K -$45K -536 -16%
MCA
514
Magnolia Capital Advisors
Mississippi
$227K -$2.6K -31 -1%
BOPW
515
Brandywine Oak Private Wealth
Pennsylvania
$227K +$227K +2,760 New
DI
516
Disciplined Investments
Oklahoma
$223K -$18.5K -221 -8%
PSF
517
Pacific Sun Financial
California
$223K +$6.72K +80 +3%
ACA
518
Aptus Capital Advisors
Alabama
$217K -$35.3K -422 -14%
SFG
519
SevenBridge Financial Group
Pennsylvania
$215K
RCAG
520
Rehmann Capital Advisory Group
Michigan
$212K +$212K +2,523 New
LFA
521
Legend Financial Advisors
Pennsylvania
$210K -$27.8K -330 -12%
AFAS
522
Acorn Financial Advisory Services
Virginia
$208K +$18.5K +220 +10%
GAM
523
Garrison Asset Management
Arkansas
$205K
PP
524
PagnatoKarp Partners
Virginia
$204K +$1.77K +21 +0.9%
JF
525
JSF Financial
California
$203K