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Invesco S&P 500 Equal Weight ETF

666 hedge funds and large institutions have $5.72B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 146 increasing their positions, 331 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
13.69%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.92%
New
82
Increased
146
Reduced
331
Closed
71
Calls
$21.8M
Puts
$41.2M
Net Calls
-$19.4M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
501
Synovus Financial
Georgia
$289K -$331K -3,253 -53%
WS
502
Wedbush Securities
California
$289K -$135K -1,331 -32%
SWM
503
Segment Wealth Management
Texas
$289K
PFC
504
Phocas Financial Corp
California
$287K
WP
505
WMS Partners
Maryland
$287K
AAS
506
Annex Advisory Services
Wisconsin
$275K -$1.29M -12,645 -82%
BWA
507
BDO Wealth Advisors
Florida
$275K -$10.7K -105 -4%
DWM
508
Darwin Wealth Management
Florida
$273K -$423K -4,156 -61%
ACA
509
Aptus Capital Advisors
Alabama
$273K +$10.2K +101 +4%
CICI
510
Capital Investment Counsel Inc
North Carolina
$272K +$272K +2,675 New
WLIM
511
White Lighthouse Investment Management
Massachusetts
$270K -$347K -3,413 -56%
PSF
512
Pacific Sun Financial
California
$270K
FFA
513
First Foundation Advisors
California
$270K +$270K +2,649 New
SFP
514
Shepherd Financial Partners
Massachusetts
$269K -$15.4K -151 -5%
EWM
515
Evercore Wealth Management
New York
$266K -$122K -1,200 -31%
AFP
516
Ausdal Financial Partners
Iowa
$264K -$98.8K -973 -27%
ACP
517
Aveo Capital Partners
Colorado
$262K +$262K +2,570 New
CL
518
CPWM LLC
Washington
$262K +$262K +2,575 New
SFG
519
SevenBridge Financial Group
Pennsylvania
$261K
WSCM
520
Wellington Shields Capital Management
New York
$258K +$258K +2,535 New
MCP
521
Mirador Capital Partners
California
$256K +$256K +2,518 New
NFG
522
Nations Financial Group
Iowa
$254K -$73.4K -720 -22%
FBFS
523
First Business Financial Services
Wisconsin
$254K +$254K +2,498 New
KWM
524
Kingsview Wealth Management
Oregon
$253K -$110K -1,081 -30%
AFAS
525
Acorn Financial Advisory Services
Virginia
$252K +$102 +1 +0%