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Invesco S&P 500 Equal Weight ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
KOMWMG
526
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$350K +$350K +3,027 New
ACA
527
Aptus Capital Advisors
Alabama
$348K -$81.3K -704 -19%
GIM
528
Goelzer Investment Management
Indiana
$347K
Fiera Capital (Canada)
529
Fiera Capital (Canada)
Quebec, Canada
$346K
IAN
530
Integrated Advisors Network
Texas
$346K +$346K +2,990 New
NFC
531
Northeast Financial Consultants
Connecticut
$343K
HIM
532
HawsGoodwin Investment Management
Tennessee
$340K +$340K +2,942 New
IP
533
Investment Partners
Ohio
$335K +$41.1K +355 +14%
SCA
534
Sage Capital Advisors
South Dakota
$333K +$347 +3 +0.1%
DI
535
Disciplined Investments
Oklahoma
$333K +$333K +2,878 New
SG
536
StoneX Group
New York
$331K -$355K -3,063 -52%
BOS
537
Bingham Osborn & Scarborough
California
$331K +$331K +2,862 New
KFI
538
Key Financial Inc
Pennsylvania
$330K +$330K +2,854 New
SWM
539
Segment Wealth Management
Texas
$329K
WSC
540
Wellington Shields & Co
New York
$329K +$329K +2,839 New
WU
541
Wealthsimple US
New York
$329K +$329K +2,845 New
LFA
542
Legend Financial Advisors
Pennsylvania
$327K -$9.03K -78 -3%
LWM
543
Lyell Wealth Management
California
$326K +$326K +2,815 New
WP
544
WMS Partners
Maryland
$326K +$326K +2,820 New
RA
545
RFG Advisory
Alabama
$323K -$82.9K -716 -20%
SFP
546
Shepherd Financial Partners
Massachusetts
$322K -$1.73K -15 -0.5%
FFA
547
Fragasso Financial Advisors
Pennsylvania
$319K +$116 +1 +0%
ADL
548
Asset Dedication LLC
California
$318K +$5.78K +50 +2%
MCA
549
Magnolia Capital Advisors
Mississippi
$316K +$316K +2,736 New
CRC
550
Curi RMB Capital
Illinois
$315K +$33.6K +290 +12%