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Invesco S&P 500 Equal Weight ETF

647 hedge funds and large institutions have $7.35B invested in Invesco S&P 500 Equal Weight ETF in 2019 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 217 increasing their positions, 241 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
+19
Holders Change %
+3.03%
% of All Funds
14.03%
Holding in Top 10
86
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.86%
% of All Funds
1.86%
New
80
Increased
217
Reduced
241
Closed
52
Calls
$19.5M
Puts
$6.94M
Net Calls
+$12.6M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BFS
551
Bradley Foster & Sargent
Connecticut
$202K +$202K +1,930 New
MCA
552
Mercer Capital Advisers
New Jersey
$193K -$5.23K -50 -3%
SFSIG
553
San Francisco Sentry Investment Group
California
$192K
CAM
554
Cresset Asset Management
Illinois
$187K
ZB
555
Zions Bancorporation
Utah
$185K +$185K +1,769 New
ESB
556
Essex Savings Bank
Connecticut
$178K
NPP
557
New Potomac Partners
Maryland
$167K
IF
558
Ironwood Financial
Arizona
$164K
BBNA
559
Bremer Bank National Association
Minnesota
$164K +$164K +1,515 New
LA
560
Legacy Advisors
Pennsylvania
$152K +$152K +1,456 New
EK
561
Evensky & Katz
Florida
$142K +$142K +1,363 New
RCAG
562
Rehmann Capital Advisory Group
Michigan
$138K -$1.87M -17,952 -93%
BCI
563
Brinker Capital Investments
Pennsylvania
$135K
CBT
564
Capital Bank & Trust
California
$133K -$34.7K -333 -21%
ADL
565
Asset Dedication LLC
California
$133K -$14.9K -143 -10%
MAM
566
Marquette Asset Management
Minnesota
$123K +$123K +1,180 New
First Manhattan
567
First Manhattan
New York
$112K +$112K +1,075 New
FHA
568
Flagship Harbor Advisors
Massachusetts
$108K
PCG
569
Private Capital Group
Connecticut
$104K -$38.4K -369 -27%
ONST
570
Old North State Trust
North Carolina
$104K
VNA
571
Valley National Advisers
Pennsylvania
$98K
HWM
572
Holloway Wealth Management
Florida
$96K -$84K
DWA
573
Dougherty Wealth Advisers
Minnesota
$94K
AP
574
Atwood & Palmer
Missouri
$89K
AIM
575
Anchor Investment Management
South Carolina
$87.4K +$10.4K +100 +14%