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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 %
SFA
551
Semmax Financial Advisors
North Carolina
$110K -$12.7K -151 -10%
MCA
552
Mercer Capital Advisers
New Jersey
$102K -$2.95K -35 -3%
EK
553
Evensky & Katz
Florida
$99K -$17.6K -209 -15%
FHA
554
Flagship Harbor Advisors
Massachusetts
$98K
IWP
555
IAG Wealth Partners
Wisconsin
$94K -$89.8K -1,064 -49%
SNT
556
Security National Trust
West Virginia
$90K
AIC
557
Ameritas Investment Company
Nebraska
$89K -$2.26K -27 -2%
PCG
558
Private Capital Group
Connecticut
$84K
TFS
559
TrustCore Financial Services
Tennessee
$83K -$930 -11 -1%
CWP
560
CFM Wealth Partners
Texas
$80K
VCP
561
Verus Capital Partners
Arizona
$79K -$15K -178 -16%
VNA
562
Valley National Advisers
Pennsylvania
$79K
WCG
563
Weaver Consulting Group
California
$77K -$25K -297 -25%
DWA
564
Dougherty Wealth Advisers
Minnesota
$76K
JWBC
565
John W. Brooker & Co
California
$74K +$59K +700 +393%
HIM
566
HawsGoodwin Investment Management
Tennessee
$72K -$175K -2,085 -71%
AP
567
Atwood & Palmer
Missouri
$71K -$840 -10 -1%
CFG
568
Citizens Financial Group
Rhode Island
$70K +$70K +829 New
CIAS
569
Capital Investment Advisory Services
North Carolina
$68K
FA
570
Fortis Advisors
Pennsylvania
$68K +$68K +807 New
TWP
571
TFO Wealth Partners
Ohio
$67K
SL
572
Salomon & Ludwin
Virginia
$65K +$14.9K +179 +30%
BCA
573
Berman Capital Advisors
Georgia
$63K
EIP
574
Ellis Investment Partners
Pennsylvania
$62K -$1.43K -18 -2%
JFGIW
575
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K