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Invesco S&P 500 Equal Weight ETF

483 hedge funds and large institutions have $6.03B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 180 increasing their positions, 177 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 177

3.86% less ownership

Funds ownership: 45.33%41.47% (-3.9%)

12% less capital invested

Capital invested by funds: $6.81B → $6.03B (-$784M)

12% less funds holding

Funds holding: 548483 (-65)

22% less funds holding in top 10

Funds holding in top 10: 8264 (-18)

36% less call options, than puts

Call options by funds: $11M | Put options by funds: $17.3M

55% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 112

Holders
483
Holders Change
-65
Holders Change %
-11.86%
% of All Funds
11.07%
Holding in Top 10
64
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.95%
% of All Funds
1.47%
New
50
Increased
180
Reduced
177
Closed
112
Calls
$11M
Puts
$17.3M
Net Calls
-$6.25M
Net Calls Change
-$6.12M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
576
Evercore Wealth Management
New York
-$121K -1,200 Closed
POIA
577
Pin Oak Investment Advisors
Texas
-$111K -1,104 Closed
ME
578
McIlrath & Eck
Washington
-$107K -1,063 Closed
LCM
579
Liberty Capital Management
Michigan
-$108K -1,034 Closed
ECM
580
Exchange Capital Management
Michigan
-$88K -873 Closed
MPWT
581
MassMutual Private Wealth & Trust
Connecticut
-$70.2K -695 Closed
CFG
582
Citizens Financial Group
Rhode Island
-$68K -675 Closed
MCM
583
Mainstay Capital Management
Michigan
-$66K -654 Closed
HR
584
Howe & Rusling
New York
-$42K -415 Closed
YWP
585
YorkBridge Wealth Partners
New York
-$36K -365 Closed
ACM
586
Armbruster Capital Management
New York
-$35K -350 Closed
MIM
587
Macroview Investment Management
Maryland
-$26K -261 Closed
IP
588
Intellectus Partners
California
-$26K -256 Closed
KJWM
589
Kiley Juergens Wealth Management
Washington
-$25K -250 Closed
MSFP
590
Mark Sheptoff Financial Planning
Connecticut
-$20K -200 Closed
AFNAS
591
American Financial Network Advisory Services
California
-$11K -111 Closed
BWM
592
Baystate Wealth Management
Massachusetts
-$6K -56 Closed
KF
593
Krilogy Financial
Missouri
-$3K -29 Closed
CFA
594
Camarda Financial Advisors
Florida
-$3K -26 Closed