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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

628 hedge funds and large institutions have $6.06B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 192 increasing their positions, 219 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+57
Holders Change %
+9.98%
% of All Funds
14.01%
Holding in Top 10
79
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.22%
% of All Funds
1.76%
New
125
Increased
192
Reduced
219
Closed
65
Calls
$4.43M
Puts
$8.29M
Net Calls
-$3.86M
Net Calls Change
-$47.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$55.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$87.1M
3
HWA
Heritage Wealth Advisors
Virginia
$48.4M
4
WMG
WESCAP Management Group
California
$20.5M
5
SRC
Shufro Rose & Co
New York
$19.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
$27.7M
2
Bank of America
Bank of America
North Carolina
$530M
3
PI
PFS Investments
Georgia
$15.6M
4
SFI
SPC Financial Inc
Maryland
$11.4M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDFR
576
Lehman & Derafelo Financial Resources
Pennsylvania
$34K +$34K +370 New
SAM
577
Shamrock Asset Management
Texas
$32K +$32K +351 New
TWA
578
TCI Wealth Advisors
Arizona
$29K +$29K +315 New
MSA
579
Marino Stram & Associates
Massachusetts
$28K – – –
FWM
580
Focused Wealth Management
New York
$28K +$184 +2 +0.7%
RWA
581
River Wealth Advisors
Pennsylvania
$27K -$27.2K -299 -50%
QCIG
582
Quad-Cities Investment Group
Iowa
$27K +$92 +1 +0.3%
Chevy Chase Trust
583
Chevy Chase Trust
Maryland
$27K +$27K +300 New
TFS
584
TrustCore Financial Services
Tennessee
$25K +$20.4K +225 +441%
SWA
585
Sutton Wealth Advisors
Florida
$24.3K – – –
RCA
586
Rowland Carmichael Advisors
Arizona
$23K -$5.66M -62,711 -100%
SF
587
Synovus Financial
Georgia
$23K +$93 +1 +0.4%
BC
588
Bartlett & Co
Ohio
$22K – – –
BCWM
589
Bartlett & Co Wealth Management
Ohio
$21.9K – – –
1IA
590
1834 Investment Advisors
Wisconsin
$21K – – –
PFBT
591
Parkside Financial Bank & Trust
Missouri
$20K – – –
LGWM
592
Litman Gregory Wealth Management
California
$19K -$9.87K -106 -34%
OAJ
593
Ogorek Anthony Joseph
New York
$19K – – –
WT
594
Whittier Trust
California
$19K – – –
THWM
595
Taylor Hoffman Wealth Management
Virginia
$19K +$19K +207 New
MSFP
596
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
WB
597
Webster Bank
Connecticut
$18K – – –
MWM
598
Mascoma Wealth Management
New Hampshire
$18K +$18K +200 New
BWA
599
Burt Wealth Advisors
Maryland
$17K – – –
GT
600
Glenmede Trust
Pennsylvania
$16.2K +$3.56K +38,894 +28%
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