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Invesco S&P 500 Equal Weight ETF

654 hedge funds and large institutions have $7.26B invested in Invesco S&P 500 Equal Weight ETF in 2019 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 209 increasing their positions, 243 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
14.36%
Holding in Top 10
65
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-17.72%
% of All Funds
1.43%
New
53
Increased
209
Reduced
243
Closed
49
Calls
$26.1M
Puts
$5.8M
Net Calls
+$20.3M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
576
Thor Advisors
New York
$104K +$104K +965 New
VNA
577
Valley National Advisers
Pennsylvania
$101K
DWA
578
Dougherty Wealth Advisers
Minnesota
$97K
PWP
579
Personal Wealth Partners
Minnesota
$95K -$194K -1,799 -67%
AP
580
Atwood & Palmer
Missouri
$92K
PB
581
Pinnacle Bancorp
Nebraska
$90K
CIAS
582
Capital Investment Advisory Services
North Carolina
$87K
EIP
583
Ellis Investment Partners
Pennsylvania
$87K +$425 +4 +0.5%
GWMIA
584
Global Wealth Management Investment Advisory
Florida
$86K -$6.47K -60 -7%
TFGT
585
TS Financial Group (TSFG)
Illinois
$86K
BCA
586
Berman Capital Advisors
Georgia
$81K
JFGIW
587
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80K -$75.7K -701 -49%
HDIM
588
Hanson & Doremus Investment Management
Vermont
$70K
LWA
589
Lenox Wealth Advisors
New York
$69K
PCM
590
Princeton Capital Management
New Jersey
$68K
RFA
591
Reilly Financial Advisors
California
$67K +$67K +617 New
RIA
592
Realta Investment Advisors
Delaware
$65K -$2.46K -23 -4%
SL
593
Salomon & Ludwin
Virginia
$65K
M
594
MOTCO
Texas
$60K
SIM
595
Sonora Investment Management
Arizona
$57K
BWP
596
Baldwin Wealth Partners
Massachusetts
$57K
SC
597
SouthState Corp
Florida
$56K
BFO
598
Biltmore Family Office
North Carolina
$54K -$34K -315 -39%
SQA
599
Simon Quick Advisors
New Jersey
$54K
LWCFA
600
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54K +$54K +500 New