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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 %
GWMIA
576
Global Wealth Management Investment Advisory
Florida
$62K
BAM
577
Bellevue Asset Management
Washington
$60K +$60K +644 New
TFGT
578
TS Financial Group (TSFG)
Illinois
$54K -$13.4K -159 -20%
HDIM
579
Hanson & Doremus Investment Management
Vermont
$54K
LWA
580
Lenox Wealth Advisors
New York
$54K
BCM
581
Blume Capital Management
California
$48K +$48K +572 New
M
582
MOTCO
Texas
$47K
WPA
583
West Paces Advisors
Georgia
$46.2K +$46.2K +550 New
BWP
584
Baldwin Wealth Partners
Massachusetts
$44K
KPW
585
Kore Private Wealth
New York
$44K
KFS
586
Kelly Financial Services
Massachusetts
$43K +$30K +357 +230%
PA
587
Procyon Advisors
Connecticut
$43K -$87.8K -1,043 -67%
HIIFS
588
Harel Insurance Investments & Financial Services
Israel
$43K -$399K
LWCFA
589
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K
IF
590
Ironwood Financial
Arizona
$40K -$83.5K -1,004 -68%
VCM
591
Versant Capital Management
Arizona
$40K -$10.5K -125 -21%
RDWM
592
Red Door Wealth Management
Tennessee
$39K +$39K +469 New
SWA
593
Stratos Wealth Advisors
Ohio
$38K +$38K +446 New
AF
594
Allworth Financial
California
$37K -$3.29K -39 -8%
WQ
595
Wealth Quarterback
New Jersey
$36.9K +$157 +2 +0.4%
MPCG
596
Matrix Private Capital Group
New York
$36K -$63.3K -751 -64%
SFSIG
597
San Francisco Sentry Investment Group
California
$34K -$120K -1,431 -78%
WCM
598
Wealthcare Capital Management
Virginia
$34K +$34K +410 New
AWM
599
Avior Wealth Management
Nebraska
$33K
HNB
600
Huntington National Bank
Ohio
$32K -$1K