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Invesco S&P 500 Equal Weight ETF

647 hedge funds and large institutions have $7.35B invested in Invesco S&P 500 Equal Weight ETF in 2019 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 217 increasing their positions, 241 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
+19
Holders Change %
+3.03%
% of All Funds
14.03%
Holding in Top 10
86
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.86%
% of All Funds
1.86%
New
80
Increased
217
Reduced
241
Closed
52
Calls
$19.5M
Puts
$6.94M
Net Calls
+$12.6M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
601
Avior Wealth Management
Nebraska
$41K
LDFR
602
Lehman & Derafelo Financial Resources
Pennsylvania
$39K
CWA
603
Clarus Wealth Advisors
Arizona
$35K -$62.2K -601 -64%
BSG
604
Black Swift Group
Colorado
$34K +$34K +325 New
MSA
605
Marino Stram & Associates
Massachusetts
$32K
QCIG
606
Quad-Cities Investment Group
Iowa
$31K +$210 +2 +0.7%
RIA
607
Realta Investment Advisors
Delaware
$30K +$30K +280 New
RCA
608
Rowland Carmichael Advisors
Arizona
$27K
BCWM
609
Bartlett & Co Wealth Management
Ohio
$25.1K
BC
610
Bartlett & Co
Ohio
$25K
1IA
611
1834 Investment Advisors
Wisconsin
$24K
WT
612
Whittier Trust
California
$22K
OAJ
613
Ogorek Anthony Joseph
New York
$22K
THWM
614
Taylor Hoffman Wealth Management
Virginia
$22K
SQA
615
Simon Quick Advisors
New Jersey
$22K +$22K +214 New
FWM
616
Focused Wealth Management
New York
$21K -$10.3K -100 -33%
MSFP
617
Mark Sheptoff Financial Planning
Connecticut
$21K
LGWM
618
Litman Gregory Wealth Management
California
$21K
WB
619
Webster Bank
Connecticut
$21K
BWA
620
Burt Wealth Advisors
Maryland
$19K
FMP
621
Financial Management Professionals
Texas
$18K
GT
622
Glenmede Trust
Pennsylvania
$17.5K -$1.01K -9,675 -5%
LFG
623
Larson Financial Group
Missouri
$17K +$105 +1 +0.6%
UBS AM
624
UBS AM
Illinois
$16.6K +$8.25K +79 +99%
KFS
625
Kelly Financial Services
Massachusetts
$16.2K +$16.2K +155 New