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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 %
SWA
601
Sutton Wealth Advisors
Florida
$31.3K
PCMK
602
Paragon Capital Management (Kansas)
Kansas
$31K +$31K +364 New
AW
603
Avion Wealth
Texas
$31K +$31K +374 New
SIM
604
Sonora Investment Management
Arizona
$30K -$3.8K -45 -11%
LDFR
605
Lehman & Derafelo Financial Resources
Pennsylvania
$30K -$833 -10 -3%
WT
606
Washington Trust
Rhode Island
$29K +$29K +350 New
HWM
607
HighMark Wealth Management
Minnesota
$27K -$8.03K -96 -23%
KPCM
608
Kings Point Capital Management
New York
$27K
BWM
609
Baystate Wealth Management
Massachusetts
$27K +$27K +324 New
CFG
610
Cambridge Financial Group
Ohio
$25.6K +$25.6K +305 New
BFO
611
Biltmore Family Office
North Carolina
$25K -$16.7K -200 -40%
HGWM
612
Harvest Group Wealth Management
Massachusetts
$24K
ME
613
McIlrath & Eck
Washington
$22K
EW
614
Element Wealth
Mississippi
$22K
GSC
615
G&S Capital
Colorado
$22K +$22K +270 New
RFA
616
Reilly Financial Advisors
California
$21K -$30.8K -367 -59%
WFMPM
617
Woodley Farra Manion Portfolio Management
Indiana
$21K
PP
618
PrairieView Partners
Minnesota
$21K +$21K +250 New
1IA
619
1834 Investment Advisors
Wisconsin
$19K
FWM
620
Filbrandt Wealth Management
Wisconsin
$18K +$995 +12 +6%
OAJ
621
Ogorek Anthony Joseph
New York
$17K
VCM
622
Vigilant Capital Management
Maine
$17K
LGWM
623
Litman Gregory Wealth Management
California
$17K
MSFP
624
Mark Sheptoff Financial Planning
Connecticut
$17K
WB
625
Webster Bank
Connecticut
$17K