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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 %
QAM
626
QCI Asset Management
New York
$1K – – –
LIA
627
LS Investment Advisors
Michigan
$1K – – –
JWM
628
Janiczek Wealth Management
Colorado
$1K – – –
BWM
629
Baystate Wealth Management
Massachusetts
$1K +$1K +15 New
UB
630
UMB Bank
Missouri
$853 +$149 +1,628 +21%
HCM
631
Hengehold Capital Management
Ohio
– -$46.5M -435,686 Closed
VCM
632
Virtue Capital Management
Tennessee
– -$20.3M -190,182 Closed
FSA
633
Financial Services Advisory
Maryland
– -$12M -112,631 Closed
AA
634
Apriem Advisors
California
– -$9.97M -93,370 Closed
FLPIM
635
F.L. Putnam Investment Management
Massachusetts
– -$9.34M -87,413 Closed
Lazard Asset Management
636
Lazard Asset Management
New York
– -$7.59M -71,105 Closed
MWM
637
MinichMacGregor Wealth Management
New York
– -$4.97M -46,526 Closed
CA
638
Cumberland Advisors
Florida
– -$3.31M -30,965 Closed
Manulife (Manufacturers Life Insurance)
639
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$3.04M -28,459 Closed
IWA
640
IBEX Wealth Advisors
New Jersey
– -$2.81M -26,285 Closed
HPC
641
HM Payson & Co
Maine
– -$2.23M -20,894 Closed
WSTAM
642
Wilbanks Smith & Thomas Asset Management
Virginia
– -$2.19M -20,528 Closed
FTIOP
643
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$1.35M -19,550 Closed
JFA
644
JNBA Financial Advisors
Minnesota
– -$2.03M -19,025 Closed
FA
645
FDx Advisors
Illinois
– -$1.59M -14,926 Closed
MBT
646
Montecito Bank & Trust
California
– -$1.49M -13,965 Closed
GSC
647
G&S Capital
Colorado
– -$1.39M -13,052 Closed
JWM
648
Jackson Wealth Management
Florida
– -$1.36M -12,710 Closed
CG
649
CFO4Life Group
Texas
– -$1.27M -11,842 Closed
Millennium Management
650
Millennium Management
New York
– -$1.06M -9,879 Closed
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