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Invesco S&P 500 Equal Weight ETF

666 hedge funds and large institutions have $5.72B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 146 increasing their positions, 331 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
13.69%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.92%
New
82
Increased
146
Reduced
331
Closed
71
Calls
$21.8M
Puts
$41.2M
Net Calls
-$19.4M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
626
Reilly Financial Advisors
California
$25K
PP
627
PrairieView Partners
Minnesota
$25K
1IA
628
1834 Investment Advisors
Wisconsin
$24K
THWM
629
Taylor Hoffman Wealth Management
Virginia
$22K +$22K +212 New
MAM
630
Marquette Asset Management
Minnesota
$21K -$120K -1,180 -85%
LGWM
631
Litman Gregory Wealth Management
California
$21K
WT
632
Whittier Trust
California
$21K
KPCM
633
Kings Point Capital Management
New York
$20K -$13.2K -127 -40%
WB
634
Webster Bank
Connecticut
$20K
CLOS
635
Compagnie Lombard Odier SCmA
Switzerland
$20K +$20K +200 New
FP
636
Financial Perspectives
Minnesota
$18.8K
RG
637
Retirement Group
California
$18K +$18K +177 New
LFG
638
Larson Financial Group
Missouri
$17K +$102 +1 +0.6%
EWM
639
Edge Wealth Management
New York
$17K +$17K +165 New
KFS
640
Kelly Financial Services
Massachusetts
$15.8K -$36.3K -357 -70%
OAJ
641
Ogorek Anthony Joseph
New York
$15K -$5.92K -60 -28%
GI
642
Gradient Investments
Minnesota
$15K
MSFP
643
Mark Sheptoff Financial Planning
Connecticut
$10K -$10K -100 -50%
AssetMark Inc
644
AssetMark Inc
California
$10K -$1.39K -14 -12%
FWM
645
Focused Wealth Management
New York
$10K
ICM
646
Islay Capital Management
Texas
$10K
CWA
647
Core Wealth Advisors
Florida
$10K +$10K +99 New
CFD
648
Creative Financial Designs
Indiana
$9K
WLPWM
649
Walled Lake Planning & Wealth Management
Illinois
$9K
PFBT
650
Parkside Financial Bank & Trust
Missouri
$8K