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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

729 hedge funds and large institutions have $7.85B invested in Invesco S&P 500 Equal Weight ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 244 increasing their positions, 231 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+75
Holders Change %
+11.47%
% of All Funds
14.4%
Holding in Top 10
77
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+18.46%
% of All Funds
1.52%
New
125
Increased
244
Reduced
231
Closed
44
Calls
$26.9M
Puts
$5.5M
Net Calls
+$21.4M
Net Calls Change
+$1.06M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$44.5M
2
CG
Colony Group
Massachusetts
+$36.2M
3
SFA
Sequoia Financial Advisors
Ohio
+$23M
4
HCA
Heck Capital Advisors
Wisconsin
+$15.6M
5
Morgan Stanley
Morgan Stanley
New York
+$13.9M

Top Sellers

1
RCF
Rainwater Charitable Foundation
Texas
-$140M
2
Bank of America
Bank of America
North Carolina
-$55M
3
MCIA
Mountain Capital Investment Advisors
Colorado
-$14.6M
4
MML Investors Services
MML Investors Services
Massachusetts
-$13.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$9.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
676
Personal Wealth Partners
Minnesota
$46K -$55.4K -482 -55%
SIM
677
Sonora Investment Management
Arizona
$46K -$14.4K -125 -24%
AWM
678
Avior Wealth Management
Nebraska
$45K – – –
SWA
679
Sutton Wealth Advisors
Florida
$43K – – –
LDFR
680
Lehman & Derafelo Financial Resources
Pennsylvania
$43K – – –
KPCM
681
Kings Point Capital Management
New York
$37K – – –
Chevy Chase Trust
682
Chevy Chase Trust
Maryland
$35K +$35K +300 New
HGWM
683
Harvest Group Wealth Management
Massachusetts
$33K – – –
WEC
684
Winslow Evans & Crocker
Massachusetts
$32K – – –
ME
685
McIlrath & Eck
Washington
$30K -$10.1K -88 -25%
EW
686
Element Wealth
Mississippi
$30K +$30K +257 New
PWM
687
Provident Wealth Management
Tennessee
$29K +$29K +249 New
WFMPM
688
Woodley Farra Manion Portfolio Management
Indiana
$29K +$29K +250 New
ACM
689
Allred Capital Management
Texas
$28.6K +$28.6K +247 New
1IA
690
1834 Investment Advisors
Wisconsin
$27K – – –
WT
691
Whittier Trust
California
$24K – – –
OAJ
692
Ogorek Anthony Joseph
New York
$24K – – –
LGWM
693
Litman Gregory Wealth Management
California
$24K – – –
EWM
694
Edge Wealth Management
New York
$24K – – –
FWM
695
Focused Wealth Management
New York
$24K +$117 +1 +0.5%
THWM
696
Taylor Hoffman Wealth Management
Virginia
$24K +$115 +1 +0.5%
VCM
697
Vigilant Capital Management
Maine
$23K – – –
MSFP
698
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
WB
699
Webster Bank
Connecticut
$23K – – –
FWM
700
Filbrandt Wealth Management
Wisconsin
$23K +$23K +205 New
26 27
28
29 30