We are live on ! Find out more
RSP icon

Invesco S&P 500 Equal Weight ETF

483 hedge funds and large institutions have $6.03B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 180 increasing their positions, 177 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 177

3.86% less ownership

Funds ownership: 45.33%41.47% (-3.9%)

12% less capital invested

Capital invested by funds: $6.81B → $6.03B (-$784M)

12% less funds holding

Funds holding: 548483 (-65)

22% less funds holding in top 10

Funds holding in top 10: 8264 (-18)

36% less call options, than puts

Call options by funds: $11M | Put options by funds: $17.3M

55% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 112

Holders
483
Holders Change
-65
Holders Change %
-11.86%
% of All Funds
11.07%
Holding in Top 10
64
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.95%
% of All Funds
1.47%
New
50
Increased
180
Reduced
177
Closed
112
Calls
$11M
Puts
$17.3M
Net Calls
-$6.25M
Net Calls Change
-$6.12M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
51
Port Capital
Illinois
$17.5M +$723K +7,064 +4%
HFA
52
High Falls Advisors
New York
$17.2M -$328K -3,203 -2%
MM
53
Main Management
California
$16.5M +$369K +3,605 +2%
NEPWA
54
New England Private Wealth Advisors
Massachusetts
$15.4M +$915K +8,941 +6%
BlackRock
55
BlackRock
New York
$14.8M +$11.3K +110 +0.1%
PAG
56
Private Advisor Group
New Jersey
$14.7M +$9M +87,963 +148%
JGIA
57
Jackson Grant Investment Advisers
Connecticut
$13.8M -$36.9K -361 -0.3%
SAS
58
Stelac Advisory Services
New York
$13.5M +$6.15M +60,117 +80%
SWM
59
Sequoia Wealth Management
Illinois
$13.2M +$2.05M +20,005 +18%
PAI
60
Pittenger & Anderson Inc
Nebraska
$13.1M -$162K -1,588 -1%
FMC
61
First Merchants Corp
Indiana
$13M -$326K -3,182 -2%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$12.8M +$9.41K +92 +0.1%
CHJWM
63
Carlton Hofferkamp & Jenks Wealth Management
Texas
$12.8M -$1.55M -15,189 -10%
TC
64
Trilogy Capital
California
$12.4M +$1.59M +15,530 +14%
MIAN
65
Mariner Independent Advisor Network
Kansas
$12.2M +$4.92M +48,093 +64%
SBL
66
Sargent Bickham Lagudis
Colorado
$11.8M -$456K -4,454 -4%
CTC
67
Central Trust Company
Missouri
$11.7M -$637K -6,223 -5%
BTS
68
BB&T Securities
Virginia
$11.4M -$2.55M -24,925 -18%
Creative Planning
69
Creative Planning
Kansas
$10.4M +$155K +1,514 +1%
VCM
70
Virtue Capital Management
Tennessee
$10.4M -$242K -2,366 -2%
TPW
71
Tiller Private Wealth
Pennsylvania
$10.1M +$2.81M +27,423 +37%
OIA
72
OneDigital Investment Advisors
Kansas
$10.1M -$2.45M -23,944 -19%
OA
73
Oxbow Advisors
Texas
$10M +$102K +994 +1%
MA
74
Montag & Associates
Georgia
$9.9M +$2.39M +23,378 +31%
AG
75
Advisor Group
Arizona
$9.85M -$1.6M -15,611 -14%