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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

455 hedge funds and large institutions have $5.94B invested in Invesco S&P 500 Equal Weight ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 166 increasing their positions, 184 reducing their positions, and 20 closing their positions.

Holders
455
Holders Change
+17
Holders Change %
+3.88%
% of All Funds
11.36%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
1.42%
New
41
Increased
166
Reduced
184
Closed
20
Calls
$6.3M
Puts
$6.21M
Net Calls
+$94K
Net Calls Change
-$928K

Top Buyers

1
LFAS
1
Level Four Advisory Services
Texas
$26.5M
2
GFPC
2
Global Financial Private Capital
Florida
$35.1M
3
AIM
3
Astor Investment Management
Illinois
$36.3M
4
FAM
4
Flaharty Asset Management
Florida
$14.6M
5
CAG
5
Csenge Advisory Group
Florida
$14.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$563M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$28.5M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$47.4M
4
Stifel Financial
4
Stifel Financial
Missouri
$58.1M
5
CI
5
Clal Insurance
Israel
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IAA
76
Ironsides Asset Advisors
North Carolina
$9.57M 100,167 – –
AA
77
Apriem Advisors
California
$9.51M 99,570 -38,178 -28%
Creative Planning
78
Creative Planning
Kansas
$9.45M 98,858 +42,311 +75%
PWS
79
Paragon Wealth Strategies
Florida
$9.41M 98,513 -953 -1%
FLPIM
80
F.L. Putnam Investment Management
Massachusetts
$9.37M 98,098 +98,098 New
MIAN
81
Mariner Independent Advisor Network
Kansas
$9.12M 95,503 +251 +0.3%
CA
82
Cumberland Advisors
Florida
$9M 94,245 +79,860 +555%
OIA
83
OneDigital Investment Advisors
Kansas
$8.51M 89,055 -22,287 -20%
BWFA
84
Baltimore-Washington Financial Advisors
Maryland
$8.4M 87,952 -1,935 -2%
MIH
85
Madison Investment Holdings
Wisconsin
$8.02M 83,943 -2,708 -3%
LFG
86
LifePlan Financial Group
Ohio
$7.98M 83,538 +719 +0.9%
Citadel Advisors
87
Citadel Advisors
Florida
$7.79M 81,554 +81,554 New
RW
88
REDW Wealth
New Mexico
$7.77M 81,325 -920 -1%
KWM
89
Kingsview Wealth Management
Oregon
$7.76M 81,180 -2,838 -3%
MA
90
Montag & Associates
Georgia
$7.52M 78,673 -2,061 -3%
BAS
91
Brown Advisory Securities
Maryland
$7.32M 76,533 -705 -0.9%
OPCM
92
Osborne Partners Capital Management
California
$7.17M 75,034 -5,994 -7%
NAM
93
NTV Asset Management
West Virginia
$7.15M 74,851 +226 +0.3%
TPW
94
Tiller Private Wealth
Pennsylvania
$7.11M 74,399 -920 -1%
PGFC
95
Peapack-Gladstone Financial Corp
New Jersey
$7.1M 74,297 -5,645 -7%
ML
96
McAdam LLC
Pennsylvania
$6.65M 69,643 +5,977 +9%
William Blair & Company
97
William Blair & Company
Illinois
$6.55M 68,554 +561 +0.8%
DBIA
98
Dumont & Blake Investment Advisors
New Jersey
$6.52M 68,221 -395 -0.6%
TFA
99
Transamerica Financial Advisors
Florida
$6.33M 66,256 +15,965 +32%
WJA
100
Williams Jones & Associates
New York
$6.25M 65,404 -1,916 -3%
2 3
4
5 6