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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
NA
76
NewEdge Advisors
Louisiana
$9.82M -$83.6K -817 -0.8%
PWS
77
Paragon Wealth Strategies
Florida
$9.5M -$455K -4,445 -4%
KWM
78
Kingsview Wealth Management
Oregon
$8.96M +$674K +6,582 +8%
ML
79
McAdam LLC
Pennsylvania
$8.93M +$2.06M +20,168 +29%
AA
80
Apriem Advisors
California
$8.92M +$183K +1,793 +2%
LFG
81
LifePlan Financial Group
Ohio
$8.58M +$274K +2,673 +3%
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$8.2M +$336K +3,279 +4%
RW
83
REDW Wealth
New Mexico
$8.02M -$51.8K -506 -0.6%
NAM
84
NTV Asset Management
West Virginia
$7.79M +$291K +2,841 +4%
PGFC
85
Peapack-Gladstone Financial Corp
New Jersey
$7.78M +$276K +2,701 +4%
RIS
86
Retirement Income Solutions
Michigan
$7.77M +$256K +2,505 +3%
APA
87
American Portfolios Advisors
New York
$7.67M -$14.7K -144 -0.2%
BAS
88
Brown Advisory Securities
Maryland
$7.63M -$497K -4,857 -6%
IA
89
IFP Advisors
Florida
$7.51M
CS
90
Credit Suisse
Switzerland
$7.12M -$1.36M -13,262 -16%
MCM
91
Monument Capital Management
Virginia
$7.09M +$117K +1,147 +2%
MAP
92
Milestone Advisory Partners
North Carolina
$6.99M -$291K -2,843 -4%
DBIA
93
Dumont & Blake Investment Advisors
New Jersey
$6.88M +$43.7K +427 +0.6%
CIBC World Market
94
CIBC World Market
Ontario, Canada
$6.7M +$3.93M +38,424 +133%
UCFA
95
United Capital Financial Advisors
Texas
$6.65M +$478K +4,675 +8%
GC
96
Guggenheim Capital
Illinois
$6.22M +$1.22M +11,919 +24%
Comerica Bank
97
Comerica Bank
Texas
$6.12M +$777K +7,594 +14%
DC
98
Davenport & Co
Virginia
$6.09M -$320K -3,131 -5%
OPCM
99
Osborne Partners Capital Management
California
$6M -$1.1M -10,777 -15%
EIA
100
Eldridge Investment Advisors
New Hampshire
$5.96M +$82.1K +802 +1%