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Invesco S&P 500 Equal Weight ETF

661 hedge funds and large institutions have $4.54B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 322 reducing their positions, and 120 closing their positions.

Holders
661
Holders Change
-68
Holders Change %
-9.33%
% of All Funds
14.6%
Holding in Top 10
48
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-37.66%
% of All Funds
1.06%
New
58
Increased
183
Reduced
322
Closed
120
Calls
$5.34M
Puts
$3.72M
Net Calls
+$1.62M
Net Calls Change
-$19.8M
Name Market Value Shares Shares
Change
Shares
Change %
AR
76
Advisory Research
Illinois
$9.55M 113,609 +46,062 +68%
SRC
77
Sage Rhino Capital
California
$9.42M 112,091 +5,313 +5%
GBT
78
Grove Bank & Trust
Florida
$8.73M 103,907 -24,564 -19%
FLPIM
79
F.L. Putnam Investment Management
Massachusetts
$8.65M 102,979 -12,101 -11%
WCM
80
WealthBridge Capital Management
Ohio
$8.64M 102,819 -18,910 -16%
OA
81
Oxbow Advisors
Texas
$8.62M 102,635 +19,195 +23%
NEPWA
82
New England Private Wealth Advisors
Massachusetts
$8.57M 101,951 -23,554 -19%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$8.54M 101,607 -315,850 -76%
CFB
84
Cullen/Frost Bankers
Texas
$8.27M 98,423 +2,027 +2%
SCM
85
Sterneck Capital Management
Missouri
$8.22M 97,802 +9,962 +11%
BWFA
86
Baltimore-Washington Financial Advisors
Maryland
$8.09M 96,242 +5,882 +7%
PC
87
Port Capital
Illinois
$8.05M 95,760 -326 -0.3%
NAM
88
NTV Asset Management
West Virginia
$7.88M 93,765 -6,774 -7%
PI
89
PFS Investments
Georgia
$7.82M 93,037 -207,965 -69%
PGFC
90
Peapack-Gladstone Financial Corp
New Jersey
$7.61M 90,557 +330 +0.4%
SBL
91
Sargent Bickham Lagudis
Colorado
$7.57M 90,032 -30,474 -25%
KCPG
92
Kavar Capital Partners Group
Kansas
$7.26M 86,367 -5,537 -6%
DBIA
93
Dumont & Blake Investment Advisors
New Jersey
$7.14M 85,023 -816 -1%
DADC
94
D.A. Davidson & Co
Montana
$7.1M 84,440 +3,236 +4%
RIS
95
Retirement Income Solutions
Michigan
$7.06M 83,976 -7,118 -8%
PAI
96
Pittenger & Anderson Inc
Nebraska
$6.85M 81,526 -36,162 -31%
CFA
97
Carroll Financial Associates
North Carolina
$6.66M 79,277 -1,673 -2%
EWA
98
Exencial Wealth Advisors
Oklahoma
$6.62M 78,803 +24,654 +46%
MA
99
Montag & Associates
Georgia
$6.61M 78,696 -6,820 -8%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$6.51M 77,512 -21,246 -22%