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Invesco S&P 500 Equal Weight ETF

366 hedge funds and large institutions have $4.01B invested in Invesco S&P 500 Equal Weight ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 150 increasing their positions, 114 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+20
Holders Change %
+5.78%
% of All Funds
9.78%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.12%
New
38
Increased
150
Reduced
114
Closed
14
Calls
$10.9M
Puts
$5.58M
Net Calls
+$5.33M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
151
Avidian Wealth Enterprises
Texas
$1.39M -$4.26M -50,967 -75%
CFA
152
Cahill Financial Advisors
Minnesota
$1.37M -$9.61K -115 -0.7%
SWP
153
Stratos Wealth Partners
Ohio
$1.37M +$65.5K +784 +5%
FMBTD
154
First Midwest Bank Trust Division
Illinois
$1.36M -$20.1K -240 -1%
BWFA
155
Baltimore-Washington Financial Advisors
Maryland
$1.31M +$202K +2,418 +18%
WI
156
Wintrust Investments
Illinois
$1.29M -$1.1M -13,171 -46%
RWM
157
RKL Wealth Management
Pennsylvania
$1.25M -$16.6K -198 -1%
BF
158
BOK Financial
Oklahoma
$1.25M +$94.4K +1,130 +8%
CIBC World Market
159
CIBC World Market
Ontario, Canada
$1.25M -$72.1K -862 -5%
VFA
160
Voya Financial Advisors
Connecticut
$1.24M +$402K +4,854 +48%
CS
161
Credit Suisse
Switzerland
$1.23M -$1.16M -13,944 -49%
LSA
162
L & S Advisors
California
$1.22M +$247K +2,950 +25%
CAS
163
Cue Advisory Services
Arizona
$1.18M +$16.7K +200 +1%
JWM
164
Jackson Wealth Management
Florida
$1.17M +$1.17M +14,273 New
DIA
165
Dana Investment Advisors
Wisconsin
$1.16M +$246K +2,944 +27%
HIIFS
166
Harel Insurance Investments & Financial Services
Israel
$1.15M -$893K -11,120 Closed
KeyBank National Association
167
KeyBank National Association
Ohio
$1.13M -$118K -1,408 -9%
SFA
168
Sequoia Financial Advisors
Ohio
$1.11M +$399K +4,769 +56%
HSA
169
HBK Sorce Advisory
Pennsylvania
$1.1M +$251 +3 +0%
IPC
170
Independent Portfolio Consultants
Florida
$1.09M +$124K +1,480 +13%
WF
171
WealthTrust Fairport
Ohio
$1.08M -$4.19M -50,123 -80%
DWT
172
Dorsey & Whitney Trust
South Dakota
$1.07M
HK
173
Horizon Kinetics
New York
$1.05M -$11.1K -133 -1%
SCA
174
Snowden Capital Advisors
New York
$1.04M
1832 Asset Management
175
1832 Asset Management
Ontario, Canada
$1.03M +$20.9K +250 +2%