RSP icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
SPIA
151
Steward Partners Investment Advisory
New York
$3.24M -$1.37M -16,350 -30%
MCM
152
Monument Capital Management
Virginia
$3.24M -$211K -2,514 -6%
SFWC
153
Strategic Family Wealth Counselors
New Jersey
$3.19M -$222K -2,647 -7%
SBH
154
Segall Bryant & Hamill
Illinois
$3.16M -$87.9K -1,045 -3%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$3.15M -$410K -4,879 -12%
CIBC World Market
156
CIBC World Market
Ontario, Canada
$3.14M +$36.1K +430 +1%
PCIA
157
Prime Capital Investment Advisors
Kansas
$3.13M +$893K +10,625 +40%
WI
158
Wintrust Investments
Illinois
$3.11M +$148K +1,757 +5%
UCFA
159
United Capital Financial Advisors
Texas
$3.1M -$624K -7,424 -17%
CFMC
160
Curbstone Financial Management Corp
New Hampshire
$3.1M +$50.4K +600 +2%
HCIA
161
Hochman Cole Investment Advisors
Illinois
$3.08M -$103K -1,220 -3%
MIAN
162
Mariner Independent Advisor Network
Kansas
$3.03M -$482K -5,854 -14%
HIA
163
Harbor Investment Advisory
Maryland
$2.99M -$132K -1,573 -4%
NIA
164
Northstar Investment Advisors
Colorado
$2.93M
LNC
165
Lincoln National Corp
Pennsylvania
$2.91M +$14.6K +174 +0.5%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$2.86M
SCA
167
Snowden Capital Advisors
New York
$2.85M +$188K +2,235 +7%
MWM
168
Marietta Wealth Management
Georgia
$2.74M -$158K -1,881 -5%
IMC Chicago
169
IMC Chicago
Illinois
$2.72M -$118K -1,400 -4%
SFS
170
Sowell Financial Services
Arkansas
$2.68M -$2.25M -26,828 -46%
PWMAG
171
Pinnacle Wealth Management Advisory Group
New Jersey
$2.67M +$1.34M +15,978 +102%
MOS
172
MGO One Seven
Ohio
$2.64M +$698K +8,304 +36%
KFGK
173
Keystone Financial Group (Kentucky)
Kentucky
$2.53M -$159K -1,892 -6%
BEAM
174
Baker Ellis Asset Management
Washington
$2.5M -$1.57M -18,710 -39%
SFG
175
Summit Financial Group
West Virginia
$2.5M +$32.2K +383 +1%