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Invesco S&P 500 Equal Weight ETF

438 hedge funds and large institutions have $5.79B invested in Invesco S&P 500 Equal Weight ETF in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 195 increasing their positions, 138 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+5
Holders Change %
+1.15%
% of All Funds
10.94%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.37%
New
33
Increased
195
Reduced
138
Closed
23
Calls
$6.92M
Puts
$5.9M
Net Calls
+$1.02M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
201
Corient Capital Partners
California
$1.7M
LFAS
202
Level Four Advisory Services
Texas
$1.67M -$18.8M -208,172 -92%
SSWM
203
Sheets Smith Wealth Management
North Carolina
$1.66M +$6.12K +66 +0.4%
SAM
204
Shamrock Asset Management
Texas
$1.64M -$201K -2,169 -11%
PWAG
205
Polaris Wealth Advisory Group
California
$1.63M +$1.63M +17,575 New
GW
206
GW & Wade
Massachusetts
$1.62M -$33.9K -366 -2%
FA
207
FDx Advisors
Illinois
$1.61M +$296K +3,191 +23%
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$1.58M +$128K +1,385 +9%
CWM
209
Cabot Wealth Management
Massachusetts
$1.55M -$159K -1,719 -9%
BFEC
210
Benjamin F. Edwards & Company
Missouri
$1.54M -$96.1K -1,037 -6%
CPIG
211
Chicago Partners Investment Group
Illinois
$1.52M +$1.48M +16,487 +3,214%
BMCM
212
Bryn Mawr Capital Management
Pennsylvania
$1.52M +$834 +9 +0.1%
GLRA
213
Gerald L. Ray & Associates
Texas
$1.51M +$181K +1,950 +14%
BF
214
BOK Financial
Oklahoma
$1.51M -$86.6K -935 -5%
CA
215
Clearstead Advisors
Ohio
$1.47M +$126K +1,360 +9%
FMBTD
216
First Midwest Bank Trust Division
Illinois
$1.47M
CAS
217
Cue Advisory Services
Arizona
$1.46M -$27.8K -300 -2%
CCM
218
Colorado Capital Management
Colorado
$1.45M -$52.3K -565 -3%
SWM
219
Stockman Wealth Management
Montana
$1.45M +$1.04M +11,217 +256%
WA
220
WFG Advisors
Texas
$1.44M +$132K +1,429 +10%
FUBT
221
First United Bank & Trust
Maryland
$1.44M +$23.2K +250 +2%
TF
222
TIAA FSB
Florida
$1.36M +$1.36M +14,671 New
CFA
223
Cahill Financial Advisors
Minnesota
$1.33M -$9.27K -100 -0.7%
CA
224
Cumberland Advisors
Florida
$1.33M
VWA
225
V Wealth Advisors
Kansas
$1.32M +$360K +3,887 +38%