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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

729 hedge funds and large institutions have $7.85B invested in Invesco S&P 500 Equal Weight ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 244 increasing their positions, 231 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+75
Holders Change %
+11.47%
% of All Funds
14.4%
Holding in Top 10
77
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+18.46%
% of All Funds
1.52%
New
125
Increased
244
Reduced
231
Closed
44
Calls
$26.9M
Puts
$5.5M
Net Calls
+$21.4M
Net Calls Change
+$1.06M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$44.5M
2
CG
Colony Group
Massachusetts
$37.5M
3
SFA
Sequoia Financial Advisors
Ohio
$23M
4
HCA
Heck Capital Advisors
Wisconsin
$50.8M
5
Morgan Stanley
Morgan Stanley
New York
$754M

Top Sellers

1
RCF
Rainwater Charitable Foundation
Texas
$0
2
Bank of America
Bank of America
North Carolina
$766M
3
MCIA
Mountain Capital Investment Advisors
Colorado
$0
4
MML Investors Services
MML Investors Services
Massachusetts
$25.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$66.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Maltin Wealth Management
New Jersey
$3.43M +$3.43M +29,641 New
SHJ
202
Sharkey, Howes & Javer
Colorado
$3.42M -$3.75M -32,384 -52%
SFG
203
Summit Financial Group
West Virginia
$3.39M -$343K -2,964 -9%
A
204
AdvicePeriod
California
$3.35M -$3.24K -28 -0.1%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$3.34M +$189K +1,633 +6%
S
206
SimplyRich
California
$3.32M -$6.57K -57 -0.2%
AGA
207
Arkos Global Advisors
Texas
$3.28M – – –
GAI
208
General American Investors
New York
$3.25M – – –
PFA
209
Pinnacle Family Advisors
Missouri
$3.22M +$1.09M +9,392 +51%
FAG
210
Financial Advisory Group
Texas
$3.18M -$318K -2,752 -9%
PCM
211
Parsons Capital Management
Rhode Island
$3.17M +$46.3K +400 +1%
WIA
212
Wealthstreet Investment Advisors
Texas
$3.17M +$18.5K +160 +0.6%
SSWM
213
Sheets Smith Wealth Management
North Carolina
$3.11M -$513K -4,437 -14%
SWPG
214
Strategic Wealth Partners Group
Illinois
$3.11M +$3.11M +26,899 New
Millennium Management
215
Millennium Management
New York
$3.08M +$569K +4,914 +23%
PCIA
216
Prime Capital Investment Advisors
Kansas
$3.08M +$91.8K +793 +3%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$3.07M -$72.1K -621 -2%
WA
218
Wambolt & Associates
Colorado
$2.9M +$26.6K +230 +0.9%
EAM
219
Erste Asset Management
Austria
$2.89M – – –
CAAS
220
Capital Asset Advisory Services
Michigan
$2.88M +$344K +2,915 +14%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$2.86M – – –
WDL
222
Well Done LLC
Michigan
$2.81M -$9.84K -85 -0.3%
EPWM
223
Essex Private Wealth Management
Massachusetts
$2.79M +$2.79M +24,133 New
MSAM
224
Moloney Securities Asset Management
Missouri
$2.74M -$67.3K -582 -2%
GP
225
Gresham Partners
Illinois
$2.73M – – –
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9
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