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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 %
Morgan Stanley
1
Morgan Stanley
New York
$497M 5,919,639 -596,416 -9%
Bank of America
2
Bank of America
North Carolina
$335M 3,992,464 -2,625,060 -40%
UBS Group
3
UBS Group
Switzerland
$307M 3,652,407 -1,261,615 -26%
Wells Fargo
4
Wells Fargo
California
$294M 3,504,785 -740,353 -17%
RJA
5
Raymond James & Associates
Florida
$117M 1,392,925 -155,436 -10%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$116M 1,375,328 -113,927 -8%
LIA
7
LBMC Investment Advisors
Tennessee
$109M 1,303,181 +27,680 +2%
LPL Financial
8
LPL Financial
California
$96.1M 1,144,332 -281,996 -20%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$86.3M 1,027,555 -940,368 -48%
Ameriprise
10
Ameriprise
Minnesota
$77.6M 924,108 -43,110 -4%
CIA
11
Choate Investment Advisors
Massachusetts
$75.2M 894,790 +537,259 +150%
Invesco
12
Invesco
Georgia
$72.5M 862,650 -353,497 -29%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$71M 845,330 -285,961 -25%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$70.1M 834,441 -243,188 -23%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$67.5M 803,550 -143,844 -15%
SRC
16
Shufro Rose & Co
New York
$55M 654,101 -6,392 -1%
Stifel Financial
17
Stifel Financial
Missouri
$52.4M 623,974 -22,324 -3%
CPO
18
Cerity Partners OCIO
New York
$50.9M 605,241 +51,120 +9%
ECM
19
ETrade Capital Management
Virginia
$49.7M 591,936 +26,634 +5%
HWA
20
Heritage Wealth Advisors
Virginia
$44.7M 531,723 -373,499 -41%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$41.2M 489,914 +15,843 +3%
HCA
22
Heck Capital Advisors
Wisconsin
$38.9M 462,864 +24,106 +5%
Osaic Holdings
23
Osaic Holdings
Arizona
$38.3M 24,727,871 +24,727,871 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$37.7M 448,786 +428,113 +2,071%
Goldman Sachs
25
Goldman Sachs
New York
$36.7M 437,036 +182,463 +72%