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Invesco S&P 500 Equal Weight ETF

666 hedge funds and large institutions have $5.72B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 146 increasing their positions, 331 reducing their positions, and 71 closing their positions.

Holders
666
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
13.69%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.93%
New
82
Increased
146
Reduced
331
Closed
71
Calls
$21.8M
Puts
$41.2M
Net Calls
-$19.4M
Net Calls Change
-$21M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$587M 5,764,473 -155,166 -3%
Bank of America
2
Bank of America
North Carolina
$487M 4,789,244 +796,780 +20%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$457M 4,492,775 +4,002,861 +817%
UBS Group
4
UBS Group
Switzerland
$321M 3,154,205 -498,202 -14%
Wells Fargo
5
Wells Fargo
California
$292M 2,868,730 -636,055 -18%
HI
6
Horizon Investments
North Carolina
$160M 1,569,646 +1,229,786 +362%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$128M 1,252,994 -122,334 -9%
LIA
8
LBMC Investment Advisors
Tennessee
$126M 1,240,079 -63,102 -5%
RJA
9
Raymond James & Associates
Florida
$115M 1,130,017 -262,908 -19%
LPL Financial
10
LPL Financial
California
$106M 1,036,802 -107,530 -9%
Goldman Sachs
11
Goldman Sachs
New York
$99.6M 978,850 +541,814 +124%
Osaic Holdings
12
Osaic Holdings
Arizona
$97.3M 955,710 -23,772,161 -96%
Invesco
13
Invesco
Georgia
$88.2M 866,896 +4,246 +0.5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$85M 834,837 -192,718 -19%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$81.5M 801,272 -44,058 -5%
CIA
16
Choate Investment Advisors
Massachusetts
$78.6M 772,874 -121,916 -14%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$68.7M 674,990 -159,451 -19%
CPO
18
Cerity Partners OCIO
New York
$61.9M 608,279 +3,038 +0.5%
Ameriprise
19
Ameriprise
Minnesota
$61.3M 602,262 -321,846 -35%
KeyBank National Association
20
KeyBank National Association
Ohio
$59M 579,709 +558,982 +2,697%
HCA
21
Heck Capital Advisors
Wisconsin
$56.7M 557,669 +94,805 +20%
ECM
22
ETrade Capital Management
Virginia
$52.2M 512,918 -79,018 -13%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$51.1M 502,367 -301,183 -37%
Truist Financial
24
Truist Financial
North Carolina
$47.9M 470,484 +124,353 +36%
SRC
25
Shufro Rose & Co
New York
$46.4M 455,730 -198,371 -30%