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Invesco S&P 500 Equal Weight Financials ETF

93 hedge funds and large institutions have $151M invested in Invesco S&P 500 Equal Weight Financials ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

18% more funds holding

Funds holding: 7993 (+14)

1.81% less ownership

Funds ownership: 38.84%37.03% (-1.8%)

12% less capital invested

Capital invested by funds: $171M → $151M (-$20.5M)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
93
Holders Change
+14
Holders Change %
+17.72%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
24
Increased
25
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
SeaCrest Wealth Management
New York
$333K +$26.4K +602 +8%
Goldman Sachs
52
Goldman Sachs
New York
$330K -$1.85M -42,205 -84%
LFS
53
Legacy Financial Strategies
Kansas
$327K -$17.2K -391 -5%
WSTAM
54
Wilbanks Smith & Thomas Asset Management
Virginia
$320K -$9.81M -223,370 -97%
Citadel Advisors
55
Citadel Advisors
Florida
$317K +$329K +7,479 New
CWM
56
Cornerstone Wealth Management
Missouri
$305K +$569K +12,960 New
MML Investors Services
57
MML Investors Services
Massachusetts
$283K -$12.3K -279 -4%
LCM
58
Liberty Capital Management
Michigan
$251K +$261K +5,934 New
BAS
59
Brown Advisory Securities
Maryland
$243K
GWM
60
Geneos Wealth Management
Colorado
$240K +$249K +5,675 New
CS
61
Comerica Securities
Michigan
$235K +$244K +5,555 New
KIA
62
KCM Investment Advisors
California
$216K -$17.3K -393 -7%
GAM
63
Garrison Asset Management
Arkansas
$201K +$208K +4,743 New
WEC
64
Winslow Evans & Crocker
Massachusetts
$170K -$40.7K -926 -19%
Citigroup
65
Citigroup
New York
$159K +$165K +3,755 New
LFG
66
LifePlan Financial Group
Ohio
$148K
BCI
67
Brinker Capital Investments
Pennsylvania
$136K -$38.4K -875 -21%
FGAM
68
Financial Gravity Asset Management
Texas
$126K -$9.71K -221 -7%
ML
69
McAdam LLC
Pennsylvania
$115K
SBL
70
Sargent Bickham Lagudis
Colorado
$112K -$7.03K -160 -6%
APA
71
American Portfolios Advisors
New York
$91.6K -$606K -13,802 -86%
TCM
72
Tradewinds Capital Management
Washington
$77K -$12.1M -274,594 -99%
GRP
73
Global Retirement Partners
California
$49K -$57.3K -1,304 -53%
AWA
74
Acorn Wealth Advisors
Michigan
$48K
WAM
75
Wealthspire Advisors (Maryland)
Maryland
$40K -$31.1K -707 -43%