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Invesco S&P 500 Equal Weight Technology ETF

208 hedge funds and large institutions have $530M invested in Invesco S&P 500 Equal Weight Technology ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $448M → $530M (+$81.9M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 210208 (-2)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

34% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 77

305.37% less ownership

Funds ownership: 623.44%318.06% (-305%)

Holders
208
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
20
Increased
51
Reduced
77
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$4.48M -$696K -37,570 -14%
BAAM
27
Baker Avenue Asset Management
California
$3.84M +$3.58M +192,980 New
JPLA
28
Joseph P. Lucia & Associates
New York
$3.83M +$221K +11,900 +7%
SRC
29
Sage Rhino Capital
California
$3.41M -$251K -13,560 -7%
SBL
30
Sargent Bickham Lagudis
Colorado
$3.18M -$120K -6,470 -4%
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$3.15M +$29.7K +1,600 +1%
Stifel Financial
32
Stifel Financial
Missouri
$3.14M -$83.2K -4,490 -3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.07M -$706K -38,090 -20%
SC
34
Scotia Capital
Ontario, Canada
$3.06M +$754K +40,710 +36%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$2.98M -$39.3K -2,120 -1%
VWA
36
Visionary Wealth Advisors
Illinois
$2.92M -$401K -21,660 -13%
DWM
37
Dakota Wealth Management
Florida
$2.84M +$301K +16,230 +13%
CAL
38
Capital Analysts LLC
Pennsylvania
$2.76M +$382K +20,630 +17%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.48M +$432K +23,290 +23%
EFSCE
40
Enterprise Financial Services Corp (EFSC)
Missouri
$2.45M -$75.8K -4,090 -3%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$2.42M -$933K -50,320 -29%
OIA
42
OneDigital Investment Advisors
Kansas
$2.38M -$381K -20,550 -15%
MCM
43
Monument Capital Management
Virginia
$2.18M -$341K -18,380 -14%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$2.17M -$379K -20,440 -16%
TRCT
45
Tower Research Capital (TRC)
New York
$2.16M +$208K +11,220 +12%
ACG
46
Allen Capital Group
Nebraska
$2.02M -$39.1K -2,110 -2%
SPFA
47
Summit Place Financial Advisors
New Jersey
$2M +$1.86M +100,520 New
CCM
48
Cribstone Capital Management
Maine
$1.94M +$166K +8,980 +10%
NRS
49
Neville Rodie & Shaw
New York
$1.92M +$60.2K +3,250 +3%
HFM
50
Hartford Financial Management
Connecticut
$1.89M