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Invesco S&P 500 Equal Weight Technology ETF

168 hedge funds and large institutions have $649M invested in Invesco S&P 500 Equal Weight Technology ETF in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

38.2% more ownership

Funds ownership: 308.18%346.38% (+38%)

23% more capital invested

Capital invested by funds: $528M → $649M (+$121M)

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

9% more funds holding

Funds holding: 154168 (+14)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
168
Holders Change
+14
Holders Change %
+9.09%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
33
Increased
54
Reduced
44
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$2.13M +$1.37M +82,540 +187%
UCFA
52
United Capital Financial Advisors
Texas
$2.08M +$92.9K +5,610 +5%
AC
53
Avestar Capital
New York
$2.08M +$396K +23,940 +24%
RJT
54
Raymond James Trust
Florida
$1.99M
ACP
55
Ashfield Capital Partners
California
$1.97M +$158K +9,550 +9%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$1.85M -$176K -10,620 -9%
VBFG
57
Vishria Bird Financial Group
Tennessee
$1.85M -$8.11K -490 -0.4%
AFG
58
Albion Financial Group
Utah
$1.82M -$12.6K -760 -0.7%
HFM
59
Hartford Financial Management
Connecticut
$1.64M
CAN
60
Cetera Advisor Networks
California
$1.58M +$182K +10,980 +13%
BFO
61
Biltmore Family Office
North Carolina
$1.42M -$134K -8,100 -9%
FANJ
62
Financial Architects (New Jersey)
New Jersey
$1.31M +$4.97K +300 +0.4%
IA
63
IFP Advisors
Florida
$1.23M -$729K -44,010 -38%
JMPWA
64
JP Morgan Private Wealth Advisors
California
$1.22M +$36.6K +2,210 +3%
APA
65
American Portfolios Advisors
New York
$1.2M +$59.1K +3,570 +5%
AA
66
Apriem Advisors
California
$1.2M
SIC
67
SFE Investment Counsel
California
$1.17M -$214K -12,930 -16%
WA
68
Waverly Advisors
Alabama
$1.09M
FI
69
FormulaFolio Investments
Michigan
$930K +$186K +11,210 +25%
BCI
70
Brinker Capital Investments
Pennsylvania
$896K +$71.3K +4,310 +9%
MIG
71
McGuire Investment Group
Rhode Island
$893K +$879K +53,080 New
SPC
72
Sigma Planning Corp
Michigan
$876K +$862K +52,060 New
KSA
73
Ken Stern & Associates
California
$863K +$202K +12,220 +31%
HB
74
Homrich & Berg
Georgia
$859K +$662 +40 +0.1%
CCMD
75
Cypress Capital Management (Delaware)
Delaware
$852K -$33.9K -2,050 -4%