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Invesco S&P 500 Equal Weight Technology ETF

154 hedge funds and large institutions have $528M invested in Invesco S&P 500 Equal Weight Technology ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 40 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

15% more funds holding

Funds holding: 134154 (+20)

2% more capital invested

Capital invested by funds: $516M → $528M (+$12.2M)

9.35% less ownership

Funds ownership: 317.53%308.18% (-9.3%)

15% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 47

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
154
Holders Change
+20
Holders Change %
+14.93%
% of All Funds
3.53%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
43
Increased
40
Reduced
47
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
101
First Allied Advisory Services
California
$262K +$260K +16,540 New
SPI
102
Santori & Peters Inc
Pennsylvania
$250K -$95.4K -6,060 -28%
PTCG
103
Pring Turner Capital Group
California
$216K
KA
104
Kovack Advisors
Florida
$211K +$210K +13,320 New
TSS
105
Two Sigma Securities
New York
$206K +$205K +13,010 New
MA
106
Mutual Advisors
Nebraska
$204K +$203K +12,870 New
Northern Trust
107
Northern Trust
Illinois
$202K +$201K +12,770 New
FGAM
108
Financial Gravity Asset Management
Texas
$197K -$24.1K -1,530 -11%
WWMSC
109
Wagner Wealth Management (South Carolina)
South Carolina
$189K +$15.9K +1,010 +9%
LFG
110
LifePlan Financial Group
Ohio
$173K +$9.6K +610 +6%
SEI Investments
111
SEI Investments
Pennsylvania
$158K -$13.5K -860 -8%
CWM
112
Cornerstone Wealth Management
Missouri
$151K +$3.81M +241,880 New
AP
113
Advisors Preferred
Maryland
$149K +$148K +9,400 New
FHA
114
Flagship Harbor Advisors
Massachusetts
$142K +$141K +8,970 New
CF
115
Centaurus Financial
California
$137K +$136K +8,670 New
GFP
116
Gryphon Financial Partners
Ohio
$131K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$104K -$12.8K -810 -11%
RCAG
118
Rehmann Capital Advisory Group
Michigan
$102K -$101K -6,390 -50%
PCA
119
Peddock Capital Advisors
Massachusetts
$100K
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$95K +$80.7K +5,130 +576%
AWM
121
AllSquare Wealth Management
New York
$91K -$4.72K -300 -5%
WEC
122
Winslow Evans & Crocker
Massachusetts
$86K
RWA
123
River Wealth Advisors
Pennsylvania
$64K +$63.4K +4,030 New
AWA
124
Acorn Wealth Advisors
Michigan
$56K
BFEC
125
Benjamin F. Edwards & Company
Missouri
$53K -$1.26K -80 -2%