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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
Bank of America
1
Bank of America
North Carolina
$69.8M -$2.7M -145,700 -4%
RJA
2
Raymond James & Associates
Florida
$41.1M -$1.62M -87,640 -4%
UBS Group
3
UBS Group
Switzerland
$33.8M -$1.38M -74,360 -4%
Wells Fargo
4
Wells Fargo
California
$27.9M -$469K -25,330 -2%
Morgan Stanley
5
Morgan Stanley
New York
$27.9M +$2.94M +158,420 +13%
BFG
6
Bouchey Financial Group
New York
$24.9M +$5.01M +270,560 +28%
JP Morgan Chase
7
JP Morgan Chase
New York
$19.2M +$14.4M +779,080 +420%
Osaic Holdings
8
Osaic Holdings
Arizona
$14.7M -$482M -26,030,480 -97%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.2M -$7.57M -408,430 -36%
LPL Financial
10
LPL Financial
California
$13.4M -$20.4K -1,100 -0.2%
BWFA
11
Baltimore-Washington Financial Advisors
Maryland
$10.5M +$547K +29,490 +6%
DWM
12
Destination Wealth Management
California
$10.4M -$179K -9,660 -2%
IMC Chicago
13
IMC Chicago
Illinois
$8.36M +$2.63M +142,020 +51%
SAM
14
SignalPoint Asset Management
Missouri
$8.21M -$389K -21,010 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.25M -$523K -28,210 -7%
Ameriprise
16
Ameriprise
Minnesota
$6.93M +$1.16M +62,430 +22%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$6.82M -$2.65M -142,770 -29%
FFWA
18
FRG Family Wealth Advisors
Washington
$6.71M -$103K -5,550 -2%
ICM
19
Islay Capital Management
Texas
$6.11M -$407K -21,950 -7%
Citigroup
20
Citigroup
New York
$5.33M +$10K +540 +0.2%
SI
21
Stephens Inc
Arkansas
$5.29M -$2.85M -154,020 -37%
CCM
22
Condor Capital Management
New Jersey
$5.25M +$17.1K +920 +0.4%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.02M -$5.08M -274,000 -52%
FFN
24
Focus Financial Network
Minnesota
$4.67M -$13K -700 -0.3%
ACM
25
AlphaStar Capital Management
North Carolina
$4.66M +$104K +5,610 +3%