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Invesco S&P 500 Equal Weight ETF

255 hedge funds and large institutions have $2.63B invested in Invesco S&P 500 Equal Weight ETF in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+24
Holders Change %
+10.39%
% of All Funds
7.37%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.95%
New
39
Increased
113
Reduced
67
Closed
13
Calls
$5.37M
Puts
$1.71M
Net Calls
+$3.66M
Net Calls Change
+$3.69M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
226
Tortoise Investment Management
New York
$124K +$124K +1,700 New
FNBT
227
FineMark National Bank & Trust
Florida
$109K
Brown Advisory
228
Brown Advisory
Maryland
$109K +$48K +660 +79%
PSI
229
Pinnacle Summer Investments
Virginia
$106K
BPBT
230
Boston Private Bank & Trust
Massachusetts
$97K
FCCM
231
First City Capital Management
Georgia
$93.1K +$93.1K +1,275 New
MAS
232
Madden Advisory Services
Florida
$87K +$16.8K +230 +24%
RFA
233
Reilly Financial Advisors
California
$73K +$73K +1,000 New
MWP
234
MYCIO Wealth Partners
Pennsylvania
$73K +$73K +1,000 New
MCM
235
Manchester Capital Management
Vermont
$69K
DADC
236
D.A. Davidson & Co
Montana
$60K
BC
237
Bartlett & Co
Ohio
$58K
CLOS
238
Compagnie Lombard Odier SCmA
Switzerland
$58K
ECM
239
Exchange Capital Management
Michigan
$41K +$41K +568 New
TF
240
Trutina Financial
Washington
$35K +$35K +483 New
WEC
241
Winslow Evans & Crocker
Massachusetts
$33.6K
AUB
242
Atlantic Union Bankshares
Virginia
$33K +$33K +500 New
SF
243
Synovus Financial
Georgia
$29K +$29K +393 New
AWM
244
Avior Wealth Management
Nebraska
$29K +$29K +394 New
LWA
245
Lenox Wealth Advisors
New York
$22K +$22K +300 New
GI
246
Gradient Investments
Minnesota
$21K +$21K +286 New
QAM
247
QCI Asset Management
New York
$20K -$7.27K -100 -27%
RIA
248
Regal Investment Advisors
Michigan
$18K
SFSIG
249
San Francisco Sentry Investment Group
California
$8K
TWA
250
TCI Wealth Advisors
Arizona
$7K