RSP icon

Invesco S&P 500 Equal Weight ETF

331 hedge funds and large institutions have $4.36B invested in Invesco S&P 500 Equal Weight ETF in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+44
Holders Change %
+15.33%
% of All Funds
8.83%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
1.39%
New
65
Increased
150
Reduced
74
Closed
19
Calls
$2.71M
Puts
$7.49M
Net Calls
-$4.77M
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Shares
Change %
LW
251
Linscomb Wealth
Texas
$343K
GHA
252
GW Henssler & Associates
Georgia
$341K -$39.2K -490 -10%
GP
253
Girard Partners
Pennsylvania
$336K +$20K +250 +6%
Luther King Capital Management (LKCM)
254
Luther King Capital Management (LKCM)
Texas
$334K
GA
255
Geneva Advisors
Illinois
$332K +$27.6K +345 +9%
SIC
256
Salem Investment Counselors
North Carolina
$320K
CT
257
Coastline Trust
Rhode Island
$320K +$320K +4,000 New
WEC
258
Winslow Evans & Crocker
Massachusetts
$313K +$9.92K +124 +3%
MCI
259
McDonald Capital Investors
California
$308K
BJL
260
Brighton Jones LLC
Washington
$307K +$1.28K +16 +0.4%
MIC
261
Meridian Investment Counsel
California
$306K
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$306K +$7.99K +100 +3%
KCM
263
Kanawha Capital Management
Virginia
$305K -$8K -100 -3%
Creative Planning
264
Creative Planning
Kansas
$304K +$52.5K +657 +21%
FIM
265
Frontier Investment Management
Texas
$288K +$288K +3,600 New
FFSOTS
266
Fiduciary Financial Services of The Southwest
Texas
$285K
PAS
267
Partnervest Advisory Services
California
$281K -$45.8K -572 -14%
CB
268
Chemical Bank
Michigan
$272K
WSFS
269
Wilmington Savings Fund Society
Delaware
$266K
VKH
270
Virtu KCG Holdings
New York
$261K -$87.8K -1,097 -25%
JPTCCM
271
J.P. Turner & Co Capital Management
Georgia
$246K +$246K +3,072 New
CK
272
Carnick & Kubik
Colorado
$242K
NCM
273
Narwhal Capital Management
Georgia
$240K -$924K -11,545 -79%
TCM
274
Telos Capital Management
California
$237K -$2.4K -30 -1%
AAM
275
Aureus Asset Management
Massachusetts
$237K +$16.7K +209 +8%