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Invesco S&P 500 Equal Weight ETF

366 hedge funds and large institutions have $4.01B invested in Invesco S&P 500 Equal Weight ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 150 increasing their positions, 114 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+20
Holders Change %
+5.78%
% of All Funds
9.78%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.12%
New
38
Increased
150
Reduced
114
Closed
14
Calls
$10.9M
Puts
$5.58M
Net Calls
+$5.33M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
251
Greenwich Wealth Management
Connecticut
$384K +$1.51K +18 +0.4%
IP
252
Investment Partners
Ohio
$383K +$31.8K +381 +9%
Barclays
253
Barclays
United Kingdom
$379K
DADC
254
D.A. Davidson & Co
Montana
$378K +$271K +3,249 +254%
HWM
255
Highwater Wealth Management
Colorado
$365K +$365K +4,362 New
LW
256
Linscomb Wealth
Texas
$360K
DIP
257
DT Investment Partners
Pennsylvania
$356K
V
258
Veritable
Delaware
$352K -$448K -5,363 -56%
CB
259
Commerce Bank
Missouri
$347K +$124K +1,485 +56%
RWA
260
Ropes Wealth Advisors
Massachusetts
$344K
JWM
261
Jacobus Wealth Management
Wisconsin
$342K -$124K -1,483 -27%
Luther King Capital Management (LKCM)
262
Luther King Capital Management (LKCM)
Texas
$338K +$5.86K +70 +2%
BJL
263
Brighton Jones LLC
Washington
$325K +$1.17K +14 +0.4%
MCI
264
McDonald Capital Investors
California
$322K
WP
265
WealthSource Partners
California
$321K +$321K +3,837 New
MIC
266
Meridian Investment Counsel
California
$320K
PFP
267
Pinnacle Financial Partners
Tennessee
$315K
VKH
268
Virtu KCG Holdings
New York
$308K -$475K -5,678 -61%
SWM
269
SVA Wealth Management
Wisconsin
$295K
SS
270
Simplicity Solutions
Minnesota
$295K +$295K +3,525 New
GAM
271
Garrison Asset Management
Arkansas
$294K -$36.8K -440 -11%
OIA
272
Optimum Investment Advisors
Illinois
$285K +$4.18K +50 +1%
CFG
273
Cambridge Financial Group
Ohio
$284K +$98.2K +1,175 +53%
SG Americas Securities
274
SG Americas Securities
New York
$281K -$2.85M -34,050 -91%
MA
275
Menlo Advisors
California
$280K