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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 %
MPM
276
Meritage Portfolio Management
Kansas
$232K -$59K -736 -20%
CCM
277
CrestPoint Capital Management
Missouri
$218K
CFB
278
Cullen/Frost Bankers
Texas
$217K
DADC
279
D.A. Davidson & Co
Montana
$216K +$95.9K +1,202 +80%
GT
280
Glenmede Trust
Pennsylvania
$215K +$168K +2,100 +358%
EWM
281
Empirical Wealth Management
Washington
$214K -$11.2K -140 -5%
LI
282
LMCG Investments
Massachusetts
$213K +$213K +2,659 New
GAM
283
Garrison Asset Management
Arkansas
$211K
FTIOP
284
Fiduciary Trust International of Pennsylvania
Pennsylvania
$210K +$210K +2,622 New
IC
285
InterOcean Capital
Illinois
$209K +$209K +2,606 New
FBT
286
Founders Bank & Trust
Michigan
$206K
PCMC
287
Paragon Capital Management (Colorado)
Colorado
$205K +$205K +2,564 New
BAC
288
Boys Arnold & Co
North Carolina
$203K +$203K +2,535 New
JFA
289
JNBA Financial Advisors
Minnesota
$200K
ST
290
Smithfield Trust
Pennsylvania
$184K
PAI
291
Pittenger & Anderson Inc
Nebraska
$173K -$12.8K -160 -7%
SIG
292
Stanford Investment Group
California
$158K +$158K +1,970 New
TIM
293
Tortoise Investment Management
New York
$136K
KPCM
294
Kings Point Capital Management
New York
$128K -$205K -2,566 -62%
FNBT
295
FineMark National Bank & Trust
Florida
$119K
PSI
296
Pinnacle Summer Investments
Virginia
$112K
FCCM
297
First City Capital Management
Georgia
$99.3K +$14.4K +180 +17%
HDIM
298
Hanson & Doremus Investment Management
Vermont
$90K
MWP
299
MYCIO Wealth Partners
Pennsylvania
$80K
VAM
300
Visionary Asset Management
Texas
$73K +$73K +915 New