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Invesco S&P 500 Equal Weight ETF

340 hedge funds and large institutions have $3.97B invested in Invesco S&P 500 Equal Weight ETF in 2015 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 106 increasing their positions, 132 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

907% more call options, than puts

Call options by funds: $4.88M | Put options by funds: $484K

69% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 36

15% more capital invested

Capital invested by funds: $3.46B → $3.97B (+$505M)

7% more funds holding

Funds holding: 319340 (+21)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

2.87% more ownership

Funds ownership: 38.25%41.12% (+2.9%)

20% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 132

Holders
340
Holders Change
+21
Holders Change %
+6.58%
% of All Funds
8.92%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
1.13%
New
61
Increased
106
Reduced
132
Closed
36
Calls
$4.88M
Puts
$484K
Net Calls
+$4.39M
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
301
Piershale Financial Group
Illinois
$65K +$66K +850 New
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$63K -$40.5K -521 -39%
BC
303
Bartlett & Co
Ohio
$61K
LWM
304
LBA Wealth Management
Florida
$59K +$59.6K +767 New
RWG
305
Regal Wealth Group
California
$48K +$48.4K +623 New
FWM
306
Focused Wealth Management
New York
$46K +$78 +1 +0.2%
HDIM
307
Hanson & Doremus Investment Management
Vermont
$43K
PG
308
Patten Group
Tennessee
$42.9K -$7.76K -100 -15%
ACM
309
Armbruster Capital Management
New York
$35K +$35.7K +460 New
SEI Investments
310
SEI Investments
Pennsylvania
$34K
AWM
311
Avior Wealth Management
Nebraska
$30K
VCM
312
Vigilant Capital Management
Maine
$27K
NMIS
313
Northwestern Mutual Investment Services
Wisconsin
$19K +$19K +245 New
LWA
314
Lowe Wealth Advisors
Maryland
$19K +$19.4K +250 New
PSI
315
Pinnacle Summer Investments
Virginia
$18K
CG
316
Cutler Group
California
$18K +$18.4K +237 New
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$15K
MSFP
318
Mark Sheptoff Financial Planning
Connecticut
$15K +$15.5K +200 New
MP
319
Manifold Partners
California
$14K +$12.3K +158 +608%
CCS
320
Crosspoint Capital Strategies
California
$14K +$13.2K +170 New
RFWA
321
RPg Family Wealth Advisory
Massachusetts
$11.6K +$11.7K +151 New
1832 Asset Management
322
1832 Asset Management
Ontario, Canada
$11K +$10.9K +140 New
VNA
323
Valley National Advisers
Pennsylvania
$11K +$10.9K +141 New
ADL
324
Asset Dedication LLC
California
$10K +$9.94K +128 New
TCM
325
Tradewinds Capital Management
Washington
$9K +$2.72K +35 +43%