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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
CBU
351
CIBC Bank USA
Illinois
-$312K -4,234 Closed
GHA
352
GW Henssler & Associates
Georgia
-$297K -4,034 Closed
SIC
353
Salem Investment Counselors
North Carolina
-$292K -4,000 Closed
CS
354
Comerica Securities
Michigan
-$292K -3,966 Closed
EWM
355
Evercore Wealth Management
New York
-$243K -3,300 Closed
RhumbLine Advisers
356
RhumbLine Advisers
Massachusetts
-$221K -3,000 Closed
PAS
357
Partnervest Advisory Services
California
-$215K -2,917 Closed
BT
358
Beacon Trust
New Jersey
-$202K -2,736 Closed
NFA
359
Nationwide Fund Advisors
Ohio
-$150K -2,035 Closed
SIG
360
Stanford Investment Group
California
-$145K -1,970 Closed
MAS
361
Madden Advisory Services
Florida
-$87K -1,190 Closed
MWP
362
MYCIO Wealth Partners
Pennsylvania
-$74K -1,000 Closed
Parallax Volatility Advisers
363
Parallax Volatility Advisers
California
-$68.2K -878 -100%
FA
364
Financial Advantage
Maryland
-$62K -841 Closed
VC
365
Vestor Capital
Illinois
-$50K -675 Closed
BNP Paribas Financial Markets
366
BNP Paribas Financial Markets
France
-$44.1K -600 Closed
CK
367
Carnick & Kubik
Colorado
-$35.3K -480 Closed
RFA
368
Reilly Financial Advisors
California
-$35K -478 Closed
TCOV
369
Trust Company of Vermont
Vermont
-$25K -338 Closed
Macquarie Group
370
Macquarie Group
Australia
-$21K -285 Closed
MCM
371
MV Capital Management
Maryland
-$18K -250 Closed
JWM
372
Jackson Wealth Management
Florida
-$14K -184 Closed
CG
373
Colony Group
Massachusetts
-$11K -150 Closed
GI
374
Gradient Investments
Minnesota
-$11K -143 Closed
W
375
Wealthfront
California
-$10K -140 Closed