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Invesco S&P 500 Equal Weight ETF

231 hedge funds and large institutions have $2.45B invested in Invesco S&P 500 Equal Weight ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 57 reducing their positions, and 10 closing their positions.

Holders
231
Holders Change
+18
Holders Change %
+8.45%
% of All Funds
6.71%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.87%
New
32
Increased
106
Reduced
57
Closed
10
Calls
$3.94M
Puts
$3.97M
Net Calls
-$30K
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
Cumberland Advisors
Florida
$16.5M +$16.5M +231,505 New
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$14M +$671K +9,413 +5%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$14M +$1.92M +26,936 +16%
HCP
29
Holt Capital Partners
Texas
$12.8M +$12.8M +179,561 New
FAAS
30
First Allied Advisory Services
California
$12.6M +$3.75M +52,572 +42%
CW
31
Cobiz Wealth
Colorado
$12.6M +$3.38M +47,389 +36%
MM
32
Main Management
California
$12.1M -$83.9K -1,178 -0.7%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$11.5M +$963K +13,520 +9%
FANJ
34
Financial Architects (New Jersey)
New Jersey
$11.5M +$1.15M +16,081 +11%
MA
35
MUFG Americas
New York
$11.4M -$576K -8,082 -5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$11M +$3.19M +44,824 +41%
SR
37
Swiss Reinsurance
Switzerland
$10.7M
Goldman Sachs
38
Goldman Sachs
New York
$10.5M +$4.59M +64,474 +78%
AI
39
Atria Investments
North Carolina
$10.3M +$717K +10,061 +7%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$10M +$167K +2,343 +2%
LA
41
Leonetti & Associates
Illinois
$9.34M -$226K -3,178 -2%
BT
42
Beacon Trust
New Jersey
$9.01M +$9.01M +126,383 New
FIG
43
FundX Investment Group
California
$8.81M -$4.48M -62,900 -34%
Comerica Bank
44
Comerica Bank
Texas
$8.09M +$7.14M +100,152 +752%
PI
45
Placemark Investments
Illinois
$8.07M +$2.01M +28,213 +33%
OA
46
Oxbow Advisors
Texas
$7.58M -$26.7K -375 -0.4%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$7.54M
AIG
48
American International Group
New York
$7.36M -$768K -10,774 -9%
BCI
49
Brinker Capital Investments
Pennsylvania
$7.13M
FHA
50
First Horizon Advisors
Tennessee
$6.89M +$297K +4,381 +5%