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Invesco S&P 500 Equal Weight ETF

269 hedge funds and large institutions have $3.21B invested in Invesco S&P 500 Equal Weight ETF in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+14
Holders Change %
+5.49%
% of All Funds
7.74%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
1.01%
New
33
Increased
126
Reduced
72
Closed
19
Calls
$1.66M
Puts
$1.48M
Net Calls
+$175K
Net Calls Change
-$3.48M
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$21.7M +$1.09M +14,187 +5%
SAS
27
Stelac Advisory Services
New York
$20.8M -$8.98M -122,470 -30%
CW
28
Cobiz Wealth
Colorado
$20.7M +$2.58M +33,668 +14%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$19.9M +$2.93M +38,161 +17%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$19.6M +$17.1M +222,419 +674%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$18.4M +$2.4M +31,323 +15%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$17.2M +$1.73M +22,517 +11%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$16.8M +$3.7M +48,274 +28%
HCP
34
Holt Capital Partners
Texas
$15.5M +$162K +2,118 +1%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$15.4M +$1.94M +25,285 +14%
IAA
36
Ironsides Asset Advisors
North Carolina
$15.1M +$15.1M +197,235 New
AI
37
Atria Investments
North Carolina
$14.5M +$1.48M +19,242 +11%
FA
38
FDx Advisors
Illinois
$14.4M +$14.4M +187,091 New
MM
39
Main Management
California
$13.2M +$4M +52,125 +43%
FANJ
40
Financial Architects (New Jersey)
New Jersey
$12.7M +$86.6K +1,129 +0.7%
SMM
41
Stadion Money Management
Georgia
$12.6M +$909K +11,852 +8%
LMIM
42
Lockheed Martin Investment Management
Maryland
$12.2M +$12.2M +158,838 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$12.2M +$8.28M +107,995 +213%
MIAN
44
Mariner Independent Advisor Network
Kansas
$11.7M +$11.7M +152,438 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$11.4M -$10.4K -136 -0.1%
LA
46
Leonetti & Associates
Illinois
$10.7M -$68K -886 -0.6%
BT
47
Beacon Trust
New Jersey
$9.8M -$148K -1,931 -1%
PSW
48
Portfolio Strategies (Washington)
Washington
$9.56M +$6.87M +89,625 +256%
NL
49
NWAM LLC
Washington
$8.79M -$450K -5,865 -5%
Jane Street
50
Jane Street
New York
$8.35M +$8.35M +108,875 New