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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

287 hedge funds and large institutions have $3.46B invested in Invesco S&P 500 Equal Weight ETF in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 132 increasing their positions, 82 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+18
Holders Change %
+6.69%
% of All Funds
8.33%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
1.22%
New
30
Increased
132
Reduced
82
Closed
11
Calls
$4.75M
Puts
$5.19M
Net Calls
-$441K
Net Calls Change
-$616K

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$98.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$146M
3
Bank of America
3
Bank of America
North Carolina
$302M
4
U
4
UBS
Switzerland
$269M
5
VF
5
Virtu Financial
New York
$17.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$33.7M
2
BTS
2
BB&T Securities
Virginia
$36.1M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.78M
5
BT
5
Beacon Trust
New Jersey
$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$24.7M -$508K -6,707 -2%
AAS
27
Annex Advisory Services
Wisconsin
$24.3M +$779K +10,281 +3%
CW
28
Cobiz Wealth
Colorado
$23.7M +$3.32M +43,779 +16%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$22.6M +$2.94M +38,799 +15%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$22.6M +$10.6M +139,492 +88%
Ameriprise
31
Ameriprise
Minnesota
$22M +$538K +7,116 +3%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$20.4M +$3.41M +45,010 +20%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$18M -$132K -1,741 -0.7%
VF
34
Virtu Financial
New York
$17.5M +$17.5M +230,709 New
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$16.3M +$1.05M +13,860 +7%
IAA
36
Ironsides Asset Advisors
North Carolina
$16.1M +$1.19M +15,715 +8%
Citigroup
37
Citigroup
New York
$15.7M +$8.25M +108,890 +111%
HCP
38
Holt Capital Partners
Texas
$15.4M +$140K +1,846 +0.9%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$14.7M +$11.4M +150,510 +347%
CA
40
Cumberland Advisors
Florida
$14.5M +$14.5M +190,970 New
HFS
41
HL Financial Services
Kentucky
$14.1M +$9M +118,807 +178%
AI
42
Atria Investments
North Carolina
$14M -$349K -4,600 -2%
UCFA
43
United Capital Financial Advisors
Texas
$13.9M +$8.41M +110,923 +152%
LPT
44
Legacy Private Trust
Wisconsin
$13.4M +$6.07M +80,032 +83%
MM
45
Main Management
California
$13M -$78K -1,029 -0.6%
FANJ
46
Financial Architects (New Jersey)
New Jersey
$12.4M -$122K -1,607 -1%
AIM
47
Astor Investment Management
Illinois
$12M +$12M +158,432 New
PSW
48
Portfolio Strategies (Washington)
Washington
$12M +$2.55M +33,692 +27%
MFS
49
MSI Financial Services
Massachusetts
$11.7M +$4.25M +56,071 +57%
MIAN
50
Mariner Independent Advisor Network
Kansas
$11.6M +$11.3K +149 +0.1%
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