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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

331 hedge funds and large institutions have $4.36B invested in Invesco S&P 500 Equal Weight ETF in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+44
Holders Change %
+15.33%
% of All Funds
8.83%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
1.39%
New
65
Increased
150
Reduced
74
Closed
19
Calls
$2.71M
Puts
$7.49M
Net Calls
-$4.77M
Net Calls Change
-$4.33M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$682M
2
SMM
2
Stadion Money Management
Georgia
$63.5M
3
BTS
3
BB&T Securities
Virginia
$82.2M
4
Wells Fargo
4
Wells Fargo
California
$401M
5
LPL Financial
5
LPL Financial
California
$180M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$12.1M
2
VF
2
Virtu Financial
New York
$1.24M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.61M
5
AI
5
Atria Investments
North Carolina
$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$28.3M -$5.45M -68,077 -16%
AAS
27
Annex Advisory Services
Wisconsin
$26.4M +$723K +9,037 +3%
CW
28
Cobiz Wealth
Colorado
$26.1M +$995K +12,435 +4%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$25.5M +$1.55M +19,311 +6%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$24.7M +$3.1M +38,681 +14%
Ameriprise
31
Ameriprise
Minnesota
$24.5M +$1.33M +16,725 +6%
PI
32
Placemark Investments
Illinois
$22.6M +$15.3M +190,939 +208%
CA
33
Cumberland Advisors
Florida
$22.4M +$7.09M +88,560 +46%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$22.3M +$3.26M +40,770 +17%
GP
35
Gresham Partners
Illinois
$20.6M +$20.6M +257,800 New
GC
36
Guggenheim Capital
Illinois
$20.2M +$20.2M +252,294 New
WF
37
WealthTrust Fairport
Ohio
$18.9M +$14.5M +180,578 +324%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$18.6M +$1.42M +17,734 +8%
IAA
39
Ironsides Asset Advisors
North Carolina
$18.2M +$1.16M +14,472 +7%
HCP
40
Holt Capital Partners
Texas
$16.3M +$18K +225 +0.1%
GC
41
Gratus Capital
Georgia
$15.9M +$15.9M +198,063 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$14.9M +$5.15M +64,350 +53%
LPT
43
Legacy Private Trust
Wisconsin
$14M -$138K -1,725 -1%
FANJ
44
Financial Architects (New Jersey)
New Jersey
$13.9M +$790K +9,870 +6%
MM
45
Main Management
California
$13.8M +$50K +625 +0.4%
CAN
46
Cetera Advisor Networks
California
$13.4M +$2.73M +34,126 +26%
AIM
47
Astor Investment Management
Illinois
$13.2M +$481K +6,005 +4%
MFS
48
MSI Financial Services
Massachusetts
$13M +$678K +8,470 +5%
HFS
49
HL Financial Services
Kentucky
$12.9M -$1.94M -24,173 -13%
MIAN
50
Mariner Independent Advisor Network
Kansas
$12.7M +$439K +5,490 +4%
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