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Invesco S&P 500 Equal Weight ETF

342 hedge funds and large institutions have $4.71B invested in Invesco S&P 500 Equal Weight ETF in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 154 increasing their positions, 91 reducing their positions, and 24 closing their positions.

Holders
342
Holders Change
+11
Holders Change %
+3.32%
% of All Funds
9.12%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
1.33%
New
41
Increased
154
Reduced
91
Closed
24
Calls
$1.61M
Puts
$981K
Net Calls
+$633K
Net Calls Change
+$5.41M
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$30.4M 375,409 +68,441 +22%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$28.2M 347,622 +29,662 +9%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$28.1M 346,213 +223,817 +183%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$28M 344,905 +158,621 +85%
AAS
30
Annex Advisory Services
Wisconsin
$27.4M 337,942 +8,421 +3%
JIP
31
Jaffetilchin Investment Partners
Florida
$27M 333,720 +228,661 +218%
CW
32
Cobiz Wealth
Colorado
$26.7M 329,364 +3,730 +1%
CA
33
Cumberland Advisors
Florida
$23.4M 288,500 +8,970 +3%
CAN
34
Cetera Advisor Networks
California
$22.3M 275,629 +108,584 +65%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$21.5M 265,262 -13,164 -5%
SHJ
36
Sharkey, Howes & Javer
Colorado
$20.2M 248,925 +248,925 New
CPO
37
Cerity Partners OCIO
New York
$19.2M 237,331 +237,331 New
MAA
38
Managed Account Advisors
New Jersey
$18.9M 233,292 +93,154 +66%
HCP
39
Holt Capital Partners
Texas
$16.9M 208,190 +4,165 +2%
IAA
40
Ironsides Asset Advisors
North Carolina
$15.8M 195,389 -32,033 -14%
HCM
41
Hengehold Capital Management
Ohio
$15.5M 191,217 -179,358 -48%
FANJ
42
Financial Architects (New Jersey)
New Jersey
$15.1M 185,996 +12,807 +7%
WF
43
WealthTrust Fairport
Ohio
$15M 184,453 -51,907 -22%
AWE
44
Avidian Wealth Enterprises
Texas
$14.6M 179,917 +51,420 +40%
FIM
45
Frontier Investment Management
Texas
$14.3M 175,732 +172,132 +4,781%
MM
46
Main Management
California
$14.1M 174,180 +1,970 +1%
MFS
47
MSI Financial Services
Massachusetts
$14M 173,038 +10,310 +6%
MIAN
48
Mariner Independent Advisor Network
Kansas
$13.5M 165,990 +7,913 +5%
AIM
49
Astor Investment Management
Illinois
$13.4M 165,375 +938 +0.6%
NEPWA
50
New England Private Wealth Advisors
Massachusetts
$13M 160,777 +34,393 +27%