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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$312M
2
U
2
UBS
Switzerland
$190M
3
Morgan Stanley
3
Morgan Stanley
New York
$330M
4
BTS
4
BB&T Securities
Virginia
$28.2M
5
Bank of America
5
Bank of America
North Carolina
$228M

Top Sellers

1
GH
1
GAM Holding
Switzerland
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$29.2M
3
AssetMark Inc
3
AssetMark Inc
California
$27.3M
4
SMM
4
Stadion Money Management
Georgia
$95M
5
FIG
5
FundX Investment Group
California
$8.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
101
Ladenburg Thalmann Financial Services
Florida
$1.91M +$505K +7,100 +36%
FHC
102
First Heartland Consultants
Missouri
$1.78M +$197K +2,761 +12%
LPT
103
Legacy Private Trust
Wisconsin
$1.77M +$573K +8,041 +48%
VFAM
104
Valley Forge Asset Management
Pennsylvania
$1.66M -$147K -2,060 -8%
SWA
105
SFMG Wealth Advisors
Texas
$1.64M – – –
HPC
106
HM Payson & Co
Maine
$1.63M – – –
NPC
107
National Planning Corporation
California
$1.53M +$322K +4,518 +27%
SG
108
Somerset Group
Minnesota
$1.48M +$103K +1,443 +7%
AC
109
Alexandria Capital
Virginia
$1.46M -$55.2K -775 -4%
AR
110
Advisory Research
Illinois
$1.45M -$12.1K -170 -0.8%
WA
111
WFG Advisors
Texas
$1.45M -$52.6K -738 -4%
WA
112
WESPAC Advisors
California
$1.43M +$118K +1,651 +9%
MSU
113
Maple Securities USA
New Jersey
$1.39M -$905K -12,700 -39%
GGPS
114
Gary Goldberg Planning Services
New York
$1.35M -$54.5K -765 -4%
TH
115
Timber Hill
Connecticut
$1.35M +$1.35M +18,911 New
CFA
116
Cahill Financial Advisors
Minnesota
$1.33M +$1.33M +18,678 New
GW
117
GW & Wade
Massachusetts
$1.29M +$143 +2 +0%
FHB
118
First Hawaiian Bank
Hawaii
$1.27M – – –
EWA
119
EP Wealth Advisors
California
$1.24M – – –
SB
120
Suntrust Banks
Georgia
$1.12M +$76.1K +1,069 +7%
MAA
121
Managed Account Advisors
New Jersey
$1.11M +$131K +1,835 +13%
ABC
122
Associated Banc-Corp
Wisconsin
$1.01M +$21.9K +307 +2%
OC
123
Oppenheimer & Co
New York
$1.01M +$98.5K +1,383 +11%
BWFA
124
Baltimore-Washington Financial Advisors
Maryland
$999K +$304K +4,265 +44%
SHA
125
Smith Hayes Advisers
Nebraska
$988K +$480K +6,731 +94%
3 4
5
6 7