RSP icon

Invesco S&P 500 Equal Weight ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
RFC
126
Regions Financial Corp
Alabama
$940K +$17.6K +247 +2%
CAM
127
Capstone Asset Management
Texas
$919K -$7.13K -100 -0.8%
RJT
128
Raymond James Trust
Florida
$909K -$16.4K -230 -2%
BRWA
129
B. Riley Wealth Advisors
Florida
$893K -$145K -2,036 -14%
BBPWM
130
Blue Bell Private Wealth Management
Pennsylvania
$884K +$649K +9,110 +276%
SC
131
Scotia Capital
Ontario, Canada
$856K -$163K -2,286 -16%
WAM
132
Wood Asset Management
Florida
$792K -$163K -2,290 -17%
HSA
133
HBK Sorce Advisory
Pennsylvania
$764K +$316K +4,428 +70%
AW
134
ACG Wealth
Georgia
$763K +$763K +10,707 New
VAM
135
Visionary Asset Management
Texas
$758K -$132K -1,857 -15%
FUBT
136
First United Bank & Trust
Maryland
$737K +$32.1K +450 +5%
BIM
137
Baldwin Investment Management
Pennsylvania
$734K
FNBOO
138
First National Bank of Omaha
Nebraska
$734K +$78.9K +1,106 +12%
SSWM
139
Sheets Smith Wealth Management
North Carolina
$733K +$43.1K +605 +6%
ICAS
140
Investors Capital Advisory Services
Massachusetts
$729K +$207K +2,904 +40%
RC
141
RegentAtlantic Capital
New Jersey
$724K
HFM
142
Hartford Financial Management
Connecticut
$716K +$997 +14 +0.1%
PAMG
143
Patton Albertson Miller Group
Tennessee
$714K -$683K -9,580 -49%
KFS
144
KMS Financial Services
Washington
$698K +$47K +660 +7%
PCM
145
Princeton Capital Management
New Jersey
$695K +$224K +3,143 +48%
PFS
146
Prospera Financial Services
Texas
$670K -$231K -3,248 -26%
PSUF
147
People's United Financial
Connecticut
$648K +$64.1K +900 +11%
SSB
148
Sandy Spring Bank
Maryland
$615K +$150K +2,107 +32%
STI
149
Susquehanna Trust & Investment
Pennsylvania
$581K -$65.3K -917 -10%
OIA
150
Optimum Investment Advisors
Illinois
$577K +$33.4K +469 +6%