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Invesco S&P 500 Equal Weight ETF

255 hedge funds and large institutions have $2.63B invested in Invesco S&P 500 Equal Weight ETF in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+24
Holders Change %
+10.39%
% of All Funds
7.37%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.95%
New
39
Increased
113
Reduced
67
Closed
13
Calls
$5.37M
Puts
$1.71M
Net Calls
+$3.66M
Net Calls Change
+$3.69M
Name Holding Trade Value Shares
Change
Shares
Change %
MSU
126
Maple Securities USA
New Jersey
$1.27M -$153K -2,100 -11%
EWA
127
EP Wealth Advisors
California
$1.25M -$21.9K -300 -2%
CC
128
Capital Counsel
New York
$1.22M -$1.41M -19,345 -54%
BWFA
129
Baltimore-Washington Financial Advisors
Maryland
$1.21M +$188K +2,575 +18%
RFC
130
Regions Financial Corp
Alabama
$1.17M +$210K +2,876 +22%
ICOA
131
Investment Centers of America
North Dakota
$1.13M +$1.13M +17,184 New
PCM
132
Princeton Capital Management
New Jersey
$1.11M +$397K +5,440 +56%
GLA
133
Great Lakes Advisors
Illinois
$1.09M +$746K +10,221 +217%
SSWM
134
Sheets Smith Wealth Management
North Carolina
$1.04M +$286K +3,912 +38%
ABC
135
Associated Banc-Corp
Wisconsin
$1.01M -$22.4K -307 -2%
SB
136
Suntrust Banks
Georgia
$1M -$145K -1,990 -13%
KFS
137
KMS Financial Services
Washington
$1M +$285K +3,898 +40%
RJT
138
Raymond James Trust
Florida
$986K +$56.2K +771 +6%
FUBT
139
First United Bank & Trust
Maryland
$961K +$206K +2,820 +27%
TRCT
140
Tower Research Capital (TRC)
New York
$961K +$961K +13,171 New
PSUF
141
People's United Financial
Connecticut
$915K +$251K +3,446 +38%
BRWA
142
B. Riley Wealth Advisors
Florida
$913K -$1.82K -25 -0.2%
HSA
143
HBK Sorce Advisory
Pennsylvania
$889K +$107K +1,459 +14%
ACM
144
Avalon Capital Management
California
$881K +$881K +12,075 New
SC
145
Scotia Capital
Ontario, Canada
$875K
ACM
146
Aviance Capital Management
Florida
$846K +$341K +4,667 +67%
NDSI
147
Newman Dignan & Sheerar Inc
Rhode Island
$845K +$68.4K +938 +9%
CAM
148
Capstone Asset Management
Texas
$789K -$153K -2,090 -16%
SSB
149
Sandy Spring Bank
Maryland
$776K +$146K +2,005 +23%
FHB
150
First Hawaiian Bank
Hawaii
$771K -$525K -7,195 -41%