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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$12.1M
2
VF
Virtu Financial
New York
$1.24M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.61M
5
AI
Atria Investments
North Carolina
$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
126
Investment Centers of America
North Dakota
$2.38M +$236K +2,956 +11%
FHC
127
First Heartland Consultants
Missouri
$2.32M +$33.2K +415 +1%
SG
128
Somerset Group
Minnesota
$2.3M +$319K +3,991 +16%
Lazard Asset Management
129
Lazard Asset Management
New York
$2.29M +$1.44M +17,965 +168%
MCM
130
Millie Capital Management
California
$2.22M +$2.22M +27,772 New
NPC
131
National Planning Corporation
California
$2.21M +$673K +8,567 +44%
ACM
132
Avalon Capital Management
California
$2.17M +$2.17M +27,140 New
PCA
133
Peddock Capital Advisors
Massachusetts
$2.11M -$1.16M -14,553 -36%
DWM
134
Dakota Wealth Management
Florida
$2.06M +$2.06M +25,777 New
BWFA
135
Baltimore-Washington Financial Advisors
Maryland
$2.02M +$499K +6,238 +33%
GHF
136
Good Harbor Financial
Illinois
$2.02M -$390K -4,877 -16%
M&T Bank
137
M&T Bank
New York
$1.99M +$271K +3,379 +16%
CWM
138
Concert Wealth Management
California
$1.98M -$569K -7,115 -22%
IPC
139
Independent Portfolio Consultants
Florida
$1.93M +$266K +3,320 +16%
SWA
140
SFMG Wealth Advisors
Texas
$1.91M +$82.4K +1,030 +5%
HSA
141
HBK Sorce Advisory
Pennsylvania
$1.84M +$785K +9,802 +74%
HPC
142
HM Payson & Co
Maine
$1.83M – – –
ACM
143
Argentus Capital Management
Texas
$1.78M +$1.78M +22,182 New
AR
144
Advisory Research
Illinois
$1.76M +$129K +1,615 +8%
Citadel Advisors
145
Citadel Advisors
Florida
$1.73M -$2.22M -27,688 -56%
CIBC World Market
146
CIBC World Market
Ontario, Canada
$1.73M +$114K +1,424 +7%
Koshinski Asset Management
147
Koshinski Asset Management
Illinois
$1.72M +$1.72M +21,506 New
Northern Trust
148
Northern Trust
Illinois
$1.7M +$1.38M +17,248 +428%
EFS
149
Essex Financial Services
Connecticut
$1.65M +$705K +8,814 +75%
RJT
150
Raymond James Trust
Florida
$1.64M +$407K +5,086 +33%
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