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Invesco S&P 500 Equal Weight ETF

333 hedge funds and large institutions have $4.52B invested in Invesco S&P 500 Equal Weight ETF in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 147 increasing their positions, 114 reducing their positions, and 27 closing their positions.

Holders
333
Holders Change
-9
Holders Change %
-2.63%
% of All Funds
8.98%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
1.32%
New
24
Increased
147
Reduced
114
Closed
27
Calls
$6.64M
Puts
$192K
Net Calls
+$6.45M
Net Calls Change
+$5.81M
Name Market Value Shares Shares
Change
Shares
Change %
CWM
126
Cabot Wealth Management
Massachusetts
$2.76M 34,626 -2,098 -6%
LIM
127
Leavell Investment Management
Alabama
$2.76M 34,581 -200 -0.6%
AI
128
Atria Investments
North Carolina
$2.73M 34,155 -1,437 -4%
First Trust Advisors
129
First Trust Advisors
Illinois
$2.67M 33,418 -2,178 -6%
BAM
130
Bruderman Asset Management
New York
$2.64M 33,047 +2,471 +8%
GT
131
Greenleaf Trust
Michigan
$2.54M 31,800
VFA
132
Voya Financial Advisors
Connecticut
$2.39M 29,967 +4,327 +17%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$2.37M 29,634 +207 +0.7%
SBH
134
Segall Bryant & Hamill
Illinois
$2.34M 29,325 -990 -3%
SB
135
Suntrust Banks
Georgia
$2.26M 28,381 +6,961 +32%
DWM
136
Dakota Wealth Management
Florida
$2.19M 27,442 -830 -3%
PCA
137
Peddock Capital Advisors
Massachusetts
$2.18M 27,317 +662 +2%
OC
138
Oppenheimer & Co
New York
$2.17M 27,179 -17 -0.1%
MCM
139
Millie Capital Management
California
$2.16M 27,104
BWFA
140
Baltimore-Washington Financial Advisors
Maryland
$2.16M 27,095 -782 -3%
BRWA
141
B. Riley Wealth Advisors
Florida
$2.11M 26,349 +18,504 +236%
SG
142
Somerset Group
Minnesota
$2.1M 26,288 -3,015 -10%
SWA
143
SFMG Wealth Advisors
Texas
$2.06M 25,855 -29,061 -53%
JWBC
144
J.W. Burns & Co
New York
$2.05M 25,722 +6,745 +36%
TCM
145
Tuttle Capital Management
Connecticut
$1.98M 24,794 -19,559 -44%
HSA
146
HBK Sorce Advisory
Pennsylvania
$1.93M 24,121 +5,636 +30%
NPC
147
National Planning Corporation
California
$1.92M 23,976 -327 -1%
William Blair & Company
148
William Blair & Company
Illinois
$1.88M 23,520 -950 -4%
M&T Bank
149
M&T Bank
New York
$1.87M 23,447 -2,717 -10%
RJT
150
Raymond James Trust
Florida
$1.87M 23,417 +3,288 +16%