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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

366 hedge funds and large institutions have $4.01B invested in Invesco S&P 500 Equal Weight ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 150 increasing their positions, 114 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+20
Holders Change %
+5.78%
% of All Funds
9.78%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.12%
New
38
Increased
150
Reduced
114
Closed
14
Calls
$10.9M
Puts
$5.58M
Net Calls
+$5.33M
Net Calls Change
+$2.09M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$423M
2
Morgan Stanley
Morgan Stanley
New York
$517M
3
Wells Fargo
Wells Fargo
California
$393M
4
MFS
MSI Financial Services
Massachusetts
$34.2M
5
SMM
Stadion Money Management
Georgia
$26.7M

Top Sellers

1
FIM
Frontier Investment Management
Texas
$58.3M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$0
3
Goldman Sachs
Goldman Sachs
New York
$29.6M
4
SG
Strid Group
Pennsylvania
$0
5
HCM
Hengehold Capital Management
Ohio
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
126
National Planning Corporation
California
$2.35M -$238K -2,910 -9%
PCA
127
Peddock Capital Advisors
Massachusetts
$2.32M +$51.8K +620 +2%
FHC
128
First Heartland Consultants
Missouri
$2.32M -$498K -5,961 -18%
First Trust Advisors
129
First Trust Advisors
Illinois
$2.29M -$232K -2,778 -9%
BAM
130
Bruderman Asset Management
New York
$2.26M -$129K -1,542 -5%
OC
131
Oppenheimer & Co
New York
$2.24M +$13.8K +165 +0.6%
DWM
132
Dakota Wealth Management
Florida
$2.22M -$58K -694 -3%
ICOA
133
Investment Centers of America
North Dakota
$2.19M +$173K +2,078 +9%
SPC
134
Sigma Planning Corp
Michigan
$2.19M +$189K +2,256 +9%
JWBC
135
J.W. Burns & Co
New York
$2.12M -$99K -1,185 -4%
SG
136
Somerset Group
Minnesota
$2.09M +$10.4K +124 +0.5%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$2.02M +$222K +2,651 +12%
HPC
138
HM Payson & Co
Maine
$1.93M – – –
CWM
139
Cornerstone Wealth Management
Missouri
$1.9M +$1.9M +22,956 New
ACM
140
Aviance Capital Management
Florida
$1.84M -$9.02M -107,971 -83%
CWM
141
Cabot Wealth Management
Massachusetts
$1.78M -$73.1K -874 -4%
Jane Street
142
Jane Street
New York
$1.68M -$2.54M -30,431 -60%
PA
143
Para Advisors
New York
$1.67M +$1.67M +20,000 New
PAM
144
Peak Asset Management
Colorado
$1.62M -$127K -1,523 -7%
AR
145
Advisory Research
Illinois
$1.58M +$177K +2,120 +13%
CCM
146
Colorado Capital Management
Colorado
$1.55M +$18.3K +219 +1%
CCP
147
Corient Capital Partners
California
$1.53M +$1.53M +18,336 New
BW
148
Bison Wealth
Georgia
$1.46M -$22.5K -269 -2%
GW
149
GW & Wade
Massachusetts
$1.46M +$167 +2 +0%
SSWM
150
Sheets Smith Wealth Management
North Carolina
$1.41M +$32K +383 +2%
4 5
6
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