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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 %
Deutsche Bank
151
Deutsche Bank
Germany
$561K -$260K -3,655 -32%
DT
152
Diversified Trust
Tennessee
$556K
LFG
153
LifePlan Financial Group
Ohio
$556K +$399K +5,596 +254%
ACP
154
Ashfield Capital Partners
California
$543K +$32.2K +452 +6%
NCM
155
Narwhal Capital Management
Georgia
$538K +$538K +7,553 New
Northern Trust
156
Northern Trust
Illinois
$531K -$7.27K -102 -1%
PCA
157
Personal Capital Advisors
California
$528K +$528K +7,409 New
ACM
158
Aviance Capital Management
Florida
$493K -$60.8K -854 -11%
US Bancorp
159
US Bancorp
Minnesota
$483K +$219K +3,075 +83%
MPM
160
Meritage Portfolio Management
Kansas
$468K +$7.91K +111 +2%
BA
161
Birinyi Associates
Connecticut
$463K +$35.6K +500 +8%
JWM
162
Jacobus Wealth Management
Wisconsin
$435K
Luther King Capital Management (LKCM)
163
Luther King Capital Management (LKCM)
Texas
$433K -$276K -3,871 -39%
RMDI
164
R.M. Davis Inc
Maine
$427K -$10.5K -147 -2%
AL
165
Agran Libbie
California
$415K +$415K +5,825 New
V
166
Veritable
Delaware
$413K
Bank of New York Mellon
167
Bank of New York Mellon
New York
$403K -$37.8K -530 -9%
NES
168
New England Securities
New York
$400K +$1.14K +16 +0.3%
PAG
169
Pinnacle Advisory Group
Maryland
$397K
WOC
170
West Oak Capital
California
$394K
BF
171
BOK Financial
Oklahoma
$386K
CIBC World Market
172
CIBC World Market
Ontario, Canada
$381K +$381K +5,345 New
GHA
173
GW Henssler & Associates
Georgia
$377K +$53.1K +744 +16%
CFA
174
Carroll Financial Associates
North Carolina
$363K
NC
175
NBW Capital
Massachusetts
$349K -$21.7K -304 -6%