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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 %
BIM
151
Baldwin Investment Management
Pennsylvania
$744K -$7.29K -100 -1%
FNBOO
152
First National Bank of Omaha
Nebraska
$741K -$10.6K -145 -1%
HFM
153
Hartford Financial Management
Connecticut
$732K -$1.53K -21 -0.2%
NES
154
New England Securities
New York
$723K +$313K +4,280 +76%
DWT
155
Dorsey & Whitney Trust
South Dakota
$712K +$712K +9,769 New
PFS
156
Prospera Financial Services
Texas
$688K +$1.46K +20 +0.2%
KA
157
Kovack Advisors
Florida
$681K +$681K +9,855 New
RC
158
RegentAtlantic Capital
New Jersey
$676K -$66.2K -907 -9%
Citadel Advisors
159
Citadel Advisors
Florida
$619K +$619K +8,474 New
PAMG
160
Patton Albertson Miller Group
Tennessee
$600K -$131K -1,798 -18%
STI
161
Susquehanna Trust & Investment
Pennsylvania
$589K -$6.35K -87 -1%
OIA
162
Optimum Investment Advisors
Illinois
$584K -$7.67K -105 -1%
ICAS
163
Investors Capital Advisory Services
Massachusetts
$580K -$167K -2,294 -22%
Deutsche Bank
164
Deutsche Bank
Germany
$575K
NCM
165
Narwhal Capital Management
Georgia
$570K +$19.2K +263 +3%
LFG
166
LifePlan Financial Group
Ohio
$565K -$4.89K -67 -0.9%
ACP
167
Ashfield Capital Partners
California
$556K
AW
168
ACG Wealth
Georgia
$554K -$228K -3,118 -29%
PCA
169
Personal Capital Advisors
California
$552K +$11.1K +152 +2%
WSTAM
170
Wilbanks Smith & Thomas Asset Management
Virginia
$549K +$549K +7,515 New
BA
171
Birinyi Associates
Connecticut
$507K +$32.8K +450 +7%
US Bancorp
172
US Bancorp
Minnesota
$496K
Bank of New York Mellon
173
Bank of New York Mellon
New York
$483K +$70.4K +964 +17%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$455K +$117K +1,604 +35%
WOC
175
West Oak Capital
California
$455K +$51.1K +700 +13%