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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

269 hedge funds and large institutions have $3.21B invested in Invesco S&P 500 Equal Weight ETF in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+14
Holders Change %
+5.49%
% of All Funds
7.74%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
1.01%
New
33
Increased
126
Reduced
72
Closed
19
Calls
$1.66M
Puts
$1.48M
Net Calls
+$175K
Net Calls Change
-$3.48M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$76.9M
2
SAS
Sage Advisory Services
Texas
$54.9M
3
AFS
Aft Forsyth & Sober
Florida
$80.9M
4
U
UBS
Switzerland
$250M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$115M

Top Sellers

1
AIM
Astor Investment Management
Illinois
$0
2
LIA
LBMC Investment Advisors
Tennessee
$71.1M
3
SAS
Stelac Advisory Services
New York
$20.8M
4
PFG
Piershale Financial Group
Illinois
$0
5
SR
Swiss Reinsurance
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
151
Moors & Cabot
Massachusetts
$864K +$580K +7,553 +204%
CAM
152
Capstone Asset Management
Texas
$829K – – –
FHB
153
First Hawaiian Bank
Hawaii
$811K – – –
Lazard Asset Management
154
Lazard Asset Management
New York
$790K -$1.57M -20,438 -66%
Creative Planning
155
Creative Planning
Kansas
$787K +$558K +7,275 +243%
Deutsche Bank
156
Deutsche Bank
Germany
$775K +$171K +2,236 +28%
HFM
157
Hartford Financial Management
Connecticut
$767K -$2.15K -28 -0.3%
NES
158
New England Securities
New York
$765K +$5.37K +70 +0.7%
FNBOO
159
First National Bank of Omaha
Nebraska
$764K -$15.1K -197 -2%
DWT
160
Dorsey & Whitney Trust
South Dakota
$750K – – –
BRWA
161
B. Riley Wealth Advisors
Florida
$730K +$227K +5,655 +45%
BIM
162
Baldwin Investment Management
Pennsylvania
$721K -$61.4K -800 -8%
LFG
163
LifePlan Financial Group
Ohio
$716K +$122K +1,594 +21%
RC
164
RegentAtlantic Capital
New Jersey
$714K +$3.84K +50 +0.5%
PAMG
165
Patton Albertson Miller Group
Tennessee
$704K +$73.5K +959 +12%
WSTAM
166
Wilbanks Smith & Thomas Asset Management
Virginia
$698K +$121K +1,580 +21%
EFS
167
Essex Financial Services
Connecticut
$677K +$328K +4,275 +94%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$620K +$142K +1,850 +30%
STI
169
Susquehanna Trust & Investment
Pennsylvania
$618K -$614 -8 -0.1%
ICAS
170
Investors Capital Advisory Services
Massachusetts
$617K +$8.05K +105 +1%
Bank of New York Mellon
171
Bank of New York Mellon
New York
$614K +$107K +1,394 +21%
RMDI
172
R.M. Davis Inc
Maine
$612K +$148K +1,925 +32%
STMM
173
South Texas Money Management
Texas
$611K +$162K +2,105 +36%
OIA
174
Optimum Investment Advisors
Illinois
$610K -$3.84K -50 -0.6%
PCA
175
Personal Capital Advisors
California
$598K +$17.9K +233 +3%
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