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Invesco S&P 500 Equal Weight ETF

331 hedge funds and large institutions have $4.36B invested in Invesco S&P 500 Equal Weight ETF in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+44
Holders Change %
+15.33%
% of All Funds
8.83%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
1.39%
New
65
Increased
150
Reduced
74
Closed
19
Calls
$2.71M
Puts
$7.49M
Net Calls
-$4.77M
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Shares
Change %
SB
151
Suntrust Banks
Georgia
$1.63M +$182K +2,276 +13%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$1.61M -$13.9M -173,859 -90%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$1.6M -$6.96K -87 -0.4%
OC
154
Oppenheimer & Co
New York
$1.58M +$75.7K +946 +5%
WA
155
WFG Advisors
Texas
$1.57M -$41.2K -515 -3%
BRWM
156
B. Riley Wealth Management
Tennessee
$1.51M +$400K +5,002 +36%
William Blair & Company
157
William Blair & Company
Illinois
$1.51M +$1.51M +18,870 New
CFA
158
Cahill Financial Advisors
Minnesota
$1.44M +$9.93K +124 +0.7%
ACP
159
Ashfield Capital Partners
California
$1.41M +$161K +2,009 +13%
GW
160
GW & Wade
Massachusetts
$1.41M +$11K +138 +0.8%
Two Sigma Advisers
161
Two Sigma Advisers
New York
$1.38M -$256K -3,200 -16%
AP
162
Atwood & Palmer
Missouri
$1.37M -$594K -7,415 -30%
RFC
163
Regions Financial Corp
Alabama
$1.36M -$121K -1,511 -8%
LFG
164
LifePlan Financial Group
Ohio
$1.34M +$437K +5,452 +48%
ALA
165
Atherton Lane Advisers
California
$1.33M +$179K +2,235 +16%
EWA
166
EP Wealth Advisors
California
$1.25M
JWM
167
Jackson Wealth Management
Florida
$1.25M +$1.25M +15,572 New
VF
168
Virtu Financial
New York
$1.24M -$17.2M -215,168 -93%
GLA
169
Great Lakes Advisors
Illinois
$1.23M -$401K -5,008 -25%
SSB
170
Sandy Spring Bank
Maryland
$1.22M +$122K +1,530 +11%
PSUF
171
People's United Financial
Connecticut
$1.18M
AC
172
Alexandria Capital
Virginia
$1.15M -$68.6K -857 -6%
CIC
173
Carnegie Investment Counsel
Ohio
$1.14M +$22.8K +285 +2%
SSWM
174
Sheets Smith Wealth Management
North Carolina
$1.11M +$34.7K +434 +3%
STMM
175
South Texas Money Management
Texas
$1.11M +$237K +2,966 +27%