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Invesco S&P 500 Equal Weight ETF

213 hedge funds and large institutions have $2.04B invested in Invesco S&P 500 Equal Weight ETF in 2013 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 102 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+21
Holders Change %
+10.94%
% of All Funds
6.91%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.62%
New
39
Increased
102
Reduced
44
Closed
16
Calls
$3.12M
Puts
$1.65M
Net Calls
+$1.47M
Net Calls Change
-$1.15M
Name Holding Trade Value Shares
Change
Shares
Change %
LW
176
Linscomb Wealth
Texas
$258K
MCI
177
McDonald Capital Investors
California
$251K
US Bancorp
178
US Bancorp
Minnesota
$242K +$156K +2,390 +181%
PAI
179
Pittenger & Anderson Inc
Nebraska
$241K -$62.9K -965 -21%
BAC
180
Boys Arnold & Co
North Carolina
$241K +$241K +3,700 New
TCM
181
Telos Capital Management
California
$238K +$65 +1 +0%
DS
182
DRW Securities
Illinois
$234K +$234K +3,429 New
AC
183
Avenir Corporation
Virginia
$229K +$229K +3,510 New
MIM
184
Marco Investment Management
Georgia
$225K -$26K -400 -10%
DIA
185
Dana Investment Advisors
Wisconsin
$215K +$215K +3,297 New
BBPWM
186
Blue Bell Private Wealth Management
Pennsylvania
$215K +$215K +3,300 New
KIA
187
KCM Investment Advisors
California
$212K -$19.6K -300 -8%
TAM
188
Taurus Asset Management
New York
$211K +$211K +3,240 New
William Blair & Company
189
William Blair & Company
Illinois
$207K +$207K +3,175 New
BFEC
190
Benjamin F. Edwards & Company
Missouri
$205K -$16.1K -247 -7%
FBT
191
Founders Bank & Trust
Michigan
$199K
AFC
192
AFT Forsyth & Company
Florida
$166K +$47.3K +725 +40%
Creative Planning
193
Creative Planning
Kansas
$165K +$128K +1,963 +345%
ST
194
Smithfield Trust
Pennsylvania
$150K
LFG
195
LifePlan Financial Group
Ohio
$144K +$58.3K +893 +68%
TIM
196
Tortoise Investment Management
New York
$111K +$52.2K +800 +89%
PSI
197
Pinnacle Summer Investments
Virginia
$94K +$94K +1,440 New
FNBT
198
FineMark National Bank & Trust
Florida
$88K -$6.78K -104 -7%
MWAM
199
Mariner Wealth Advisors (Madison)
Kansas
$88K +$88K +1,345 New
MAS
200
Madden Advisory Services
Florida
$63K +$63K +960 New