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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 %
GLA
176
Great Lakes Advisors
Illinois
$336K +$45.6K +640 +16%
PAS
177
Partnervest Advisory Services
California
$335K +$3.06K +43 +0.9%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$331K +$9.78K +137 +3%
BCM
179
BTR Capital Management
California
$328K +$21.4K +300 +7%
KCM
180
Kanawha Capital Management
Virginia
$318K -$16K -225 -5%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$306K
BAC
182
Boys Arnold & Co
North Carolina
$303K +$39.2K +550 +15%
CB
183
Chemical Bank
Michigan
$300K
CS
184
Comerica Securities
Michigan
$296K +$296K +4,150 New
HK
185
Horizon Kinetics
New York
$293K -$10.2K -143 -3%
SIC
186
Salem Investment Counselors
North Carolina
$285K
LW
187
Linscomb Wealth
Texas
$282K
MCI
188
McDonald Capital Investors
California
$274K
MIC
189
Meridian Investment Counsel
California
$272K +$272K +3,823 New
PAI
190
Pittenger & Anderson Inc
Nebraska
$258K -$5.34K -75 -2%
HCA
191
Horan Capital Advisors
Ohio
$255K +$255K +3,575 New
TCM
192
Telos Capital Management
California
$251K -$9.85K -138 -4%
William Blair & Company
193
William Blair & Company
Illinois
$251K +$24.9K +350 +11%
VC
194
Vicus Capital
Pennsylvania
$248K +$248K +3,485 New
WSFS
195
Wilmington Savings Fund Society
Delaware
$238K +$238K +3,341 New
DIA
196
Dana Investment Advisors
Wisconsin
$235K
BFEC
197
Benjamin F. Edwards & Company
Missouri
$233K +$8.77K +123 +4%
TAM
198
Taurus Asset Management
New York
$231K
KIA
199
KCM Investment Advisors
California
$231K
FBT
200
Founders Bank & Trust
Michigan
$227K +$19.7K +289 +9%