RSP icon

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 %
JWM
176
Jacobus Wealth Management
Wisconsin
$446K
RMDI
177
R.M. Davis Inc
Maine
$442K +$3.65K +50 +0.8%
STMM
178
South Texas Money Management
Texas
$427K +$427K +5,854 New
BRWM
179
B. Riley Wealth Management
Tennessee
$419K +$419K +5,746 New
MC
180
Mathes Company
New York
$416K +$416K +5,700 New
PAG
181
Pinnacle Advisory Group
Maryland
$398K +$44 +1 +0%
BF
182
BOK Financial
Oklahoma
$392K -$3.87K -53 -1%
NC
183
NBW Capital
Massachusetts
$385K +$27.8K +381 +8%
MPM
184
Meritage Portfolio Management
Kansas
$378K -$102K -1,395 -21%
PAS
185
Partnervest Advisory Services
California
$377K +$33.6K +461 +10%
Luther King Capital Management (LKCM)
186
Luther King Capital Management (LKCM)
Texas
$376K -$67.8K -930 -15%
CFA
187
Carroll Financial Associates
North Carolina
$372K
KIA
188
KCM Investment Advisors
California
$370K +$133K +1,825 +56%
GHA
189
GW Henssler & Associates
Georgia
$363K -$22.6K -310 -6%
HK
190
Horizon Kinetics
New York
$349K +$48.7K +668 +16%
HCA
191
Horan Capital Advisors
Ohio
$347K +$85.8K +1,175 +33%
VAM
192
Visionary Asset Management
Texas
$343K -$433K -5,935 -56%
GA
193
Geneva Advisors
Illinois
$338K +$338K +4,630 New
EFS
194
Essex Financial Services
Connecticut
$332K +$332K +4,550 New
CS
195
Comerica Securities
Michigan
$328K +$25.5K +350 +8%
KCM
196
Kanawha Capital Management
Virginia
$319K -$7.67K -105 -2%
GP
197
Girard Partners
Pennsylvania
$318K +$318K +4,350 New
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$314K
LW
199
Linscomb Wealth
Texas
$313K +$23.7K +325 +8%
CB
200
Chemical Bank
Michigan
$308K