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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 %
KeyBank National Association
176
KeyBank National Association
Ohio
$1.06M +$470K +5,877 +79%
JWBC
177
J.W. Burns & Co
New York
$1.06M +$1.06M +13,257 New
RWM
178
RKL Wealth Management
Pennsylvania
$989K +$472K +5,891 +91%
CAM
179
Capstone Asset Management
Texas
$984K +$291K +3,638 +42%
WA
180
WealthTrust-Arizona
Arizona
$964K -$695K -8,675 -42%
FUBT
181
First United Bank & Trust
Maryland
$957K +$4.4K +55 +0.5%
FHB
182
First Hawaiian Bank
Hawaii
$918K +$72.7K +909 +9%
MC
183
Moors & Cabot
Massachusetts
$896K -$75.9K -950 -8%
NES
184
New England Securities
New York
$852K +$132K +1,644 +18%
DT
185
Diversified Trust
Tennessee
$845K +$845K +10,560 New
AW
186
ACG Wealth
Georgia
$836K +$241K +3,012 +41%
GWA
187
Genesis Wealth Advisors
Massachusetts
$827K +$827K +10,000 New
DWT
188
Dorsey & Whitney Trust
South Dakota
$782K
HFM
189
Hartford Financial Management
Connecticut
$780K -$21K -263 -3%
ICRM
190
Insight Capital Research & Management
California
$776K
BT
191
Beacon Trust
New Jersey
$771K -$4.38M -54,765 -85%
US Bancorp
192
US Bancorp
Minnesota
$766K +$131K +1,631 +21%
RMDI
193
R.M. Davis Inc
Maine
$762K
RC
194
RegentAtlantic Capital
New Jersey
$757K +$16K +200 +2%
BIM
195
Baldwin Investment Management
Pennsylvania
$736K
FNBOO
196
First National Bank of Omaha
Nebraska
$725K -$5.28K -66 -0.7%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$722K +$46.5K +581 +7%
PCA
198
Personal Capital Advisors
California
$716K -$22.2K -277 -3%
WS
199
Wedbush Securities
California
$703K +$20.5K +256 +3%
PC
200
Palo Capital
California
$691K +$691K +8,636 New