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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 %
CCM
201
CrestPoint Capital Management
Missouri
$223K +$223K +3,125 New
BJL
202
Brighton Jones LLC
Washington
$222K +$222K +3,109 New
EAMA
203
EFG Asset Management (Americas)
Florida
$218K +$218K +3,065 New
CFB
204
Cullen/Frost Bankers
Texas
$215K -$591K -8,289 -73%
GAM
205
Garrison Asset Management
Arkansas
$213K +$213K +2,995 New
HFS
206
HL Financial Services
Kentucky
$211K -$163K -2,289 -44%
MCWS
207
McKinley Carter Wealth Services
West Virginia
$206K +$206K +2,886 New
CMO
208
Covenant Multifamily Offices
Texas
$185K +$185K +2,603 New
Creative Planning
209
Creative Planning
Kansas
$184K +$3.21K +45 +2%
CK
210
Carnick & Kubik
Colorado
$177K +$177K +2,480 New
ST
211
Smithfield Trust
Pennsylvania
$164K
FNBT
212
FineMark National Bank & Trust
Florida
$106K +$9.77K +137 +10%
PSI
213
Pinnacle Summer Investments
Virginia
$103K
BPBT
214
Boston Private Bank & Trust
Massachusetts
$95K +$50.2K +700 +112%
Invesco
215
Invesco
Georgia
$71K +$71K +998 New
MAS
216
Madden Advisory Services
Florida
$68K
MCM
217
Manchester Capital Management
Vermont
$67K
Brown Advisory
218
Brown Advisory
Maryland
$60K
DADC
219
D.A. Davidson & Co
Montana
$59K
BC
220
Bartlett & Co
Ohio
$57K
CLOS
221
Compagnie Lombard Odier SCmA
Switzerland
$57K +$57K +800 New
WEC
222
Winslow Evans & Crocker
Massachusetts
$33K +$33K +460 New
QAM
223
QCI Asset Management
New York
$27K
CEMP
224
Compass Efficient Model Portfolios
Tennessee
$20K +$7.11K +102 +55%
RIA
225
Regal Investment Advisors
Michigan
$18K +$11.4K +160 +174%