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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$682M
2
SMM
Stadion Money Management
Georgia
$63.5M
3
BTS
BB&T Securities
Virginia
$82.2M
4
Wells Fargo
Wells Fargo
California
$401M
5
LPL Financial
LPL Financial
California
$180M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$12.1M
2
VF
Virtu Financial
New York
$1.24M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.61M
5
AI
Atria Investments
North Carolina
$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
201
Horan Capital Advisors
Ohio
$659K +$72.5K +906 +12%
ICAS
202
Investors Capital Advisory Services
Massachusetts
$658K +$61.5K +769 +10%
BSA
203
Braun Stacey Associates
New York
$656K +$299K +3,735 +84%
KIA
204
KCM Investment Advisors
California
$648K +$128K +1,603 +25%
PAM
205
Peak Asset Management
Colorado
$648K +$648K +8,091 New
BFEC
206
Benjamin F. Edwards & Company
Missouri
$643K +$265K +3,311 +70%
WSTAM
207
Wilbanks Smith & Thomas Asset Management
Virginia
$639K -$142K -1,776 -18%
STI
208
Susquehanna Trust & Investment
Pennsylvania
$616K -$27.9K -348 -4%
KPA
209
Keel Point Advisors
Virginia
$613K +$613K +7,656 New
TCM
210
Tuttle Capital Management
Connecticut
$598K -$4.45M -55,680 -88%
OIA
211
Optimum Investment Advisors
Illinois
$584K – – –
KT
212
Kanaly Trust
Texas
$579K +$11.2K +140 +2%
BA
213
Birinyi Associates
Connecticut
$560K – – –
Parallax Volatility Advisers
214
Parallax Volatility Advisers
California
$559K +$559K +6,981 New
KA
215
Klingman & Associates
New York
$559K +$559K +6,987 New
PAMG
216
Patton Albertson Miller Group
Tennessee
$522K -$217K -2,714 -29%
SFT
217
Simmons First Trust
Arkansas
$522K +$522K +6,525 New
SWP
218
Stratos Wealth Partners
Ohio
$516K +$516K +6,448 New
SFA
219
Sequoia Financial Advisors
Ohio
$516K +$516K +6,450 New
MIM
220
Marco Investment Management
Georgia
$505K +$38K +475 +8%
WJA
221
Williams Jones & Associates
New York
$503K +$503K +6,285 New
NFG
222
Next Financial Group
Texas
$499K +$53.8K +671 +12%
CFMC
223
Curbstone Financial Management Corp
New Hampshire
$490K +$214K +2,675 +78%
JWM
224
Jacobus Wealth Management
Wisconsin
$489K – – –
WOC
225
West Oak Capital
California
$487K – – –
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9
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