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Invesco S&P 500 Equal Weight ETF

346 hedge funds and large institutions have $3.71B invested in Invesco S&P 500 Equal Weight ETF in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 124 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+18
Holders Change %
+5.49%
% of All Funds
9.25%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
1.12%
New
42
Increased
123
Reduced
124
Closed
22
Calls
$11.3M
Puts
$8.06M
Net Calls
+$3.23M
Net Calls Change
-$657K
Name Holding Trade Value Shares
Change
Shares
Change %
GC
201
Gratus Capital
Georgia
$643K +$138K +1,712 +27%
HH
202
Hilltop Holdings
Texas
$631K
BFEC
203
Benjamin F. Edwards & Company
Missouri
$624K +$52.8K +657 +9%
BIM
204
Baldwin Investment Management
Pennsylvania
$623K -$44.2K -550 -7%
BA
205
Birinyi Associates
Connecticut
$620K +$258K +3,214 +71%
ICRM
206
Insight Capital Research & Management
California
$603K +$6.51K +81 +1%
FWM
207
Frontier Wealth Management
Missouri
$593K +$563 +7 +0.1%
AIA
208
Allegis Investment Advisors
Idaho
$576K -$19.5K -246 -3%
WOC
209
West Oak Capital
California
$574K +$80.8K +1,005 +16%
IWA
210
Intercontinental Wealth Advisors
Texas
$570K
SC
211
Scotia Capital
Ontario, Canada
$549K +$133K +1,650 +32%
VWA
212
V Wealth Advisors
Kansas
$548K +$548K +6,838 New
BRWA
213
B. Riley Wealth Advisors
Florida
$543K +$543K +16,738 New
SIC
214
Shoker Investment Counsel
Ohio
$540K -$81.7K -1,017 -13%
LPL Financial
215
LPL Financial
California
$538K -$284M -3,539,348 -100%
KA
216
Klingman & Associates
New York
$534K
Manulife (Manufacturers Life Insurance)
217
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$532K +$90.2K +1,123 +20%
MCM
218
MAI Capital Management
Ohio
$513K
NFG
219
Nations Financial Group
Iowa
$513K +$17.9K +223 +4%
QCMC
220
Quantum Capital Management (California)
California
$504K +$24.8K +308 +5%
AFS
221
Aft Forsyth & Sober
Florida
$500K -$169K -2,100 -25%
KIA
222
KCM Investment Advisors
California
$500K -$127K -1,575 -20%
PCM
223
Parsons Capital Management
Rhode Island
$490K +$3.62K +45 +0.7%
FNBOO
224
First National Bank of Omaha
Nebraska
$474K -$15.2K -189 -3%
WS
225
Wedbush Securities
California
$473K +$197K +2,452 +71%