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Invesco S&P 500 Equal Weight ETF

366 hedge funds and large institutions have $4.01B invested in Invesco S&P 500 Equal Weight ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 150 increasing their positions, 114 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+20
Holders Change %
+5.78%
% of All Funds
9.78%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.12%
New
38
Increased
150
Reduced
114
Closed
14
Calls
$10.9M
Puts
$5.58M
Net Calls
+$5.33M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
201
Next Financial Group
Texas
$743K +$268K +3,206 +56%
BSA
202
Braun Stacey Associates
New York
$718K +$32.6K +390 +5%
EWA
203
EP Wealth Advisors
California
$695K +$4.68K +56 +0.7%
AWA
204
Arete Wealth Advisors
Illinois
$693K +$10.8K +129 +2%
AIA
205
Allegis Investment Advisors
Idaho
$665K +$57.3K +686 +9%
HH
206
Hilltop Holdings
Texas
$656K
KP
207
Keel Point
Alabama
$633K -$152K -1,815 -19%
GP
208
Girard Partners
Pennsylvania
$633K -$41.7K -499 -6%
BIM
209
Baldwin Investment Management
Pennsylvania
$631K -$16.7K -200 -3%
NFA
210
Nationwide Fund Advisors
Ohio
$623K +$623K +7,455 New
ICRM
211
Insight Capital Research & Management
California
$621K -$6.77K -81 -1%
FA
212
FDx Advisors
Illinois
$598K +$288K +3,448 +93%
WOC
213
West Oak Capital
California
$583K -$14.2K -170 -2%
SIC
214
Shoker Investment Counsel
Ohio
$562K +$501 +6 +0.1%
RC
215
Roundview Capital
New Jersey
$560K +$132K +1,575 +31%
KA
216
Klingman & Associates
New York
$556K
KIA
217
KCM Investment Advisors
California
$550K +$29.3K +350 +6%
VWA
218
V Wealth Advisors
Kansas
$548K -$22.6K -271 -4%
LPL Financial
219
LPL Financial
California
$548K -$9.13K -110 -2%
AFS
220
Aft Forsyth & Sober
Florida
$545K +$25.1K +300 +5%
NFG
221
Nations Financial Group
Iowa
$537K +$3.43K +41 +0.6%
MCM
222
MAI Capital Management
Ohio
$533K
FNBOO
223
First National Bank of Omaha
Nebraska
$529K +$35.8K +428 +7%
GC
224
Gratus Capital
Georgia
$518K -$151K -1,808 -23%
QCMC
225
Quantum Capital Management (California)
California
$514K -$9.78K -117 -2%