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Invesco S&P 500 Equal Weight ETF

213 hedge funds and large institutions have $2.04B invested in Invesco S&P 500 Equal Weight ETF in 2013 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 102 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
213
Holders Change
+21
Holders Change %
+10.94%
% of All Funds
6.91%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.62%
New
39
Increased
102
Reduced
44
Closed
16
Calls
$3.12M
Puts
$1.65M
Net Calls
+$1.47M
Net Calls Change
-$1.15M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$274M 4,198,758 +596,116 +17%
Wells Fargo
2
Wells Fargo
California
$241M 3,701,219 +423,531 +13%
Bank of America
3
Bank of America
North Carolina
$189M 2,899,191 +1,015,415 +54%
U
4
UBS
Switzerland
$142M 2,180,459 +498,599 +30%
LPL Financial
5
LPL Financial
California
$97.1M 1,465,319 +245,715 +20%
SMM
6
Stadion Money Management
Georgia
$92.5M 1,418,395 +1,418,395 New
LIA
7
LBMC Investment Advisors
Tennessee
$59.2M 908,234 +63,339 +7%
AFS
8
Aft Forsyth & Sober
Florida
$56.8M 870,975 +20,725 +2%
RJA
9
Raymond James & Associates
Florida
$47.8M 733,463 +32,178 +5%
GH
10
GAM Holding
Switzerland
$43.4M 665,000 +665,000 New
HighTower Advisors
11
HighTower Advisors
Illinois
$39.3M 602,878 +1,425 +0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$38M 583,091 +288,448 +98%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$37.9M 581,971 +173,817 +43%
AssetMark Inc
14
AssetMark Inc
California
$35.3M 541,149 +541,149 New
CWA
15
Constellation Wealth Advisors
New York
$34.4M 527,800 -34,685 -6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$29.9M 458,248 +33,875 +8%
SFI
17
SPC Financial Inc
Maryland
$23.4M 358,185 +13,575 +4%
SAS
18
Stelac Advisory Services
New York
$20.4M 319,207 +25,454 +9%
ECM
19
ETrade Capital Management
Virginia
$19.8M 304,132 +34,419 +13%
SNC
20
Stifel Nicolaus & Co
Missouri
$18.9M 290,564 -18,912 -6%
GA
21
Gateway Advisory
New Jersey
$17.6M 269,296 +18,816 +8%
AAS
22
Annex Advisory Services
Wisconsin
$17.3M 265,902 +25,736 +11%
CA
23
Cetera Advisors
Colorado
$16M 245,480 +41,530 +20%
HCM
24
Hengehold Capital Management
Ohio
$15.1M 231,616 +231,616 New
Ameriprise
25
Ameriprise
Minnesota
$12.4M 190,328 +51,992 +38%