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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

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

86% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 57

58% more funds holding in top 10

Funds holding in top 10: 1930 (+11)

20% more capital invested

Capital invested by funds: $2.04B → $2.45B (+$411M)

8% more funds holding

Funds holding: 213231 (+18)

1% less call options, than puts

Call options by funds: $3.94M | Put options by funds: $3.97M

1.02% less ownership

Funds ownership: 39.11%38.08% (-1%)

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
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$330M +$30M +439,521 +10%
Wells Fargo
2
Wells Fargo
California
$312M +$46.3M +677,322 +18%
Bank of America
3
Bank of America
North Carolina
$228M +$20.4M +299,029 +10%
U
4
UBS
Switzerland
$190M +$32.8M +480,433 +22%
LPL Financial
5
LPL Financial
California
$118M +$13.2M +193,841 +13%
SMM
6
Stadion Money Management
Georgia
$95M -$5.82M -85,228 -6%
LIA
7
LBMC Investment Advisors
Tennessee
$71.7M +$6.68M +97,754 +11%
AFS
8
Aft Forsyth & Sober
Florida
$63.8M +$1.65M +24,150 +3%
RJA
9
Raymond James & Associates
Florida
$59.3M +$6.78M +99,224 +14%
HighTower Advisors
10
HighTower Advisors
Illinois
$52.6M +$9.21M +134,729 +22%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$46.5M +$4.8M +70,217 +12%
CWA
12
Constellation Wealth Advisors
New York
$37.8M +$229K +3,355 +0.6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$36.3M +$3.48M +50,872 +11%
SFI
14
SPC Financial Inc
Maryland
$31.1M +$5.36M +78,390 +22%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$29.2M -$11.9M -173,820 -30%
BTS
16
BB&T Securities
Virginia
$28.2M +$2.49M +36,434 +1,173%
AssetMark Inc
17
AssetMark Inc
California
$27.3M -$10.8M -157,876 -29%
ECM
18
ETrade Capital Management
Virginia
$23.9M +$2.18M +31,905 +10%
SAS
19
Stelac Advisory Services
New York
$21.7M -$359K -5,252 -2%
AAS
20
Annex Advisory Services
Wisconsin
$20M +$996K +14,578 +5%
CA
21
Cetera Advisors
Colorado
$19.9M +$2.35M +34,463 +14%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$19.5M +$6.41M +93,843 +52%
GA
23
Gateway Advisory
New Jersey
$19.1M -$87.7K -1,283 -0.5%
Ameriprise
24
Ameriprise
Minnesota
$18.7M +$4.93M +72,157 +38%
HCM
25
Hengehold Capital Management
Ohio
$18.5M +$1.93M +28,236 +12%