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Invesco S&P 500 Equal Weight ETF

255 hedge funds and large institutions have $2.63B invested in Invesco S&P 500 Equal Weight ETF in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 67 reducing their positions, and 13 closing their positions.

Holders
255
Holders Change
+24
Holders Change %
+10.39%
% of All Funds
7.37%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.95%
New
39
Increased
113
Reduced
67
Closed
13
Calls
$5.37M
Puts
$1.71M
Net Calls
+$3.66M
Net Calls Change
+$3.69M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$362M 4,961,950 +323,671 +7%
Wells Fargo
2
Wells Fargo
California
$313M 4,291,514 -87,027 -2%
Bank of America
3
Bank of America
North Carolina
$236M 3,237,806 +39,586 +1%
U
4
UBS
Switzerland
$196M 2,678,805 +17,913 +0.7%
LPL Financial
5
LPL Financial
California
$129M 1,771,490 +112,330 +7%
LIA
6
LBMC Investment Advisors
Tennessee
$77.3M 1,059,639 +53,651 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$72.6M 994,247 +584,976 +143%
GH
8
GAM Holding
Switzerland
$62.8M 860,000 +860,000 New
RJA
9
Raymond James & Associates
Florida
$62.1M 851,408 +18,721 +2%
HighTower Advisors
10
HighTower Advisors
Illinois
$58.8M 805,743 +68,136 +9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$53.5M 733,526 +81,338 +12%
BTS
12
BB&T Securities
Virginia
$52.1M 71,343 +31,804 +80%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$39.3M 538,227 +29,107 +6%
SFI
14
SPC Financial Inc
Maryland
$36.4M 499,151 +62,576 +14%
CWA
15
Constellation Wealth Advisors
New York
$34.9M 478,443 -52,712 -10%
AFS
16
Aft Forsyth & Sober
Florida
$34.1M 467,065 -428,060 -48%
SAS
17
Stelac Advisory Services
New York
$28.8M 406,313 +92,358 +29%
HCM
18
Hengehold Capital Management
Ohio
$27.5M 376,704 +116,852 +45%
ECM
19
ETrade Capital Management
Virginia
$26.7M 365,877 +29,840 +9%
GA
20
Gateway Advisory
New Jersey
$25.3M 346,173 +78,160 +29%
Stifel Financial
21
Stifel Financial
Missouri
$23.8M 326,500 +326,500 New
CA
22
Cetera Advisors
Colorado
$21.7M 296,804 +16,861 +6%
AAS
23
Annex Advisory Services
Wisconsin
$21.6M 296,535 +16,055 +6%
Ameriprise
24
Ameriprise
Minnesota
$19.6M 268,940 +6,455 +2%
CW
25
Cobiz Wealth
Colorado
$17.2M 235,752 +58,401 +33%