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Invesco S&P 500 Equal Weight ETF

269 hedge funds and large institutions have $3.21B invested in Invesco S&P 500 Equal Weight ETF in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 72 reducing their positions, and 19 closing their positions.

Holders
269
Holders Change
+14
Holders Change %
+5.49%
% of All Funds
7.74%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
1.01%
New
33
Increased
126
Reduced
72
Closed
19
Calls
$1.66M
Puts
$1.48M
Net Calls
+$175K
Net Calls Change
-$3.48M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$405M 5,281,642 +319,692 +6%
Wells Fargo
2
Wells Fargo
California
$336M 4,383,191 +91,677 +2%
Bank of America
3
Bank of America
North Carolina
$279M 3,636,632 +398,826 +12%
U
4
UBS
Switzerland
$250M 3,260,496 +581,691 +22%
LPL Financial
5
LPL Financial
California
$144M 1,875,272 +103,782 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$115M 1,503,525 +509,278 +51%
AFS
7
Aft Forsyth & Sober
Florida
$80.9M 1,055,000 +587,935 +126%
Goldman Sachs
8
Goldman Sachs
New York
$76.9M 1,002,788 +848,054 +548%
RJA
9
Raymond James & Associates
Florida
$75M 977,810 +126,402 +15%
LIA
10
LBMC Investment Advisors
Tennessee
$71.1M 926,741 -132,898 -13%
HighTower Advisors
11
HighTower Advisors
Illinois
$70.4M 918,192 +112,449 +14%
GH
12
GAM Holding
Switzerland
$63.7M 830,000 -30,000 -3%
BTS
13
BB&T Securities
Virginia
$62.9M 82,046 +10,703 +15%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$57.8M 753,356 +19,830 +3%
SAS
15
Sage Advisory Services
Texas
$54.9M 716,269 +716,269 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$43.8M 570,852 +32,625 +6%
SFI
17
SPC Financial Inc
Maryland
$39.4M 513,603 +14,452 +3%
CWA
18
Constellation Wealth Advisors
New York
$37.8M 492,919 +14,476 +3%
ECM
19
ETrade Capital Management
Virginia
$29.4M 383,847 +17,970 +5%
HCM
20
Hengehold Capital Management
Ohio
$28.5M 371,693 -5,011 -1%
GA
21
Gateway Advisory
New Jersey
$26.8M 348,981 +2,808 +0.8%
Stifel Financial
22
Stifel Financial
Missouri
$25.5M 333,026 +6,526 +2%
CCMG
23
Clark Capital Management Group
Pennsylvania
$24.6M 320,252 +193,889 +153%
CA
24
Cetera Advisors
Colorado
$24M 312,724 +15,920 +5%
AAS
25
Annex Advisory Services
Wisconsin
$23.8M 310,203 +13,668 +5%