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Invesco S&P 500 Equal Weight ETF

287 hedge funds and large institutions have $3.46B invested in Invesco S&P 500 Equal Weight ETF in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 132 increasing their positions, 82 reducing their positions, and 11 closing their positions.

Holders
287
Holders Change
+18
Holders Change %
+6.69%
% of All Funds
8.33%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
1.22%
New
30
Increased
132
Reduced
82
Closed
11
Calls
$4.75M
Puts
$5.19M
Net Calls
-$441K
Net Calls Change
-$616K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$417M 5,498,665 +217,023 +4%
Wells Fargo
2
Wells Fargo
California
$347M 4,572,240 +189,049 +4%
Bank of America
3
Bank of America
North Carolina
$302M 3,984,657 +348,025 +10%
U
4
UBS
Switzerland
$269M 3,549,168 +288,672 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$146M 1,924,628 +421,103 +28%
LPL Financial
6
LPL Financial
California
$145M 1,936,607 +61,335 +3%
SAS
7
Sage Advisory Services
Texas
$98.1M 1,294,183 +577,914 +81%
LIA
8
LBMC Investment Advisors
Tennessee
$84.3M 1,112,464 +185,723 +20%
RJA
9
Raymond James & Associates
Florida
$84M 1,107,929 +130,119 +13%
AFS
10
Aft Forsyth & Sober
Florida
$77.2M 1,018,375 -36,625 -3%
HighTower Advisors
11
HighTower Advisors
Illinois
$69.7M 919,366 +1,174 +0.1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$61.2M 807,746 +54,390 +7%
GH
13
GAM Holding
Switzerland
$59.1M 780,000 -50,000 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$48.9M 645,387 +74,535 +13%
SFI
15
SPC Financial Inc
Maryland
$40.8M 538,434 +24,831 +5%
CWA
16
Constellation Wealth Advisors
New York
$38.1M 502,679 +9,760 +2%
BTS
17
BB&T Securities
Virginia
$36.1M 47,621 -34,425 -42%
SAS
18
Stelac Advisory Services
New York
$34M 458,697 +174,854 +62%
Goldman Sachs
19
Goldman Sachs
New York
$33.7M 444,403 -558,385 -56%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$32M 421,780 +202,259 +92%
ECM
21
ETrade Capital Management
Virginia
$28.8M 379,954 -3,893 -1%
HCM
22
Hengehold Capital Management
Ohio
$28.3M 373,951 +2,258 +0.6%
FA
23
FDx Advisors
Illinois
$27.4M 361,026 +173,935 +93%
GA
24
Gateway Advisory
New Jersey
$26.9M 354,377 +5,396 +2%
CA
25
Cetera Advisors
Colorado
$25.7M 338,531 +25,807 +8%