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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

331 hedge funds and large institutions have $4.36B invested in Invesco S&P 500 Equal Weight ETF in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 74 reducing their positions, and 19 closing their positions.

Holders
331
Holders Change
+44
Holders Change %
+15.33%
% of All Funds
8.83%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
1.39%
New
65
Increased
150
Reduced
74
Closed
19
Calls
$2.71M
Puts
$7.49M
Net Calls
-$4.77M
Net Calls Change
-$4.33M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$401M
2
Morgan Stanley
2
Morgan Stanley
New York
$682M
3
SMM
3
Stadion Money Management
Georgia
$63.5M
4
BTS
4
BB&T Securities
Virginia
$82.2M
5
Wells Fargo
5
Wells Fargo
California
$401M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$12.1M
2
VF
2
Virtu Financial
New York
$1.24M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.61M
5
AI
5
Atria Investments
North Carolina
$4.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$682M 8,517,005 +3,018,340 +55%
Wells Fargo
2
Wells Fargo
California
$401M 5,007,718 +435,478 +10%
UBS Group
3
UBS Group
Switzerland
$401M 5,005,240 +5,005,240 New
Bank of America
4
Bank of America
North Carolina
$336M 4,191,207 +206,550 +5%
LPL Financial
5
LPL Financial
California
$180M 2,253,701 +317,094 +16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$151M 1,884,801 -39,827 -2%
RJA
7
Raymond James & Associates
Florida
$101M 1,258,607 +150,678 +14%
SAS
8
Sage Advisory Services
Texas
$98.1M 1,225,191 -68,992 -5%
LIA
9
LBMC Investment Advisors
Tennessee
$88.2M 1,102,137 -10,327 -0.9%
AFS
10
Aft Forsyth & Sober
Florida
$82.9M 1,036,120 +17,745 +2%
BTS
11
BB&T Securities
Virginia
$82.2M 102,747 +55,126 +116%
HighTower Advisors
12
HighTower Advisors
Illinois
$78.3M 977,609 +58,243 +6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$69.7M 871,069 +63,323 +8%
SMM
14
Stadion Money Management
Georgia
$63.5M 793,463 +658,814 +489%
GH
15
GAM Holding
Switzerland
$62.4M 780,000 – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$59.7M 745,342 +99,955 +15%
SFI
17
SPC Financial Inc
Maryland
$49.8M 621,966 +83,532 +16%
CWA
18
Constellation Wealth Advisors
New York
$41.6M 519,994 +17,315 +3%
GA
19
Gateway Advisory
New Jersey
$33.7M 420,549 +66,172 +19%
SAS
20
Stelac Advisory Services
New York
$33.4M 425,702 -32,995 -7%
ECM
21
ETrade Capital Management
Virginia
$31.3M 391,550 +11,596 +3%
Stifel Financial
22
Stifel Financial
Missouri
$31.2M 389,650 +63,331 +19%
FA
23
FDx Advisors
Illinois
$30.2M 376,652 +15,626 +4%
CA
24
Cetera Advisors
Colorado
$30M 375,560 +37,029 +11%
HCM
25
Hengehold Capital Management
Ohio
$29.7M 370,575 -3,376 -0.9%
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