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Invesco S&P 500 Equal Weight ETF

339 hedge funds and large institutions have $3.95B invested in Invesco S&P 500 Equal Weight ETF in 2015 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 106 increasing their positions, 132 reducing their positions, and 36 closing their positions.

Holders
339
Holders Change
+20
Holders Change %
+6.27%
% of All Funds
8.9%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
1.13%
New
60
Increased
106
Reduced
132
Closed
36
Calls
$4.88M
Puts
$484K
Net Calls
+$4.39M
Net Calls Change
+$3M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$560M 7,300,357 +2,516,253 +53%
Morgan Stanley
2
Morgan Stanley
New York
$488M 6,368,683 +47,756 +0.8%
Wells Fargo
3
Wells Fargo
California
$372M 4,850,678 +23,821 +0.5%
UBS Group
4
UBS Group
Switzerland
$356M 4,639,226 +76,076 +2%
LPL Financial
5
LPL Financial
California
$299M 3,932,535 +1,913,130 +95%
RJA
6
Raymond James & Associates
Florida
$97.9M 1,277,919 -93,905 -7%
LIA
7
LBMC Investment Advisors
Tennessee
$89.6M 1,169,541 +13,859 +1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$82.5M 1,075,860 +42,832 +4%
HighTower Advisors
9
HighTower Advisors
Illinois
$77.4M 1,009,976 -42,710 -4%
AFS
10
Aft Forsyth & Sober
Florida
$73.2M 955,510 -21,625 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$62.7M 817,800 +46,476 +6%
GH
12
GAM Holding
Switzerland
$59M 770,000 -20,000 -3%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$51.8M 675,794 +49,999 +8%
Ameriprise
14
Ameriprise
Minnesota
$45.9M 598,435 -16,447 -3%
CA
15
Cetera Advisors
Colorado
$38M 495,775 +15,065 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$37M 482,286 +16,831 +4%
Stifel Financial
17
Stifel Financial
Missouri
$32.2M 420,463 +55,682 +15%
ECM
18
ETrade Capital Management
Virginia
$31.7M 413,190 +1,807 +0.4%
SAS
19
Stelac Advisory Services
New York
$29.9M 394,644 -65,530 -14%
AAS
20
Annex Advisory Services
Wisconsin
$28.9M 377,091 +7,991 +2%
GA
21
Gateway Advisory
New Jersey
$27.8M 362,493 -45,885 -11%
WMG
22
WESCAP Management Group
California
$27.6M 360,096 +360,096 New
CW
23
Cobiz Wealth
Colorado
$25.5M 332,261 +3,164 +1%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$25.4M 331,562 -2,622 -0.8%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$24.5M 319,240 -5,759 -2%