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Invesco S&P 500 Equal Weight ETF

346 hedge funds and large institutions have $3.71B invested in Invesco S&P 500 Equal Weight ETF in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 124 reducing their positions, and 22 closing their positions.

Holders
346
Holders Change
+18
Holders Change %
+5.49%
% of All Funds
9.25%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
1.12%
New
42
Increased
123
Reduced
124
Closed
22
Calls
$11.3M
Puts
$8.06M
Net Calls
+$3.23M
Net Calls Change
-$657K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$498M 6,203,002 +1,393,009 +29%
Morgan Stanley
2
Morgan Stanley
New York
$457M 5,683,896 +616,483 +12%
UBS Group
3
UBS Group
Switzerland
$353M 4,395,092 -136,247 -3%
Wells Fargo
4
Wells Fargo
California
$345M 4,287,875 -207,037 -5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$96.8M 1,204,738 +103,516 +9%
LIA
6
LBMC Investment Advisors
Tennessee
$96.8M 1,204,337 +10,494 +0.9%
RJA
7
Raymond James & Associates
Florida
$92.2M 1,148,010 -6,469 -0.6%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$79.4M 988,407 +198,576 +25%
HighTower Advisors
9
HighTower Advisors
Illinois
$76.3M 949,257 +19,570 +2%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$73.7M 917,766 +651,170 +244%
Goldman Sachs
11
Goldman Sachs
New York
$69.9M 869,791 +69,264 +9%
GH
12
GAM Holding
Switzerland
$59.5M 740,000
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$54.5M 678,878 +66,162 +11%
Ameriprise
14
Ameriprise
Minnesota
$41.1M 514,178 +60,260 +13%
ECM
15
ETrade Capital Management
Virginia
$38.5M 479,762 +72,240 +18%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$36.9M 459,145 +7,920 +2%
SFI
17
SPC Financial Inc
Maryland
$36.3M 451,182 +67,415 +18%
CA
18
Cetera Advisors
Colorado
$35.7M 444,927 -8,162 -2%
Stifel Financial
19
Stifel Financial
Missouri
$33.5M 417,257 +28,703 +7%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$31.6M 393,348 +188,671 +92%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$31.4M 390,938 +49,961 +15%
AAS
22
Annex Advisory Services
Wisconsin
$28.9M 359,849 +3,667 +1%
SG
23
Strid Group
Pennsylvania
$28.2M 348,487 +348,487 New
WMG
24
WESCAP Management Group
California
$26.1M 325,164 -23,778 -7%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$26M 440,057 +380,986 +645%