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Invesco S&P 500 Equal Weight ETF

366 hedge funds and large institutions have $4.01B invested in Invesco S&P 500 Equal Weight ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 150 increasing their positions, 114 reducing their positions, and 14 closing their positions.

Holders
366
Holders Change
+20
Holders Change %
+5.78%
% of All Funds
9.78%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.12%
New
38
Increased
150
Reduced
114
Closed
14
Calls
$10.9M
Puts
$5.58M
Net Calls
+$5.33M
Net Calls Change
+$2.09M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$542M 6,488,956 +285,954 +5%
Morgan Stanley
2
Morgan Stanley
New York
$517M 6,182,485 +498,589 +9%
UBS Group
3
UBS Group
Switzerland
$423M 5,059,629 +664,537 +15%
Wells Fargo
4
Wells Fargo
California
$393M 4,700,175 +412,300 +10%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$106M 1,271,748 +67,010 +6%
LIA
6
LBMC Investment Advisors
Tennessee
$100M 1,196,828 -7,509 -0.6%
RJA
7
Raymond James & Associates
Florida
$89.2M 1,067,099 -80,911 -7%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$81.2M 970,909 +53,143 +6%
HighTower Advisors
9
HighTower Advisors
Illinois
$79.8M 955,049 +5,792 +0.6%
GH
10
GAM Holding
Switzerland
$61.9M 740,000
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$58.7M 702,399 +23,521 +3%
FIM
12
Frontier Investment Management
Texas
$58.3M 69,696 -102,744 -60%
SFI
13
SPC Financial Inc
Maryland
$49.6M 593,345 +142,163 +32%
Ameriprise
14
Ameriprise
Minnesota
$44.4M 532,859 +18,681 +4%
ECM
15
ETrade Capital Management
Virginia
$42.9M 512,795 +33,033 +7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$41.4M 495,478 +36,333 +8%
Stifel Financial
17
Stifel Financial
Missouri
$39.5M 473,198 +55,941 +13%
CA
18
Cetera Advisors
Colorado
$38M 454,885 +9,958 +2%
CA
19
Cumberland Advisors
Florida
$36.5M 437,015 +123,195 +39%
MFS
20
MSI Financial Services
Massachusetts
$34.2M 409,601 +329,403 +411%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$33.4M 400,017 +6,669 +2%
CI
22
Clal Insurance
Israel
$31.9M 381,619 +186,611 +96%
AAS
23
Annex Advisory Services
Wisconsin
$30.2M 360,930 +1,081 +0.3%
Goldman Sachs
24
Goldman Sachs
New York
$29.6M 354,110 -515,681 -59%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$27.2M 325,126 +6,124 +2%