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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

415 hedge funds and large institutions have $4.91B invested in Invesco S&P 500 Equal Weight ETF in 2016 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 106 reducing their positions, and 24 closing their positions.

Holders
415
Holders Change
+49
Holders Change %
+13.39%
% of All Funds
10.39%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
1.3%
New
78
Increased
162
Reduced
106
Closed
24
Calls
$5.41M
Puts
$4.98M
Net Calls
+$424K
Net Calls Change
-$4.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$665M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$99.7M
3
UBS Group
3
UBS Group
Switzerland
$516M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$176M
5
Bank of America
5
Bank of America
North Carolina
$609M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
SMM
2
Stadion Money Management
Georgia
$0
3
CA
3
Cumberland Advisors
Florida
$23M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$0
5
CAN
5
Cetera Advisor Networks
California
$19.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$665M 7,680,588 +1,498,103 +24%
Bank of America
2
Bank of America
North Carolina
$609M 7,032,535 +543,579 +8%
UBS Group
3
UBS Group
Switzerland
$516M 5,957,926 +898,297 +18%
Wells Fargo
4
Wells Fargo
California
$443M 5,118,202 +418,027 +9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$176M 2,036,664 +764,916 +60%
RJA
6
Raymond James & Associates
Florida
$114M 1,319,023 +251,924 +24%
LIA
7
LBMC Investment Advisors
Tennessee
$104M 1,197,293 +465 +0%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$99.7M 1,150,542 +1,150,542 New
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$87.9M 1,014,422 +43,513 +4%
HighTower Advisors
10
HighTower Advisors
Illinois
$87.6M 1,010,895 +55,846 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$76.5M 883,313 +180,914 +26%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$72.1M 832,193 +336,715 +68%
Ameriprise
13
Ameriprise
Minnesota
$67.9M 782,540 +249,681 +47%
GH
14
GAM Holding
Switzerland
$64.1M 740,000 – –
SFI
15
SPC Financial Inc
Maryland
$59.4M 685,574 +92,229 +16%
MFS
16
MSI Financial Services
Massachusetts
$58.8M 678,861 +269,260 +66%
ECM
17
ETrade Capital Management
Virginia
$46.9M 541,001 +28,206 +6%
Stifel Financial
18
Stifel Financial
Missouri
$46.5M 536,379 +63,181 +13%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$43.2M 498,396 +173,270 +53%
CA
20
Cetera Advisors
Colorado
$41.2M 475,365 +20,480 +5%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$33M 380,318 +63,572 +20%
CI
22
Clal Insurance
Israel
$32.9M 380,194 -1,425 -0.4%
AAS
23
Annex Advisory Services
Wisconsin
$32.6M 376,397 +15,467 +4%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$32.4M 373,427 -26,590 -7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$31.4M 361,843 +252,532 +231%
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