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Invesco S&P 500 Equal Weight ETF

433 hedge funds and large institutions have $5.49B invested in Invesco S&P 500 Equal Weight ETF in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 202 increasing their positions, 112 reducing their positions, and 31 closing their positions.

Holders
433
Holders Change
+18
Holders Change %
+4.34%
% of All Funds
10.8%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
1.37%
New
55
Increased
202
Reduced
112
Closed
31
Calls
$10.5M
Puts
$5.21M
Net Calls
+$5.26M
Net Calls Change
+$4.84M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$722M 7,944,852 +264,264 +3%
Bank of America
2
Bank of America
North Carolina
$681M 7,500,091 +467,556 +7%
UBS Group
3
UBS Group
Switzerland
$549M 6,040,598 +82,672 +1%
Wells Fargo
4
Wells Fargo
California
$481M 5,297,085 +178,883 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$191M 2,107,231 +70,567 +3%
RJA
6
Raymond James & Associates
Florida
$138M 1,515,308 +196,285 +15%
LIA
7
LBMC Investment Advisors
Tennessee
$110M 1,211,147 +13,854 +1%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$110M 1,210,812 +60,270 +5%
HighTower Advisors
9
HighTower Advisors
Illinois
$100M 1,100,618 +89,723 +9%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$98.2M 1,081,660 +67,238 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$90.7M 998,371 +115,058 +13%
Ameriprise
12
Ameriprise
Minnesota
$84.1M 913,830 +131,290 +17%
Stifel Financial
13
Stifel Financial
Missouri
$81.9M 901,844 +365,465 +68%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$78.7M 866,912 +34,719 +4%
MML Investors Services
15
MML Investors Services
Massachusetts
$68.6M 760,702 +760,702 New
SFI
16
SPC Financial Inc
Maryland
$65.7M 723,500 +37,926 +6%
ECM
17
ETrade Capital Management
Virginia
$52.6M 579,339 +38,338 +7%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$51.3M 564,505 +313,225 +125%
CA
19
Cetera Advisors
Colorado
$46.1M 507,154 +31,789 +7%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$43.8M 484,349 -14,047 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$38.3M 421,910 +60,067 +17%
SHJ
22
Sharkey, Howes & Javer
Colorado
$36.4M 400,992 +178,125 +80%
AAS
23
Annex Advisory Services
Wisconsin
$35.7M 393,385 +16,988 +5%
CPO
24
Cerity Partners OCIO
New York
$33.6M 369,620 +24,365 +7%
HCM
25
Hengehold Capital Management
Ohio
$31.7M 349,434 +230,438 +194%