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Invesco S&P 500 Equal Weight Financials ETF

22 hedge funds and large institutions have $34M invested in Invesco S&P 500 Equal Weight Financials ETF in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$13.2M 333,492 +71,943 +28%
WF
2
WealthTrust Fairport
Ohio
$4.5M 113,521 +14,835 +15%
Morgan Stanley
3
Morgan Stanley
New York
$3.56M 89,827 -7,193 -7%
CWM
4
Cabot Wealth Management
Massachusetts
$3.22M 81,108 -2,629 -3%
Bank of America
5
Bank of America
North Carolina
$1.94M 48,925 +2,556 +6%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.22M 30,837 -9,848 -24%
HR
7
Howe & Rusling
New York
$1.07M 26,950 +5,665 +27%
OA
8
Oxbow Advisors
Texas
$1.06M 26,625
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$928K 23,398 +23,398 New
U
10
UBS
Switzerland
$751K 18,940 +3,037 +19%
RJA
11
Raymond James & Associates
Florida
$513K 12,930 -400 -3%
CWM
12
Concert Wealth Management
California
$481K 12,054 +6,406 +113%
VKH
13
Virtu KCG Holdings
New York
$423K 10,663 +10,663 New
PAG
14
Private Advisor Group
New Jersey
$361K 9,113 +9,113 New
FANJ
15
Financial Architects (New Jersey)
New Jersey
$246K 6,210 +6,210 New
LCM
16
Liberty Capital Management
Michigan
$211K 5,315 +5,315 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$97K 2,450 -18,945 -89%
Ameriprise
18
Ameriprise
Minnesota
$97K 2,445 +2,445 New
Wells Fargo
19
Wells Fargo
California
$73K 1,840 -35 -2%
WA
20
WFG Advisors
Texas
$29K 728 +2 +0.3%
AA
21
Apriem Advisors
California
$24K 600
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$19K 495 +3 +0.6%
CS
23
Credit Suisse
Switzerland
-52,936 Closed
Nomura Holdings
24
Nomura Holdings
Japan
-100 Closed