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Invesco S&P 500 Equal Weight Financials ETF

24 hedge funds and large institutions have $48.6M invested in Invesco S&P 500 Equal Weight Financials ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$14.8M 365,715 +32,223 +10%
Bank of America
2
Bank of America
North Carolina
$7.84M 193,227 +144,302 +295%
WF
3
WealthTrust Fairport
Ohio
$5.21M 128,356 +14,835 +13%
Morgan Stanley
4
Morgan Stanley
New York
$4.45M 109,685 +19,858 +22%
CWM
5
Cabot Wealth Management
Massachusetts
$3.2M 78,927 -2,181 -3%
U
6
UBS
Switzerland
$3.13M 77,120 +58,180 +307%
CCT
7
Country Club Trust
Missouri
$2.74M 67,500 +67,500 New
HR
8
Howe & Rusling
New York
$1.1M 26,965 +15 +0.1%
OA
9
Oxbow Advisors
Texas
$1.09M 26,825 +200 +0.8%
RJA
10
Raymond James & Associates
Florida
$817K 20,120 +7,190 +56%
VKH
11
Virtu KCG Holdings
New York
$790K 19,470 +8,807 +83%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$689K 16,973 +14,523 +593%
CWM
13
Concert Wealth Management
California
$683K 17,029 +4,975 +41%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$682K 16,799 -6,599 -28%
Stifel Financial
15
Stifel Financial
Missouri
$587K 14,474 +14,474 New
FANJ
16
Financial Architects (New Jersey)
New Jersey
$235K 5,800 -410 -7%
LCM
17
Liberty Capital Management
Michigan
$216K 5,315
Wells Fargo
18
Wells Fargo
California
$75K 1,840
BRWM
19
B. Riley Wealth Management
Tennessee
$51K 1,265 +1,265 New
Deutsche Bank
20
Deutsche Bank
Germany
$40K 1,000 +1,000 New
WA
21
WFG Advisors
Texas
$30K 730 +2 +0.3%
AA
22
Apriem Advisors
California
$24K 600
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$20K 496 +1 +0.2%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$8K 200 +200 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-30,837 Closed