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Invesco S&P 500 Equal Weight Financials ETF

36 hedge funds and large institutions have $67M invested in Invesco S&P 500 Equal Weight Financials ETF in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 8 closing their positions.

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
10
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$18M 402,653 +402,653 New
Morgan Stanley
2
Morgan Stanley
New York
$11.6M 260,064 +115,998 +81%
Goldman Sachs
3
Goldman Sachs
New York
$8.47M 189,095 +189,095 New
WF
4
WealthTrust Fairport
Ohio
$7.95M 177,643 +22,288 +14%
Bank of America
5
Bank of America
North Carolina
$5.36M 119,648 -115,651 -49%
CCT
6
Country Club Trust
Missouri
$2.72M 60,840 -515 -0.8%
RJA
7
Raymond James & Associates
Florida
$1.83M 40,929 +14,456 +55%
UBS Group
8
UBS Group
Switzerland
$1.55M 34,654 +34,654 New
HR
9
Howe & Rusling
New York
$1.24M 27,581 +792 +3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$1.18M 26,357 +6,503 +33%
HighTower Advisors
11
HighTower Advisors
Illinois
$1M 22,417 +22,417 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$940K 20,994 +18,426 +718%
BW
13
Bison Wealth
Georgia
$747K 16,675 +16,675 New
CWM
14
Concert Wealth Management
California
$717K 16,060 -230 -1%
PAG
15
Private Advisor Group
New Jersey
$452K 10,101 -5,665 -36%
ACM
16
Argentus Capital Management
Texas
$448K 10,014 +10,014 New
Ameriprise
17
Ameriprise
Minnesota
$401K 8,963 +8,608 +2,425%
Barclays
18
Barclays
United Kingdom
$376K 8,540 +8,540 New
LPL Financial
19
LPL Financial
California
$295K 6,585 +6,585 New
FANJ
20
Financial Architects (New Jersey)
New Jersey
$273K 6,100 +300 +5%
SA
21
Strategic Advisors
New York
$255K 5,685 +778 +16%
LCM
22
Liberty Capital Management
Michigan
$253K 5,640
LBC
23
Lowe Brockenbrough & Co
Virginia
$235K 5,250 +5,250 New
AIG
24
American International Group
New York
$181K 4,035 +4,035 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$129K 2,904 +2,403 +480%