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Invesco S&P 500 Equal Weight Financials ETF

36 hedge funds and large institutions have $59.8M invested in Invesco S&P 500 Equal Weight Financials ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$21.8M 489,510 +86,857 +22%
WF
2
WealthTrust Fairport
Ohio
$8.93M 200,433 +22,790 +13%
Morgan Stanley
3
Morgan Stanley
New York
$6.19M 138,941 -121,123 -47%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.21M 72,116 +51,122 +244%
Bank of America
5
Bank of America
North Carolina
$2.94M 65,914 -53,734 -45%
CCT
6
Country Club Trust
Missouri
$1.99M 44,735 -16,105 -26%
ACM
7
Avalon Capital Management
California
$1.6M 35,909 +35,909 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.4M 31,510 +31,510 New
RJA
9
Raymond James & Associates
Florida
$1.2M 26,864 -14,065 -34%
HR
10
Howe & Rusling
New York
$1.19M 26,684 -897 -3%
UBS Group
11
UBS Group
Switzerland
$1.17M 26,215 -8,439 -24%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.11M 24,987 +2,570 +11%
MAA
13
Managed Account Advisors
New Jersey
$1.11M 24,979 +24,979 New
LPL Financial
14
LPL Financial
California
$822K 18,512 +11,927 +181%
BW
15
Bison Wealth
Georgia
$651K 14,606 -2,069 -12%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$632K 14,194 -12,163 -46%
ACM
17
Argentus Capital Management
Texas
$530K 11,903 +1,889 +19%
PAG
18
Private Advisor Group
New Jersey
$487K 10,928 +827 +8%
Ameriprise
19
Ameriprise
Minnesota
$387K 8,696 -267 -3%
Barclays
20
Barclays
United Kingdom
$377K 8,570 +30 +0.4%
WI
21
WBI Investments
New Jersey
$375K 8,413 +8,413 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$330K 7,390 +4,486 +154%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$323K 7,247 +1,147 +19%
LBC
24
Lowe Brockenbrough & Co
Virginia
$256K 5,750 +500 +10%
LCM
25
Liberty Capital Management
Michigan
$251K 5,640