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Invesco Pharmaceuticals ETF
PJP

Overview Fund Activity

71 hedge funds and large institutions have $240M invested in Invesco Pharmaceuticals ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
29
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15.6M
2
SCM
2
Summit Capital Management
Washington
$6.89M
3
U
3
UBS
Switzerland
$16.9M
4
FAAS
4
First Allied Advisory Services
California
$4.33M
5
Morgan Stanley
5
Morgan Stanley
New York
$38M

Top Sellers

1
PFG
1
Pacific Financial Group
Washington
$1.07M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$660K
3
WCM
3
Weatherstone Capital Management
Colorado
$0
4
AssetMark Inc
4
AssetMark Inc
California
$933K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$867K
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
51
Cahill Financial Advisors
Minnesota
$337K 6,294 +6,294 New
B
52
Baird
Wisconsin
$293K 5,478 +813 +17%
SB
53
Suntrust Banks
Georgia
$288K 5,403 +718 +15%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$255K 4,760 -188 -4%
PAI
55
Pittenger & Anderson Inc
Nebraska
$254K 4,750 -835 -15%
OC
56
Oppenheimer & Co
New York
$249K 4,656 -2,115 -31%
BRWA
57
B. Riley Wealth Advisors
Florida
$208K 3,885 +550 +16%
SHWM
58
Smith & Howard Wealth Management
Georgia
$124K 2,315 -312 -12%
RIA
59
Regal Investment Advisors
Michigan
$89K 1,657 – –
SF
60
Synovus Financial
Georgia
$68K 1,270 +1,154 +995%
Creative Planning
61
Creative Planning
Kansas
$41K 763 -33 -4%
BC
62
Bartlett & Co
Ohio
$31K 574 – –
Brown Advisory
63
Brown Advisory
Maryland
$29K 540 – –
VIA
64
Vantage Investment Advisors
Pennsylvania
$29K 535 +535 New
DAM
65
Delta Asset Management
Tennessee
$19K 350 +350 New
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$10K 189 – –
MAS
67
Madden Advisory Services
Florida
$8K 150 – –
TCM
68
Tradewinds Capital Management
Washington
$6K 107 +107 New
ASN
69
Advisory Services Network
Georgia
$5K 100 +100 New
BFEC
70
Benjamin F. Edwards & Company
Missouri
$2K 33 – –
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7 135 +135 New
WCM
72
Weatherstone Capital Management
Colorado
– – -62,240 Closed
PI
73
Placemark Investments
Illinois
– – -11,740 Closed
VKH
74
Virtu KCG Holdings
New York
– – -9,734 Closed
SG Americas Securities
75
SG Americas Securities
New York
– – -7,162 Closed
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