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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

346 hedge funds and large institutions have $3.71B invested in Invesco S&P 500 Equal Weight ETF in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 124 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+18
Holders Change %
+5.49%
% of All Funds
9.25%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
1.12%
New
42
Increased
123
Reduced
124
Closed
22
Calls
$11.3M
Puts
$8.06M
Net Calls
+$3.23M
Net Calls Change
-$657K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$498M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$73.7M
3
Morgan Stanley
Morgan Stanley
New York
$457M
4
SG
Strid Group
Pennsylvania
$28.2M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$26M

Top Sellers

1
LPL Financial
LPL Financial
California
$538K
2
SMM
Stadion Money Management
Georgia
$0
3
FHA
First Horizon Advisors
Tennessee
$22M
4
Wells Fargo
Wells Fargo
California
$345M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
151
Cahill Financial Advisors
Minnesota
$1.33M +$4.66K +58 +0.4%
FMBTD
152
First Midwest Bank Trust Division
Illinois
$1.32M -$17.7K -220 -1%
SSWM
153
Sheets Smith Wealth Management
North Carolina
$1.32M +$40.9K +509 +3%
CIBC World Market
154
CIBC World Market
Ontario, Canada
$1.27M +$58.7K +730 +5%
BCM
155
Barometer Capital Management
Ontario, Canada
$1.26M +$1.26M +15,700 New
SWP
156
Stratos Wealth Partners
Ohio
$1.25M +$459K +5,712 +58%
RWM
157
RKL Wealth Management
Pennsylvania
$1.24M -$270K -3,315 -18%
GA
158
GFS Advisors
Texas
$1.24M -$927K -11,541 -43%
HFM
159
Hartford Financial Management
Connecticut
$1.23M +$179K +2,234 +17%
KeyBank National Association
160
KeyBank National Association
Ohio
$1.2M +$16.1K +200 +1%
TRCT
161
Tower Research Capital (TRC)
New York
$1.16M +$1.16M +14,408 New
CAS
162
Cue Advisory Services
Arizona
$1.12M – – –
BF
163
BOK Financial
Oklahoma
$1.12M – – –
CIC
164
Carnegie Investment Counsel
Ohio
$1.09M – – –
BWFA
165
Baltimore-Washington Financial Advisors
Maryland
$1.06M -$95.5K -1,189 -8%
HSA
166
HBK Sorce Advisory
Pennsylvania
$1.06M +$8.2K +102 +0.8%
DWT
167
Dorsey & Whitney Trust
South Dakota
$1.02M – – –
HK
168
Horizon Kinetics
New York
$1.02M -$4.66K -58 -0.5%
SCA
169
Snowden Capital Advisors
New York
$1M -$497K -6,185 -33%
CAAS
170
Capital Asset Advisory Services
Michigan
$980K +$390K +4,858 +66%
1832 Asset Management
171
1832 Asset Management
Ontario, Canada
$976K – – –
FUBT
172
First United Bank & Trust
Maryland
$965K -$52.8K -657 -5%
RC
173
RegentAtlantic Capital
New Jersey
$959K +$193K +2,400 +25%
LSA
174
L & S Advisors
California
$938K +$938K +11,675 New
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$932K -$7.71K -96 -0.8%
5 6
7
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