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Invesco S&P 500 Equal Weight Financials ETF
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Overview Fund Activity

27 hedge funds and large institutions have $43.7M invested in Invesco S&P 500 Equal Weight Financials ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$4.08M
2
VKH
2
Virtu KCG Holdings
New York
$2.82M
3
Bank of America
3
Bank of America
North Carolina
$9.43M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$921K
5
Morgan Stanley
5
Morgan Stanley
New York
$5.45M

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$0
2
OA
2
Oxbow Advisors
Texas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$258K
4
CWM
4
Cabot Wealth Management
Massachusetts
$2.91M
5
CCT
5
Country Club Trust
Missouri
$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
26
MSI Financial Services
Massachusetts
$10K +$10K +358 New
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$8K – – –
WSTAM
28
Wilbanks Smith & Thomas Asset Management
Virginia
– -$14.8M -523,704 Closed
OA
29
Oxbow Advisors
Texas
– -$1.09M -38,413 Closed
1
2