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

40 hedge funds and large institutions have $22.1M invested in Invesco S&P 500 Equal Weight Energy ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
12
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Avalon Capital Management
California
$3.8M
2
OA
2
Oxbow Advisors
Texas
$1.36M
3
BW
3
Bison Wealth
Georgia
$1.01M
4
LPL Financial
4
LPL Financial
California
$1.56M
5
BGA
5
Belmont Global Advisors
Texas
$527K

Top Sellers

1
VWM
1
Valley Wealth Managers
New Jersey
$0
2
Bank of America
2
Bank of America
North Carolina
$377K
3
Wells Fargo
3
Wells Fargo
California
$424K
4
GT
4
Glenmede Trust
Pennsylvania
$0
5
Creative Planning
5
Creative Planning
Kansas
$8K
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
26
American International Group
New York
$66.2K 1,004 +528 +111%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$52K 787 -238 -23%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$45K 657 +4 +0.6%
FANJ
29
Financial Architects (New Jersey)
New Jersey
$43K 651 – –
BCI
30
Brinker Capital Investments
Pennsylvania
$34K 523 +77 +17%
TCM
31
Tradewinds Capital Management
Washington
$24K 368 +368 New
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$21K 325 +325 New
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$16K 250 – –
HDIM
34
Hanson & Doremus Investment Management
Vermont
$13K 202 +1 +0.5%
Creative Planning
35
Creative Planning
Kansas
$8K 122 -19,985 -99%
PIA
36
Peachtree Investment Advisors
Georgia
$5K 70 +70 New
WA
37
WFG Advisors
Texas
$3K 51 -805 -94%
TRCT
38
Tower Research Capital (TRC)
New York
$1K 9 +9 New
VWM
39
Valley Wealth Managers
New Jersey
– – -43,260 Closed
GT
40
Glenmede Trust
Pennsylvania
– – -27,204 Closed
VKH
41
Virtu KCG Holdings
New York
– – -18,180 Closed
LSC
42
Lesa Sroufe & Co
Washington
– – -12,890 Closed
LA
43
LVW Advisors
New York
– – -7,949 Closed
EWA
44
EP Wealth Advisors
California
– – -3,690 Closed
SB
45
Suntrust Banks
Georgia
– – -3,220 Closed
NPC
46
National Planning Corporation
California
– – -1,800 Closed
WA
47
Waverly Advisors
Alabama
– – -413 Closed
Parallax Volatility Advisers
48
Parallax Volatility Advisers
California
$0 1 – –
SSG
49
Summit Securities Group
New York
$0 5,000 – –
1
2