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

52 hedge funds and large institutions have $98.2M invested in Invesco S&P 500 Equal Weight Energy ETF in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+11
Holders Change %
+26.83%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
17
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.87M
2
UBS Group
2
UBS Group
Switzerland
$7.4M
3
VKH
3
Virtu KCG Holdings
New York
$1.83M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.58M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.93M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$43.4M
2
Jane Street
2
Jane Street
New York
$608K
3
NPC
3
National Planning Corporation
California
$0
4
LPL Financial
4
LPL Financial
California
$1.01M
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$368K +$253K +4,508 +220%
GI
27
Gradient Investments
Minnesota
$299K -$9.74K -174 -3%
MFS
28
MSI Financial Services
Massachusetts
$281K +$44.5K +795 +19%
ICOA
29
Investment Centers of America
North Dakota
$256K – – –
FAAS
30
First Allied Advisory Services
California
$251K +$251K +4,475 New
BCI
31
Brinker Capital Investments
Pennsylvania
$245K +$175K +3,127 +250%
DOA
32
D'Orazio & Associates
Virginia
$232K +$35.2K +628 +18%
CAM
33
Concorde Asset Management
Michigan
$217K -$16.7K -298 -7%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$216K +$216K +3,863 New
AG
35
Advisor Group
Arizona
$162K +$162K +2,913 New
ASN
36
Advisory Services Network
Georgia
$141K -$3.19K -57 -2%
TCM
37
Tradewinds Capital Management
Washington
$97K – – –
MWP
38
MYCIO Wealth Partners
Pennsylvania
$90K +$90K +1,610 New
SEI Investments
39
SEI Investments
Pennsylvania
$68K +$68K +1,217 New
AA
40
Apriem Advisors
California
$56K – – –
FANJ
41
Financial Architects (New Jersey)
New Jersey
$23K +$57 +1 +0.2%
WAM
42
Wealthspire Advisors (Maryland)
Maryland
$23K +$23K +416 New
HDIM
43
Hanson & Doremus Investment Management
Vermont
$12K +$58 +1 +0.5%
HIIFS
44
Harel Insurance Investments & Financial Services
Israel
$11K +$11K +200 New
BFEC
45
Benjamin F. Edwards & Company
Missouri
$10K – – –
SAM
46
Solaris Asset Management
New York
$10K +$10K +175 New
KF
47
Krilogy Financial
Missouri
$7K +$7K +134 New
Creative Planning
48
Creative Planning
Kansas
$6K +$5.15K +91 +607%
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$5K – – –
AIM
50
Anchor Investment Management
South Carolina
$1.68K -$2.8K -50 -63%
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