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

62 hedge funds and large institutions have $138M invested in Invesco S&P 500 Equal Weight Energy ETF in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
+12
Holders Change %
+24%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
20
Increased
23
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$22.3M
2
SPIA
2
Strategic Point Investment Advisors
Rhode Island
$13M
3
Wells Fargo
3
Wells Fargo
California
$9.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.6M
5
UBS Group
5
UBS Group
Switzerland
$10.6M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$558K
2
BRWA
2
B. Riley Wealth Advisors
Florida
$0
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$0
4
VKH
4
Virtu KCG Holdings
New York
$0
5
ACM
5
Avalon Capital Management
California
$4.16M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
26
SignalPoint Asset Management
Missouri
$837K 13,073 +13,073 New
LPL Financial
27
LPL Financial
California
$730K 11,264 +3,215 +40%
FA
28
FDx Advisors
Illinois
$723K 11,295 +11,295 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$571K 8,927 +4,726 +112%
SG Americas Securities
30
SG Americas Securities
New York
$558K 8,720 -8,103 -48%
FCAG
31
First Capital Advisors Group
New Jersey
$521K 8,146 +8,146 New
Ameriprise
32
Ameriprise
Minnesota
$518K 8,094 +40 +0.5%
FIM
33
Freedom Investment Management
Connecticut
$509K 7,949 +7,949 New
JSL
34
JT Stratford LLC
Georgia
$473K 7,397 +7,397 New
ECML
35
Eagle Capital Management (Louisiana)
Louisiana
$376K 5,868 +5,868 New
MFS
36
MSI Financial Services
Massachusetts
$354K 5,522 +62 +1%
BCI
37
Brinker Capital Investments
Pennsylvania
$341K 5,331 +731 +16%
AG
38
Advisor Group
Arizona
$324K 5,063 +2,050 +68%
GI
39
Gradient Investments
Minnesota
$319K 4,978 -290 -6%
ICOA
40
Investment Centers of America
North Dakota
$294K 4,585 – –
DOA
41
D'Orazio & Associates
Virginia
$265K 4,138 – –
FAAS
42
First Allied Advisory Services
California
$259K 4,046 +4,046 New
CAM
43
Concorde Asset Management
Michigan
$223K 3,474 -398 -10%
EA
44
Edge Advisors
Georgia
$220K 3,443 +3,443 New
KIA
45
KCM Investment Advisors
California
$204K 3,192 +3,192 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$203K 3,172 +3,172 New
DC
47
Davenport & Co
Virginia
$202K 3,168 +3,168 New
LCM
48
Liberty Capital Management
Michigan
$108K 1,695 – –
TCM
49
Tradewinds Capital Management
Washington
$107K 1,670 – –
SEI Investments
50
SEI Investments
Pennsylvania
$78K 1,217 – –
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