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Invesco S&P 500 Equal Weight Energy ETF

38 hedge funds and large institutions have $277M invested in Invesco S&P 500 Equal Weight Energy ETF in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and closing their positions.

Holders
38
Holders Change
+15
Holders Change %
+65.22%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
15
Increased
15
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$92.2M 995,403 +406,678 +69%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$78M 842,158 +842,158 New
BTS
3
BB&T Securities
Virginia
$33.5M 36,124 +21,078 +140%
Bank of America
4
Bank of America
North Carolina
$16.5M 178,678 +36,232 +25%
Jane Street
5
Jane Street
New York
$7.86M 84,847 +84,847 New
SAM
6
Stringer Asset Management
Tennessee
$7.11M 76,817 +76,817 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.7M 72,328 +448 +0.6%
Morgan Stanley
8
Morgan Stanley
New York
$6.31M 68,150 +21,705 +47%
RJA
9
Raymond James & Associates
Florida
$6.15M 66,413 +23,738 +56%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$3.35M 36,160 +36,160 New
Wells Fargo
11
Wells Fargo
California
$3.34M 36,087 +2,770 +8%
CCT
12
Country Club Trust
Missouri
$2.93M 31,630 +31,630 New
PMG
13
ProVise Management Group
Florida
$2.1M 22,691 +22,691 New
Citigroup
14
Citigroup
New York
$1.93M 20,805 +20,805 New
VKH
15
Virtu KCG Holdings
New York
$1.78M 19,191 +19,191 New
PI
16
Placemark Investments
Illinois
$1.74M 18,804 +8,699 +86%
CA
17
Cetera Advisors
Colorado
$1.01M 10,955 -100 -0.9%
U
18
UBS
Switzerland
$774K 8,355 +2,763 +49%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$547K 5,907 -31,122 -84%
BRWA
20
B. Riley Wealth Advisors
Florida
$513K 11,120 +5,530 +99%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$484K 5,227 +3,757 +256%
AA
22
Apriem Advisors
California
$439K 4,735 -138 -3%
AHS
23
Aspiriant Holdings S3
California
$375K 4,050 -7,435 -65%
Stifel Financial
24
Stifel Financial
Missouri
$336K 3,627 -845 -19%
AIG
25
American International Group
New York
$332K 3,584 +2,663 +289%