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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 %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$22.3M 347,978 +347,978 New
Bank of America
2
Bank of America
North Carolina
$14.7M 228,925 +47,917 +26%
SPIA
3
Strategic Point Investment Advisors
Rhode Island
$13M 203,073 +203,073 New
Morgan Stanley
4
Morgan Stanley
New York
$12.6M 197,322 +85,659 +77%
UBS Group
5
UBS Group
Switzerland
$10.6M 165,594 +67,985 +70%
Wells Fargo
6
Wells Fargo
California
$9.5M 148,323 +142,648 +2,514%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$9.15M 142,861 +153 +0.1%
RJA
8
Raymond James & Associates
Florida
$6M 93,718 +67,376 +256%
ACM
9
Avalon Capital Management
California
$4.16M 64,919 -4,424 -6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.76M 58,780 +14,545 +33%
TPW
11
Tiller Private Wealth
Pennsylvania
$2.96M 46,197 +800 +2%
UCFA
12
United Capital Financial Advisors
Texas
$2.68M 41,900 +41,900 New
AFS
13
Access Financial Services
Minnesota
$2.64M 41,280 +41,280 New
Jane Street
14
Jane Street
New York
$1.98M 30,866 +23,618 +326%
Citadel Advisors
15
Citadel Advisors
Florida
$1.83M 28,547 +2,955 +12%
SB
16
Suntrust Banks
Georgia
$1.56M 24,401 +24,401 New
HighTower Advisors
17
HighTower Advisors
Illinois
$1.34M 20,946 -411 -2%
BWFA
18
Baltimore-Washington Financial Advisors
Maryland
$1.27M 19,875 +19,875 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.12M 17,493 +4,887 +39%
CMP
20
Courage Miller Partners
Virginia
$1.1M 17,148 -330 -2%
OA
21
Oxbow Advisors
Texas
$1.09M 16,975 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$978K 15,288 +766 +5%
GAM
23
Garrison Asset Management
Arkansas
$946K 14,781 +1,115 +8%
FF
24
Friedenthal Financial
New Jersey
$903K 14,099 +3,942 +39%
CWM
25
Concert Wealth Management
California
$874K 13,733 +3,216 +31%
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