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Invesco S&P 500 Equal Weight Health Care ETF
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Overview Fund Activity

78 hedge funds and large institutions have $161M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
13
Increased
21
Reduced
22
Closed
10
Calls
$493K
Puts
–
Net Calls
+$493K
Net Calls Change
+$493K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$10.9M
2
BWM
BerganKDV Wealth Management
Minnesota
$9.08M
3
UBS Group
UBS Group
Switzerland
$3.95M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$1.01M
5
FIM
Frontier Investment Management
Texas
$13.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$3.56M
2
LPL Financial
LPL Financial
California
$8.84M
3
AIG
American International Group
New York
$0
4
SG Americas Securities
SG Americas Securities
New York
$426K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$212K +$212K +13,860 New
BRWA
52
B. Riley Wealth Advisors
Florida
$208K +$208K +13,780 New
SPC
53
Sigma Planning Corp
Michigan
$205K +$205K +13,570 New
SBL
54
Sargent Bickham Lagudis
Colorado
$176K – – –
MFS
55
MSI Financial Services
Massachusetts
$168K -$98.4K -6,540 -37%
RCG
56
Ruggie Capital Group
Florida
$157K +$4.68K +310 +3%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$150K – – –
DOA
58
D'Orazio & Associates
Virginia
$124K – – –
Bessemer Group
59
Bessemer Group
New Jersey
$74K – – –
Creative Planning
60
Creative Planning
Kansas
$70K +$69.4K +4,600 +11,500%
ACM
61
Argentus Capital Management
Texas
$61K -$2.1K -140 -3%
GT
62
Glenmede Trust
Pennsylvania
$52K +$52K +3,500 New
EWM
63
Evercore Wealth Management
New York
$41K – – –
JIC
64
Joel Isaacson & Co
New York
$35K – – –
KF
65
Krilogy Financial
Missouri
$30K +$5.43K +360 +22%
US Bancorp
66
US Bancorp
Minnesota
$26K – – –
FANJ
67
Financial Architects (New Jersey)
New Jersey
$21K – – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$20K – – –
Citigroup
69
Citigroup
New York
$15K -$6.32K -430 -30%
IA
70
IFP Advisors
Florida
$15K +$15K +1,020 New
WRM
71
Westport Resources Management
Connecticut
$5K – – –
IWM
72
Integrated Wealth Management
California
$5K – – –
CFA
73
Carroll Financial Associates
North Carolina
$2K – – –
TCM
74
Tradewinds Capital Management
Washington
$2K – – –
EWM
75
Edge Wealth Management
New York
$2K +$2K +150 New
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3
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