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

51 hedge funds and large institutions have $67.8M invested in Invesco S&P 500 Equal Weight Materials ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
15
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAAM
1
Baker Avenue Asset Management
California
$9.42M
2
IMC Chicago
2
IMC Chicago
Illinois
$2.41M
3
RFA
3
Reilly Financial Advisors
California
$1.23M
4
LFG
4
LifePlan Financial Group
Ohio
$1.58M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$667K

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$0
2
FAM
2
Flaharty Asset Management
Florida
$6.68M
3
Bank of America
3
Bank of America
North Carolina
$3.41M
4
Wells Fargo
4
Wells Fargo
California
$276K
5
PFM
5
Peak Financial Management
Massachusetts
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$408K +$42.2K +1,930 +12%
RJA
27
Raymond James & Associates
Florida
$394K +$394K +17,990 New
UBS Group
28
UBS Group
Switzerland
$387K -$89.2K -4,070 -19%
IWM
29
IHT Wealth Management
Illinois
$363K +$363K +16,545 New
FGAM
30
Financial Gravity Asset Management
Texas
$351K -$100K -4,570 -22%
ACM
31
AlphaStar Capital Management
North Carolina
$280K -$988 -45 -0.4%
Wells Fargo
32
Wells Fargo
California
$276K -$477K -21,800 -63%
HFM
33
Hartford Financial Management
Connecticut
$265K -$3.83K -175 -1%
CAN
34
Cetera Advisor Networks
California
$265K +$265K +12,170 New
GVAG
35
Great Valley Advisor Group
Delaware
$259K -$5.41K -245 -2%
APA
36
American Portfolios Advisors
New York
$186K -$314K -14,310 -63%
SPIA
37
Steward Partners Investment Advisory
New York
$183K +$183K +8,370 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$140K -$18.4K -835 -12%
GWM
39
Geneos Wealth Management
Colorado
$98K – – –
Citigroup
40
Citigroup
New York
$49K – – –
US Bancorp
41
US Bancorp
Minnesota
$29K – – –
AOWM
42
Alpha Omega Wealth Management
Virginia
$18K – – –
HDIM
43
Hanson & Doremus Investment Management
Vermont
$16K +$16K +710 New
WT
44
Whittier Trust
California
$11K +$11K +500 New
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.22K – – –
FHA
46
Flagship Harbor Advisors
Massachusetts
$6K – – –
CTC
47
Central Trust Company
Missouri
$2K +$2K +100 New
MWM
48
Meridian Wealth Management
Kentucky
$313 +$313 +1,430 New
FI
49
FormulaFolio Investments
Michigan
– -$968K -45,870 Closed
WAM
50
Wealthspire Advisors (Maryland)
Maryland
– -$152K -7,190 Closed
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2
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