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

18 hedge funds and large institutions have $33.4M invested in Invesco S&P 500 Equal Weight Materials ETF in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$14.9M
2
PMG
2
ProVise Management Group
Florida
$4.61M
3
Bank of America
3
Bank of America
North Carolina
$2.18M
4
U
4
UBS
Switzerland
$4.37M
5
Morgan Stanley
5
Morgan Stanley
New York
$607K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.51M
2
PAG
2
Private Advisor Group
New Jersey
$0
3
LPL Financial
3
LPL Financial
California
$426K
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
PAS
5
Partnervest Advisory Services
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$14.9M 183,268 +183,268 New
PMG
2
ProVise Management Group
Florida
$4.61M 56,554 +32,649 +137%
U
3
UBS
Switzerland
$4.37M 53,585 +2,181 +4%
Stifel Financial
4
Stifel Financial
Missouri
$2.22M 27,225 +27,225 New
Bank of America
5
Bank of America
North Carolina
$2.18M 26,771 +5,141 +24%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.51M 18,568 -13,749 -43%
Wells Fargo
7
Wells Fargo
California
$976K 11,972 +889 +8%
BRWA
8
B. Riley Wealth Advisors
Florida
$853K 10,460 +1,540 +17%
Morgan Stanley
9
Morgan Stanley
New York
$607K 7,446 +1,718 +30%
LPL Financial
10
LPL Financial
California
$426K 5,222 -2,774 -35%
KFS
11
KMS Financial Services
Washington
$282K 3,459 +208 +6%
HFM
12
Hartford Financial Management
Connecticut
$199K 2,450 -100 -4%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$110K 1,350 +700 +108%
WA
14
WFG Advisors
Texas
$56K 686 -91 -12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$14K 175 – –
BFEC
16
Benjamin F. Edwards & Company
Missouri
$12K 150 – –
Creative Planning
17
Creative Planning
Kansas
$12K 150 +150 New
Citigroup
18
Citigroup
New York
$9K 110 -50 -31%
PAG
19
Private Advisor Group
New Jersey
– – -6,423 Closed
Ameriprise
20
Ameriprise
Minnesota
– – -1,228 Closed
PAS
21
Partnervest Advisory Services
California
– – -471 Closed