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

54 hedge funds and large institutions have $273M invested in Invesco S&P 500 Equal Weight Technology ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+12
Holders Change %
+28.57%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.12%
New
13
Increased
25
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$71.8M
2
PAG
2
Pinnacle Advisory Group
Maryland
$62.7M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$12.1M
4
Bank of America
4
Bank of America
North Carolina
$18.7M
5
Jane Street
5
Jane Street
New York
$5.16M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$1.18M
2
AP
2
Advisors Preferred
Maryland
$0
3
CCT
3
Country Club Trust
Missouri
$3.61M
4
DWM
4
Destination Wealth Management
California
$20.2M
5
U
5
UBS
Switzerland
$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
26
Transamerica Financial Advisors
Florida
$832K +$465K +57,930 +127%
BCI
27
Brinker Capital Investments
Pennsylvania
$730K +$216K +26,970 +42%
SA
28
Strategic Advisors
New York
$473K +$473K +58,940 New
TT
29
Tower Trust
Indiana
$461K +$95K +11,850 +26%
CWM
30
Concert Wealth Management
California
$451K +$98.8K +12,420 +28%
CAN
31
Cetera Advisor Networks
California
$397K +$4.97K +620 +1%
Ameriprise
32
Ameriprise
Minnesota
$315K -$87.1K -10,870 -22%
CFA
33
Cahill Financial Advisors
Minnesota
$313K +$103K +12,760 +49%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$225K +$225K +28,080 New
CCMD
35
Cypress Capital Management (Delaware)
Delaware
$223K +$223K +27,800 New
LCM
36
Liberty Capital Management
Michigan
$222K – – –
Bank of New York Mellon
37
Bank of New York Mellon
New York
$208K +$208K +26,000 New
B
38
Baird
Wisconsin
$205K -$24.7K -3,090 -11%
Citigroup
39
Citigroup
New York
$120K +$16K +2,000 +15%
GT
40
Glenmede Trust
Pennsylvania
$108K +$28.6K +3,600 +36%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$100K +$50K +6,220 +100%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$48K – – –
DADC
43
D.A. Davidson & Co
Montana
$48K – – –
Creative Planning
44
Creative Planning
Kansas
$47K +$14.6K +1,830 +45%
Deutsche Bank
45
Deutsche Bank
Germany
$40K – – –
CTC
46
Central Trust Company
Missouri
$28K – – –
WRM
47
Westport Resources Management
Connecticut
$22K – – –
FWM
48
Focused Wealth Management
New York
$16K +$16K +2,000 New
PSI
49
Pinnacle Summer Investments
Virginia
$13K +$8.69K +1,070 +202%
MAA
50
Managed Account Advisors
New Jersey
$13K +$13K +1,610 New
1
2
3