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

66 hedge funds and large institutions have $216M invested in Invesco S&P 500 Equal Weight Technology ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
17
Increased
20
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$27.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$12.7M
3
Wells Fargo
3
Wells Fargo
California
$22.9M
4
FF
4
Friedenthal Financial
New Jersey
$1.12M
5
CCMD
5
Cypress Capital Management (Delaware)
Delaware
$1.35M

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$16.3M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$0
3
PAG
3
Pinnacle Advisory Group
Maryland
$54.7M
4
Jane Street
4
Jane Street
New York
$1.8M
5
PMG
5
ProVise Management Group
Florida
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
51
Optimum Investment Advisors
Illinois
$43K +$43K +5,180 New
AP
52
Advisors Preferred
Maryland
$40.2K +$40.2K +4,800 New
Creative Planning
53
Creative Planning
Kansas
$38K -$10.8K -1,310 -22%
MAA
54
Managed Account Advisors
New Jersey
$32K +$18.4K +2,190 +136%
CTC
55
Central Trust Company
Missouri
$29K – – –
WRM
56
Westport Resources Management
Connecticut
$23K – – –
FWM
57
Focused Wealth Management
New York
$17K – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$16K +$16K +1,950 New
PSI
59
Pinnacle Summer Investments
Virginia
$13K – – –
BRWA
60
B. Riley Wealth Advisors
Florida
$12.6K +$12.6K +1,500 New
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$9K +$9K +1,120 New
AA
62
Apriem Advisors
California
$8K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$8K +$8K +920 New
TCM
64
Tradewinds Capital Management
Washington
$3K – – –
WEC
65
Winslow Evans & Crocker
Massachusetts
$1.76K – – –
Lazard Asset Management
66
Lazard Asset Management
New York
– -$12.1M -1,504,400 Closed
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
– -$225K -28,080 Closed
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
– -$100K -12,440 Closed
TWA
69
TCI Wealth Advisors
Arizona
– -$5K -660 Closed
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