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

103 hedge funds and large institutions have $366M invested in Invesco S&P 500 Equal Weight Technology ETF in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
24
Increased
35
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$30M
2
Stifel Financial
2
Stifel Financial
Missouri
$12.4M
3
Bank of America
3
Bank of America
North Carolina
$48.5M
4
RJA
4
Raymond James & Associates
Florida
$19.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.7M

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$23.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$5.44M
3
APTFM
3
AGUR Provident & Training Funds Management
Israel
$0
4
AG
4
Advisor Group
Arizona
$1.02M
5
CCT
5
Country Club Trust
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMD
51
Cypress Capital Management (Delaware)
Delaware
$637K – – –
ACP
52
Ashfield Capital Partners
California
$580K +$16.8K +1,550 +3%
CFA
53
Cahill Financial Advisors
Minnesota
$525K +$434 +40 +0.1%
VNA
54
Valley National Advisers
Pennsylvania
$519K – – –
CCA
55
Clearwater Capital Advisors
Illinois
$503K +$503K +45,900 New
HB
56
Homrich & Berg
Georgia
$474K +$57.5K +5,300 +14%
ONB
57
Old National Bancorp
Indiana
$439K -$6.62K -610 -1%
PAG
58
Private Advisor Group
New Jersey
$435K +$60.1K +5,470 +16%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$433K +$433K +39,900 New
SWP
60
Stratos Wealth Partners
Ohio
$397K +$397K +36,580 New
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$370K – – –
B
62
Brightworth
Georgia
$339K +$339K +31,250 New
LFG
63
LifePlan Financial Group
Ohio
$316K -$56.8K -5,230 -15%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$286K +$8.14K +750 +3%
LCM
65
Liberty Capital Management
Michigan
$285K – – –
IA
66
IFP Advisors
Florida
$263K +$199K +18,340 +311%
LFA
67
Landmark Financial Advisors
Kentucky
$233K +$233K +21,520 New
JPMPWA
68
J.P. Morgan Private Wealth Advisors
California
$223K +$223K +20,560 New
SA
69
Strategic Advisors
New York
$210K +$108 +10 +0.1%
BCM
70
Beck Capital Management
Texas
$207K -$20.1K -1,850 -9%
OC
71
Oppenheimer & Co
New York
$205K +$205K +18,900 New
GT
72
Glenmede Trust
Pennsylvania
$184K – – –
Creative Planning
73
Creative Planning
Kansas
$173K +$109K +10,020 +170%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$119K – – –
SFS
75
Sowell Financial Services
Arkansas
$114K +$114K +9,720 New
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3
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