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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.

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
WAS
5
Winch Advisory Services
Wisconsin
$7.15M

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 Market Value Shares Shares
Change 		Shares
Change %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$71.8M 895,186 +721,350 +415%
PAG
2
Pinnacle Advisory Group
Maryland
$62.7M 781,785 +368,500 +89%
Wells Fargo
3
Wells Fargo
California
$20.4M 253,967 +27,121 +12%
DWM
4
Destination Wealth Management
California
$20.2M 252,330 -2,664 -1%
Bank of America
5
Bank of America
North Carolina
$18.7M 233,103 +129,053 +124%
Lazard Asset Management
6
Lazard Asset Management
New York
$12.1M 150,440 +150,440 New
Morgan Stanley
7
Morgan Stanley
New York
$10.9M 136,205 +30,784 +29%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.3M 128,800 +17,974 +16%
WAS
9
Winch Advisory Services
Wisconsin
$7.15M 89,128 +89,128 New
Jane Street
10
Jane Street
New York
$5.16M 64,242 +64,242 New
ST
11
Somerset Trust
Pennsylvania
$4.03M 50,279 -1,324 -3%
CCT
12
Country Club Trust
Missouri
$3.61M 44,960 -3,260 -7%
PMG
13
ProVise Management Group
Florida
$3.56M 44,161 +5,113 +13%
U
14
UBS
Switzerland
$3.1M 38,611 -2,491 -6%
Stifel Financial
15
Stifel Financial
Missouri
$1.81M 22,545 +22,545 New
BCM
16
Beck Capital Management
Texas
$1.4M 17,240 +234 +1%
BEC
17
Blue Edge Capital
Virginia
$1.36M 16,964 +16,964 New
BCM
18
Barometer Capital Management
Ontario, Canada
$1.35M 16,800 +16,800 New
LPL Financial
19
LPL Financial
California
$1.31M 16,335 +2,409 +17%
HR
20
Howe & Rusling
New York
$1.29M 16,105 +680 +4%
CCM
21
Condor Capital Management
New Jersey
$1.23M 15,369 +7,350 +92%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.18M 14,652 -33,430 -70%
MFS
23
MSI Financial Services
Massachusetts
$928K 11,565 +10,765 +1,346%
AIG
24
American International Group
New York
$863K 10,753 +65 +0.6%
HFM
25
Hartford Financial Management
Connecticut
$832K 10,375 +1,950 +23%
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