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

41 hedge funds and large institutions have $25.4M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-6
Holders Change %
-12.77%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.27M
2
SAM
2
SignalPoint Asset Management
Missouri
$700K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.06M
4
FIM
4
Freedom Investment Management
Connecticut
$386K
5
FF
5
Friedenthal Financial
New Jersey
$879K

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.66M
3
Wells Fargo
3
Wells Fargo
California
$2.53M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
LPL Financial
5
LPL Financial
California
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$250K -$31K -766 -11%
SPC
27
Sigma Planning Corp
Michigan
$231K -$105K -2,602 -31%
Creative Planning
28
Creative Planning
Kansas
$223K +$99.2K +2,458 +80%
VKH
29
Virtu KCG Holdings
New York
$210K -$49.8K -1,236 -19%
DOA
30
D'Orazio & Associates
Virginia
$99K – – –
FFC
31
First Financial Corp
Indiana
$48K -$6.51K -160 -12%
MFW
32
Mosaic Family Wealth
Missouri
$40K – – –
NFG
33
Next Financial Group
Texas
$20K – – –
MPWT
34
MassMutual Private Wealth & Trust
Connecticut
$12.7K +$12.7K +314 New
SBL
35
Sargent Bickham Lagudis
Colorado
$11K – – –
Citigroup
36
Citigroup
New York
$9K – – –
FANJ
37
Financial Architects (New Jersey)
New Jersey
$9K +$80 +2 +0.9%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$9K +$84 +2 +0.9%
FTUS
39
Flow Traders U.S.
New York
$8K +$8K +200 New
WSTAM
40
Wilbanks Smith & Thomas Asset Management
Virginia
– -$23.8M -587,992 Closed
BRWA
41
B. Riley Wealth Advisors
Florida
– -$976K -24,072 Closed
ACM
42
Argentus Capital Management
Texas
– -$320K -7,892 Closed
SI
43
SII Investments
Wisconsin
– -$271K -6,712 Closed
WP
44
WealthSource Partners
California
– -$255K -6,298 Closed
FAAS
45
First Allied Advisory Services
California
– -$209K -5,164 Closed
AA
46
Advisory Alpha
Michigan
– -$78K -1,918 Closed
CWM
47
Concert Wealth Management
California
– -$65K -1,776 Closed
JWA
48
JFS Wealth Advisors
Pennsylvania
– -$23K -566 Closed
IWM
49
Integrated Wealth Management
California
– -$9K -210 Closed
CTC
50
Central Trust Company
Missouri
– -$8K -200 Closed
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