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

49 hedge funds and large institutions have $95.6M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+16
Holders Change %
+48.48%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
20
Increased
12
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$26.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$15M
3
NCM
3
Niemann Capital Management
Nevada
$6.87M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.6M
5
UCFA
5
United Capital Financial Advisors
Texas
$5.42M

Top Sellers

1
HFA
1
High Falls Advisors
New York
$0
2
LPL Financial
2
LPL Financial
California
$2.39M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.59M
4
Bank of America
4
Bank of America
North Carolina
$2.51M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$26.9M 307,587 +280,682 +1,043%
Goldman Sachs
2
Goldman Sachs
New York
$15M 171,432 +171,432 New
Wells Fargo
3
Wells Fargo
California
$7.02M 80,203 +39,348 +96%
NCM
4
Niemann Capital Management
Nevada
$6.87M 78,475 +78,475 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.6M 75,383 +75,383 New
UCFA
6
United Capital Financial Advisors
Texas
$5.42M 61,563 +61,563 New
Morgan Stanley
7
Morgan Stanley
New York
$3.59M 40,969 -26,969 -40%
Bank of America
8
Bank of America
North Carolina
$2.51M 28,657 -12,788 -31%
LPL Financial
9
LPL Financial
California
$2.39M 27,133 -59,783 -69%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.94M 22,189 +11,367 +105%
ACM
11
Avalon Capital Management
California
$1.87M 21,325 -1,870 -8%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.6M 18,342 -2,843 -13%
PAG
13
Private Advisor Group
New Jersey
$1.54M 17,507 +1,608 +10%
FF
14
Friedenthal Financial
New Jersey
$1.4M 16,016 +16,016 New
BRWA
15
B. Riley Wealth Advisors
Florida
$1.02M 11,683 +11,683 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$962K 10,981 +2,118 +24%
AG
17
Advisor Group
Arizona
$926K 10,617 +10,617 New
UBS Group
18
UBS Group
Switzerland
$884K 10,092 -454 -4%
CI
19
Cavalier Investments
Georgia
$804K 9,183 +9,183 New
CAN
20
Cetera Advisor Networks
California
$695K 7,959 +75 +1%
SG Americas Securities
21
SG Americas Securities
New York
$569K 6,500 +6,500 New
SG
22
Societe Generale
$569K 6,500 +6,500 New
MFS
23
MSI Financial Services
Massachusetts
$561K 6,407 +3,069 +92%
PMG
24
ProVise Management Group
Florida
$555K 6,334 +6,334 New
ICOA
25
Investment Centers of America
North Dakota
$460K 5,292 +692 +15%
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