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

99 hedge funds and large institutions have $159M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
99
Holders Change
+15
Holders Change %
+17.86%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
23
Increased
35
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
1
Tradewinds Capital Management
Washington
$14.5M
2
Bank of America
2
Bank of America
North Carolina
$12.8M
3
LOIM
3
Liberty One Investment Management
Illinois
$2.49M
4
IMC Chicago
4
IMC Chicago
Illinois
$2.25M
5
SFSG
5
Sound Financial Strategies Group
Mississippi
$2.07M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$492K
2
SS
2
Simplicity Solutions
Minnesota
$0
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$27K
4
RJA
4
Raymond James & Associates
Florida
$0
5
Wells Fargo
5
Wells Fargo
California
$2.98M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
1
Tradewinds Capital Management
Washington
$14.5M 136,347 +81,984 +151%
MAP
2
Milestone Advisory Partners
North Carolina
$13.7M 129,282 +1,915 +2%
Bank of America
3
Bank of America
North Carolina
$12.8M 120,518 +53,208 +79%
AG
4
Advisor Group
Arizona
$11.2M 105,673 -12,589 -11%
Morgan Stanley
5
Morgan Stanley
New York
$7.35M 69,162 -1,997 -3%
LPL Financial
6
LPL Financial
California
$6.67M 62,730 +3,174 +5%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.81M 54,700 +9,731 +22%
NCM
8
Niemann Capital Management
Nevada
$5.03M 47,346 -39,859 -46%
FFN
9
Focus Financial Network
Minnesota
$4.63M 43,586 +235 +0.5%
FHC
10
First Heartland Consultants
Missouri
$3.93M 36,990 -1,009 -3%
IA
11
IFP Advisors
Florida
$3.83M 36,267 -1,793 -5%
Wells Fargo
12
Wells Fargo
California
$2.98M 28,064 -48,242 -63%
Goldman Sachs
13
Goldman Sachs
New York
$2.94M 27,668 -872 -3%
UCFA
14
United Capital Financial Advisors
Texas
$2.61M 24,600 -605 -2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.58M 24,290 +2,683 +12%
LOIM
16
Liberty One Investment Management
Illinois
$2.49M 23,464 +23,464 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.34M 22,009 +17,838 +428%
IMC Chicago
18
IMC Chicago
Illinois
$2.25M 21,143 +21,143 New
JPLA
19
Joseph P. Lucia & Associates
New York
$2.24M 21,032 +8,089 +62%
ACM
20
AlphaStar Capital Management
North Carolina
$2.09M 19,629 +1,512 +8%
SAS
21
Stelac Advisory Services
New York
$2.08M 19,543 +469 +2%
SFSG
22
Sound Financial Strategies Group
Mississippi
$2.07M 19,463 +19,463 New
Ameriprise
23
Ameriprise
Minnesota
$2.03M 19,051 -38,791 -67%
UBS Group
24
UBS Group
Switzerland
$2.02M 19,045 -13,292 -41%
HA
25
HC Advisors
Georgia
$1.99M 18,710 +18,710 New
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