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Invesco S&P 500 Top 50 ETF

53 hedge funds and large institutions have $211M invested in Invesco S&P 500 Top 50 ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

24.01% more ownership

Funds ownership: 398.04%422.05% (+24%)

4% more funds holding

Funds holding: 5153 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $217M → $211M (-$6.38M)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
13
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$627K +$53.7K +4,210 +10%
EFS
27
Essex Financial Services
Connecticut
$449K
CCM
28
Catawba Capital Management
Virginia
$443K
CAN
29
Cetera Advisor Networks
California
$435K
SAM
30
Summit Asset Management
Tennessee
$387K -$8.93K -700 -2%
BAS
31
Brown Advisory Securities
Maryland
$368K
PAG
32
Private Advisor Group
New Jersey
$347K +$67K +5,250 +24%
NPC
33
National Planning Corporation
California
$331K -$18.9K -1,480 -6%
AIG
34
American International Group
New York
$317K +$81.1K +6,360 +35%
Jane Street
35
Jane Street
New York
$280K +$276K +21,630 New
WHI
36
William Harris Investors
Illinois
$266K
ABC
37
Associated Banc-Corp
Wisconsin
$256K -$51.7K -4,050 -17%
JP Morgan Chase
38
JP Morgan Chase
New York
$253K -$22.5K -1,760 -8%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$242K +$238K +18,670 New
Ameriprise
40
Ameriprise
Minnesota
$240K +$12.8K +1,000 +6%
Creative Planning
41
Creative Planning
Kansas
$151K +$83.6K +6,550 +129%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$143K -$98.6K -7,730 -41%
Citigroup
43
Citigroup
New York
$118K +$2.04K +160 +2%
US Bancorp
44
US Bancorp
Minnesota
$104K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$62K -$19.3K -1,510 -24%
GT
46
Glenmede Trust
Pennsylvania
$37K
JAM
47
Jolley Asset Management
North Carolina
$29K
NES
48
New England Securities
New York
$19K +$19.1K +1,500 New
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$13K
Deutsche Bank
50
Deutsche Bank
Germany
$8K