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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

70 hedge funds and large institutions have $283M invested in Invesco S&P 500 Top 50 ETF in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
15
Increased
29
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
Piershale Financial Group
Illinois
$13.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.4M
3
Bank of America
Bank of America
North Carolina
$69.4M
4
Wells Fargo
Wells Fargo
California
$18.7M
5
Morgan Stanley
Morgan Stanley
New York
$44.2M

Top Sellers

1
ACM
Avalon Capital Management
California
$0
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$12.2M
3
Jane Street
Jane Street
New York
$272K
4
CS
Credit Suisse
Switzerland
$4.23M
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Concert Wealth Management
California
$983K +$109K +7,660 +12%
Ameriprise
27
Ameriprise
Minnesota
$948K +$329K +23,210 +53%
KIA
28
KCM Investment Advisors
California
$713K +$17.7K +1,250 +3%
PI
29
Placemark Investments
Illinois
$685K +$364K +25,660 +113%
GT
30
Greenleaf Trust
Michigan
$677K – – –
HighTower Advisors
31
HighTower Advisors
Illinois
$647K +$65.9K +4,650 +11%
AIG
32
American International Group
New York
$553K +$192K +13,520 +53%
Citadel Advisors
33
Citadel Advisors
Florida
$510K +$510K +36,010 New
PAG
34
Private Advisor Group
New Jersey
$481K -$42.6K -3,010 -8%
EFS
35
Essex Financial Services
Connecticut
$480K – – –
ABC
36
Associated Banc-Corp
Wisconsin
$478K +$262K +18,450 +121%
CCM
37
Catawba Capital Management
Virginia
$465K – – –
TAG
38
Tactical Allocation Group
Michigan
$419K +$419K +29,540 New
IPC
39
Independent Portfolio Consultants
Florida
$407K +$3.55K +250 +0.9%
BAS
40
Brown Advisory Securities
Maryland
$402K – – –
PCM
41
Parsons Capital Management
Rhode Island
$361K +$7.37K +520 +2%
SB
42
Suntrust Banks
Georgia
$331K +$23.5K +1,660 +8%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$319K +$319K +22,490 New
NPC
44
National Planning Corporation
California
$318K -$65.9K -4,720 -17%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$312K +$56.7K +4,000 +22%
Citigroup
46
Citigroup
New York
$295K +$178K +12,590 +153%
SAM
47
Summit Asset Management
Tennessee
$289K -$134K -9,460 -32%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$273K +$32K +2,260 +13%
Jane Street
49
Jane Street
New York
$272K -$2.55M -179,800 -90%
WHI
50
William Harris Investors
Illinois
$261K – – –
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2
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