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Invesco S&P 500 Top 50 ETF

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

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more capital invested

Capital invested by funds: $234M → $283M (+$48.4M)

19% more funds holding

Funds holding: 5970 (+11)

18% more ownership

Funds ownership: 440.81%458.82% (+18%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Concert Wealth Management
California
$983K +$107K +7,660 +12%
Ameriprise
27
Ameriprise
Minnesota
$948K +$325K +23,210 +53%
KIA
28
KCM Investment Advisors
California
$713K +$17.5K +1,250 +3%
PI
29
Placemark Investments
Illinois
$685K +$359K +25,660 +113%
GT
30
Greenleaf Trust
Michigan
$677K
HighTower Advisors
31
HighTower Advisors
Illinois
$647K +$65.1K +4,650 +11%
AIG
32
American International Group
New York
$553K +$189K +13,520 +53%
Citadel Advisors
33
Citadel Advisors
Florida
$510K +$504K +36,010 New
PAG
34
Private Advisor Group
New Jersey
$481K -$42.2K -3,010 -8%
EFS
35
Essex Financial Services
Connecticut
$480K
ABC
36
Associated Banc-Corp
Wisconsin
$478K +$258K +18,450 +121%
CCM
37
Catawba Capital Management
Virginia
$465K
TAG
38
Tactical Allocation Group
Michigan
$419K +$414K +29,540 New
IPC
39
Independent Portfolio Consultants
Florida
$407K +$3.5K +250 +0.9%
BAS
40
Brown Advisory Securities
Maryland
$402K
PCM
41
Parsons Capital Management
Rhode Island
$361K +$7.28K +520 +2%
SB
42
Suntrust Banks
Georgia
$331K +$23.3K +1,660 +8%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$319K +$315K +22,490 New
NPC
44
National Planning Corporation
California
$318K -$66.1K -4,720 -17%
JP Morgan Chase
45
JP Morgan Chase
New York
$312K +$56K +4,000 +22%
Citigroup
46
Citigroup
New York
$295K +$176K +12,590 +153%
SAM
47
Summit Asset Management
Tennessee
$289K -$133K -9,460 -32%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$273K +$31.7K +2,260 +13%
Jane Street
49
Jane Street
New York
$272K -$2.52M -179,800 -90%
WHI
50
William Harris Investors
Illinois
$261K