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Invesco S&P 500 Top 50 ETF

75 hedge funds and large institutions have $263M invested in Invesco S&P 500 Top 50 ETF in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

65.21% more ownership

Funds ownership: 384.45%449.65% (+65%)

52% more capital invested

Capital invested by funds: $174M → $263M (+$89.6M)

21% more funds holding

Funds holding: 6275 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
75
Holders Change
+13
Holders Change %
+20.97%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
30
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WGCA
26
Wolf Group Capital Advisors
Virginia
$949K +$947K +65,610 New
Ameriprise
27
Ameriprise
Minnesota
$942K +$321K +22,250 +52%
CWM
28
Concert Wealth Management
California
$927K +$30K +2,080 +3%
BAS
29
Brown Advisory Securities
Maryland
$758K +$433K +30,000 +134%
KIA
30
KCM Investment Advisors
California
$722K -$2.17K -150 -0.3%
HCP
31
Holt Capital Partners
Texas
$667K
EFS
32
Essex Financial Services
Connecticut
$628K +$72.2K +5,000 +13%
HH
33
Hilltop Holdings
Texas
$590K
BCI
34
Brinker Capital Investments
Pennsylvania
$551K +$220K +15,220 +66%
GT
35
Greenleaf Trust
Michigan
$517K
Citigroup
36
Citigroup
New York
$512K +$134K +9,260 +35%
WA
37
WESPAC Advisors
California
$468K -$705K -48,870 -60%
QI
38
QS Investors
New York
$465K +$331K +22,900 +248%
CCM
39
Catawba Capital Management
Virginia
$426K
PCM
40
Parsons Capital Management
Rhode Island
$420K +$13.1K +910 +3%
IWMPD
41
Integrated Wealth Management (Palm Desert)
California
$408K -$6.06K -420 -1%
ABC
42
Associated Banc-Corp
Wisconsin
$397K -$10.8K -750 -3%
Millennium Management
43
Millennium Management
New York
$395K +$395K +27,340 New
SG Americas Securities
44
SG Americas Securities
New York
$355K -$3.19M -221,060 -90%
PAG
45
Private Advisor Group
New Jersey
$331K +$7.22K +500 +2%
TAG
46
Tactical Allocation Group
Michigan
$322K -$16.7K -1,160 -5%
NPC
47
National Planning Corporation
California
$306K +$329K +22,800 New
ICAS
48
Investors Capital Advisory Services
Massachusetts
$289K +$289K +20,020 New
SWP
49
Stratos Wealth Partners
Ohio
$259K +$259K +17,910 New
TWMP
50
Taylor Wealth Management Partners
Massachusetts
$226K +$226K +15,640 New