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Invesco S&P 500 Top 50 ETF

72 hedge funds and large institutions have $235M invested in Invesco S&P 500 Top 50 ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
26
Concert Wealth Management
California
$1.03M -$38K -2,480 -4%
RJT
27
Raymond James Trust
Florida
$982K +$982K +64,250 New
KIA
28
KCM Investment Advisors
California
$748K -$189K -12,370 -20%
HCP
29
Holt Capital Partners
Texas
$688K -$205K -13,410 -23%
Citigroup
30
Citigroup
New York
$662K +$177K +11,600 +37%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$628K +$15.3K +1,000 +2%
HH
32
Hilltop Holdings
Texas
$623K
AG
33
Advisor Group
Arizona
$608K -$1.99K -130 -0.3%
GT
34
Greenleaf Trust
Michigan
$546K
PCM
35
Parsons Capital Management
Rhode Island
$480K -$4.12K -270 -0.9%
WA
36
WESPAC Advisors
California
$463K -$487K -31,870 -51%
EFS
37
Essex Financial Services
Connecticut
$458K
CCM
38
Catawba Capital Management
Virginia
$450K
IWM
39
Integrated Wealth Management
California
$388K
Millennium Management
40
Millennium Management
New York
$367K -$91.8K -6,000 -20%
ABC
41
Associated Banc-Corp
Wisconsin
$343K -$76.4K -5,000 -18%
PAG
42
Private Advisor Group
New Jersey
$294K +$152 +10 +0.1%
VKH
43
Virtu KCG Holdings
New York
$275K +$33.7K +2,210 +14%
NFG
44
Next Financial Group
Texas
$248K +$241K +15,780 +3,507%
KLI
45
Kelman-Lazarov Inc
Tennessee
$243K -$38K -2,500 -14%
SC
46
Savant Capital
Illinois
$229K
RWA
47
Ropes Wealth Advisors
Massachusetts
$229K
SAM
48
Summit Asset Management
Tennessee
$226K
MFS
49
MSI Financial Services
Massachusetts
$199K -$4.27K -280 -2%
US Bancorp
50
US Bancorp
Minnesota
$184K