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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

80 hedge funds and large institutions have $241M invested in Invesco S&P 500 Top 50 ETF in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.34M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$31.9M
3
Wells Fargo
3
Wells Fargo
California
$14.5M
4
Bank of America
4
Bank of America
North Carolina
$44.3M
5
SAM
5
SignalPoint Asset Management
Missouri
$1.18M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
CS
2
Credit Suisse
Switzerland
$939K
3
Jane Street
3
Jane Street
New York
$1.53M
4
UBS Group
4
UBS Group
Switzerland
$25.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$1.07M -$353K -22,420 -25%
CS
27
Credit Suisse
Switzerland
$939K -$2.59M -164,490 -73%
PFA
28
Pinnacle Family Advisors
Missouri
$863K +$863K +54,830 New
KIA
29
KCM Investment Advisors
California
$766K -$5.2K -330 -0.7%
HCP
30
Holt Capital Partners
Texas
$710K – – –
RJFSA
31
Raymond James Financial Services Advisors
Florida
$706K +$59.2K +3,760 +9%
Citigroup
32
Citigroup
New York
$700K +$17.3K +1,100 +3%
FIM
33
Freedom Investment Management
Connecticut
$694K +$694K +44,060 New
HH
34
Hilltop Holdings
Texas
$642K – – –
AG
35
Advisor Group
Arizona
$621K -$5.83K -370 -0.9%
RWP
36
RWA Wealth Partners
Massachusetts
$605K +$605K +38,380 New
GT
37
Greenleaf Trust
Michigan
$556K -$7.88K -500 -1%
WA
38
WESPAC Advisors
California
$505K +$27.9K +1,770 +6%
PCM
39
Parsons Capital Management
Rhode Island
$504K +$8.82K +560 +2%
RJT
40
Raymond James Trust
Florida
$490K -$522K -33,140 -52%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$471K +$306K +19,440 +186%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$470K +$470K +29,860 New
CCM
43
Catawba Capital Management
Virginia
$464K – – –
EFS
44
Essex Financial Services
Connecticut
$447K -$25.2K -1,600 -5%
IWM
45
Integrated Wealth Management
California
$400K – – –
VKH
46
Virtu KCG Holdings
New York
$350K +$66.1K +4,200 +23%
PAG
47
Private Advisor Group
New Jersey
$310K – – –
NFG
48
Next Financial Group
Texas
$252K -$3.3K -210 -1%
KBFS
49
Kohmann Bosshard Financial Services
Ohio
$244K +$244K +15,190 New
SC
50
Savant Capital
Illinois
$236K – – –
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2
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