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Invesco S&P 500 Top 50 ETF

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

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

11% more funds holding

Funds holding: 7280 (+8)

8.46% more ownership

Funds ownership: 393.78%402.24% (+8.5%)

3% more capital invested

Capital invested by funds: $235M → $241M (+$6.18M)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

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
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$1.07M -$345K -22,420 -25%
CS
27
Credit Suisse
Switzerland
$939K -$2.53M -164,490 -73%
PFA
28
Pinnacle Family Advisors
Missouri
$863K +$843K +54,830 New
KIA
29
KCM Investment Advisors
California
$766K -$5.07K -330 -0.7%
HCP
30
Holt Capital Partners
Texas
$710K
RJFSA
31
Raymond James Financial Services Advisors
Florida
$706K +$57.8K +3,760 +9%
Citigroup
32
Citigroup
New York
$700K +$16.9K +1,100 +3%
FIM
33
Freedom Investment Management
Connecticut
$694K +$677K +44,060 New
HH
34
Hilltop Holdings
Texas
$642K
AG
35
Advisor Group
Arizona
$621K -$5.69K -370 -0.9%
RWP
36
RWA Wealth Partners
Massachusetts
$605K +$590K +38,380 New
GT
37
Greenleaf Trust
Michigan
$556K -$7.69K -500 -1%
WA
38
WESPAC Advisors
California
$505K +$27.2K +1,770 +6%
PCM
39
Parsons Capital Management
Rhode Island
$504K +$8.61K +560 +2%
RJT
40
Raymond James Trust
Florida
$490K -$510K -33,140 -52%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$471K +$299K +19,440 +186%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$470K +$459K +29,860 New
CCM
43
Catawba Capital Management
Virginia
$464K
EFS
44
Essex Financial Services
Connecticut
$447K -$24.6K -1,600 -5%
IWMPD
45
Integrated Wealth Management (Palm Desert)
California
$400K
VKH
46
Virtu KCG Holdings
New York
$350K +$64.6K +4,200 +23%
PAG
47
Private Advisor Group
New Jersey
$310K
NFG
48
Next Financial Group
Texas
$252K -$3.23K -210 -1%
KBFS
49
Kohmann Bosshard Financial Services
Ohio
$244K +$234K +15,190 New
RWA
50
Ropes Wealth Advisors
Massachusetts
$236K