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Invesco S&P 500 Top 50 ETF

72 hedge funds and large institutions have $234M invested in Invesco S&P 500 Top 50 ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-8
Holders Change %
-10%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
26
Citigroup
New York
$736K -$6.01K -360 -0.8%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$705K -$44.1K -2,640 -6%
HH
28
Hilltop Holdings
Texas
$681K
AG
29
Advisor Group
Arizona
$651K -$8.36K -500 -1%
RWP
30
RWA Wealth Partners
Massachusetts
$644K +$3.34K +200 +0.5%
GT
31
Greenleaf Trust
Michigan
$589K
WA
32
WESPAC Advisors
California
$535K
FFEC
33
First Financial Equity Corporation
Arizona
$522K +$522K +31,300 New
CCM
34
Catawba Capital Management
Virginia
$492K
EFS
35
Essex Financial Services
Connecticut
$474K
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$420K -$79.9K -4,780 -16%
IWM
37
Integrated Wealth Management
California
$401K -$24.1K -1,440 -6%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$346K +$346K +20,710 New
RJT
39
Raymond James Trust
Florida
$279K -$240K -14,400 -46%
PAG
40
Private Advisor Group
New Jersey
$260K -$63.2K -3,790 -20%
SPIA
41
Steward Partners Investment Advisory
New York
$257K +$257K +15,390 New
KBFS
42
Kohmann Bosshard Financial Services
Ohio
$254K
SC
43
Savant Capital
Illinois
$251K
RWA
44
Ropes Wealth Advisors
Massachusetts
$250K
SAM
45
Summit Asset Management
Tennessee
$247K
KLI
46
Kelman-Lazarov Inc
Tennessee
$234K
US Bancorp
47
US Bancorp
Minnesota
$201K
Creative Planning
48
Creative Planning
Kansas
$195K +$10K +600 +5%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$172K -$69.7K -4,180 -29%
SWA
50
Sutton Wealth Advisors
Florida
$168K