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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

81 hedge funds and large institutions have $248M invested in Invesco S&P 500 Top 50 ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
81
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
26
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$8.46M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.43M
3
CS
3
Credit Suisse
Switzerland
$5.31M
4
Bank of America
4
Bank of America
North Carolina
$44.1M
5
PFA
5
Pinnacle Family Advisors
Missouri
$1.2M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$32.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$10.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$39.1M
4
CWM
4
Concert Wealth Management
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
KIA
26
KCM Investment Advisors
California
$827K 4,833 – –
Citigroup
27
Citigroup
New York
$802K 4,683 +277 +6%
BAAM
28
Baker Avenue Asset Management
California
$786K 4,592 +27 +0.6%
HCP
29
Holt Capital Partners
Texas
$771K 4,505 – –
CA
30
Cumberland Advisors
Florida
$716K 4,185 +4,185 New
HH
31
Hilltop Holdings
Texas
$698K 4,078 – –
RJFSA
32
Raymond James Financial Services Advisors
Florida
$696K 4,066 -154 -4%
AG
33
Advisor Group
Arizona
$683K 3,992 +100 +3%
RWP
34
RWA Wealth Partners
Massachusetts
$636K 3,717 -141 -4%
GT
35
Greenleaf Trust
Michigan
$604K 3,527 – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$556K 3,251 +1,180 +57%
WA
37
WESPAC Advisors
California
$552K 3,226 +21 +0.7%
CCM
38
Catawba Capital Management
Virginia
$499K 2,915 -30 -1%
EFS
39
Essex Financial Services
Connecticut
$486K 2,840 – –
KLI
40
Kelman-Lazarov Inc
Tennessee
$274K 1,600 +200 +14%
SPIA
41
Steward Partners Investment Advisory
New York
$273K 1,595 +56 +4%
PAG
42
Private Advisory Group
Washington
$271K 1,580 +1,580 New
PAG
43
Private Advisor Group
New Jersey
$268K 1,559 +1 +0.1%
SC
44
Savant Capital
Illinois
$257K 1,500 – –
RWA
45
Ropes Wealth Advisors
Massachusetts
$256K 1,496 – –
SAM
46
Summit Asset Management
Tennessee
$253K 1,481 – –
BTS
47
BB&T Securities
Virginia
$216K 1,267 +1,267 New
LNC
48
Lincoln National Corp
Pennsylvania
$210K 1,227 +1,227 New
US Bancorp
49
US Bancorp
Minnesota
$206K 1,205 – –
Creative Planning
50
Creative Planning
Kansas
$189K 1,104 -61 -5%
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