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Invesco S&P 500 Top 50 ETF

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.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

13% more funds holding

Funds holding: 7281 (+9)

10.57% more ownership

Funds ownership: 373.38%383.95% (+11%)

6% more capital invested

Capital invested by funds: $234M → $248M (+$14M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
26
KCM Investment Advisors
California
$827K
Citigroup
27
Citigroup
New York
$802K +$47K +2,770 +6%
BAAM
28
Baker Avenue Asset Management
California
$786K +$4.58K +270 +0.6%
HCP
29
Holt Capital Partners
Texas
$771K
CA
30
Cumberland Advisors
Florida
$716K +$711K +41,850 New
HH
31
Hilltop Holdings
Texas
$698K
RJFSA
32
Raymond James Financial Services Advisors
Florida
$696K -$26.2K -1,540 -4%
AG
33
Advisor Group
Arizona
$683K +$17K +1,000 +3%
RWP
34
RWA Wealth Partners
Massachusetts
$636K -$23.9K -1,410 -4%
GT
35
Greenleaf Trust
Michigan
$604K
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$556K +$200K +11,800 +57%
WA
37
WESPAC Advisors
California
$552K +$3.57K +210 +0.7%
CCM
38
Catawba Capital Management
Virginia
$499K -$5.09K -300 -1%
EFS
39
Essex Financial Services
Connecticut
$486K
KLI
40
Kelman-Lazarov Inc
Tennessee
$274K +$34K +2,000 +14%
SPIA
41
Steward Partners Investment Advisory
New York
$273K +$9.51K +560 +4%
PAG
42
Private Advisory Group
Washington
$271K +$268K +15,800 New
PAG
43
Private Advisor Group
New Jersey
$268K +$170 +10 +0.1%
SC
44
Savant Capital
Illinois
$257K
RWA
45
Ropes Wealth Advisors
Massachusetts
$256K
SAM
46
Summit Asset Management
Tennessee
$253K
BTS
47
BB&T Securities
Virginia
$216K +$215K +12,670 New
LNC
48
Lincoln National Corp
Pennsylvania
$210K +$208K +12,270 New
US Bancorp
49
US Bancorp
Minnesota
$206K
Creative Planning
50
Creative Planning
Kansas
$189K -$10.4K -610 -5%