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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

70 hedge funds and large institutions have $283M invested in Invesco S&P 500 Top 50 ETF in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
15
Increased
29
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$13.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$15.4M
3
Bank of America
3
Bank of America
North Carolina
$69.4M
4
Wells Fargo
4
Wells Fargo
California
$18.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$44.2M

Top Sellers

1
ACM
1
Avalon Capital Management
California
$0
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$12.2M
3
Jane Street
3
Jane Street
New York
$272K
4
CS
4
Credit Suisse
Switzerland
$4.23M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
51
First Allied Advisory Services
California
$258K +$258K +18,030 New
US Bancorp
52
US Bancorp
Minnesota
$205K +$70.7K +5,000 +53%
BCI
53
Brinker Capital Investments
Pennsylvania
$204K +$25.7K +1,810 +14%
Creative Planning
54
Creative Planning
Kansas
$165K – – –
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$156K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$61K – – –
CDIA
57
Capital Directions Investment Advisors
Georgia
$60K +$282 +20 +0.5%
IF
58
Ironwood Financial
Arizona
$47K +$47K +3,350 New
GT
59
Glenmede Trust
Pennsylvania
$41K – – –
JAM
60
Jolley Asset Management
North Carolina
$31K – – –
MFS
61
MSI Financial Services
Massachusetts
$30K +$22K +1,530 +273%
NES
62
New England Securities
New York
$21K – – –
PMFA
63
Plante Moran Financial Advisors
Michigan
$14K – – –
AIM
64
Advantage Investment Management
Iowa
$14K +$14K +1,000 New
UFA
65
US Financial Advisors
Massachusetts
$14K +$14K +1,000 New
CTC
66
Central Trust Company
Missouri
$12K +$12K +830 New
Deutsche Bank
67
Deutsche Bank
Germany
$9K – – –
NFG
68
Next Financial Group
Texas
$5K -$234K -16,400 -98%
BRWA
69
B. Riley Wealth Advisors
Florida
$8 +$8 +530 New
ACM
70
Avalon Capital Management
California
– -$5.19M -376,060 Closed
Goldman Sachs
71
Goldman Sachs
New York
– -$700K -50,660 Closed
SI
72
Sprott Inc
Ontario, Canada
– -$221K -16,000 Closed
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