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Invesco S&P 500 Top 50 ETF

61 hedge funds and large institutions have $202M invested in Invesco S&P 500 Top 50 ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% more ownership

Funds ownership: 410.14%410.9% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less capital invested

Capital invested by funds: $218M → $202M (-$16.1M)

9% less funds holding

Funds holding: 6761 (-6)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
61
Holders Change
-6
Holders Change %
-8.96%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
16
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
51
Glenmede Trust
Pennsylvania
$41K
IF
52
Ironwood Financial
Arizona
$32K -$15.9K -1,100 -33%
JAM
53
Jolley Asset Management
North Carolina
$31K
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$30K
AIM
55
Advantage Investment Management
Iowa
$14K
PMFA
56
Plante Moran Financial Advisors
Michigan
$14K
NFG
57
Next Financial Group
Texas
$4K
HI
58
Hudock Inc
Pennsylvania
$3K -$12K -830 -77%
FNBT
59
FineMark National Bank & Trust
Florida
$2K
FHC
60
First Heartland Consultants
Missouri
$1.21K
PAG
61
Pinnacle Advisory Group
Maryland
-$1.22M -86,710 Closed
BWM
62
Baystate Wealth Management
Massachusetts
-$1.04M -73,970 Closed
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
-$630K -44,870 Closed
HH
64
Hilltop Holdings
Texas
-$572K -40,780 Closed
FAAS
65
First Allied Advisory Services
California
-$240K -16,910 Closed
Creative Planning
66
Creative Planning
Kansas
-$155K -11,040 Closed
CDIA
67
Capital Directions Investment Advisors
Georgia
-$62K -4,270 Closed
PFG
68
Piershale Financial Group
Illinois
-$46K -3,290 Closed
TRCT
69
Tower Research Capital (TRC)
New York
-$14K -1,000 Closed
UFA
70
US Financial Advisors
Massachusetts
-$14.4K -1,000 Closed