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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

75 hedge funds and large institutions have $263M invested in Invesco S&P 500 Top 50 ETF in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
75
Holders Change
+13
Holders Change %
+20.97%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
30
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$31M
2
RJA
2
Raymond James & Associates
Florida
$13.1M
3
Bank of America
3
Bank of America
North Carolina
$42.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$35.3M
5
AIG
5
American International Group
New York
$8.94M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$355K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RCM
3
Rivernorth Capital Management
Florida
$11.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SC
51
Savant Capital
Illinois
$217K 15,000 +15,000 New
Goldman Sachs
52
Goldman Sachs
New York
$214K 14,780 -35,660 -71%
SAM
53
Summit Asset Management
Tennessee
$214K 14,810 -4,810 -25%
RFC
54
Regions Financial Corp
Alabama
$210K 14,550 +14,550 New
GT
55
Glenmede Trust
Pennsylvania
$179K 12,400 +9,500 +328%
US Bancorp
56
US Bancorp
Minnesota
$174K 12,050 +3,000 +33%
Creative Planning
57
Creative Planning
Kansas
$160K 11,040 – –
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$154K 10,680 -440 -4%
MFS
59
MSI Financial Services
Massachusetts
$66K 4,550 +910 +25%
CDIA
60
Capital Directions Investment Advisors
Georgia
$62K 4,320 +4,320 New
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$43.4K 3,000 +3,000 New
KM
62
Kalos Management
Georgia
– – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$31K 2,140 – –
PAIM
64
Punch & Associates Investment Management
Minnesota
$14.5K 1,000 +1,000 New
PMFA
65
Plante Moran Financial Advisors
Michigan
$14K 1,000 – –
AIM
66
Advantage Investment Management
Iowa
$14K 1,000 – –
DBT
67
Dubuque Bank & Trust
Iowa
$14K 1,000 +1,000 New
UFA
68
US Financial Advisors
Massachusetts
$14K 1,000 +1,000 New
IA
69
IFP Advisors
Florida
$7K 500 +500 New
BBPWM
70
Blue Bell Private Wealth Management
Pennsylvania
$7K 500 +500 New
AFP
71
Ausdal Financial Partners
Iowa
$7K 500 +500 New
NFG
72
Next Financial Group
Texas
$6K 450 – –
LWM
73
Lenox Wealth Management
Ohio
$3K 200 +200 New
FNBT
74
FineMark National Bank & Trust
Florida
$2K 130 – –
PFG
75
Piershale Financial Group
Illinois
$2K 110 +110 New
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