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Invesco S&P 500 Top 50 ETF

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

65.21% more ownership

Funds ownership: 384.45%449.65% (+65%)

52% more capital invested

Capital invested by funds: $174M → $263M (+$89.6M)

21% more funds holding

Funds holding: 6275 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

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
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Savant Capital
Illinois
$217K +$217K +15,000 New
Goldman Sachs
52
Goldman Sachs
New York
$214K -$515K -35,660 -71%
SAM
53
Summit Asset Management
Tennessee
$214K -$69.4K -4,810 -25%
RFC
54
Regions Financial Corp
Alabama
$210K +$210K +14,550 New
GT
55
Glenmede Trust
Pennsylvania
$179K +$137K +9,500 +328%
US Bancorp
56
US Bancorp
Minnesota
$174K +$43.3K +3,000 +33%
Creative Planning
57
Creative Planning
Kansas
$160K
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$154K -$6.35K -440 -4%
MFS
59
MSI Financial Services
Massachusetts
$66K +$13.1K +910 +25%
CDIA
60
Capital Directions Investment Advisors
Georgia
$62K +$62.4K +4,320 New
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$43.4K +$43.3K +3,000 New
KM
62
Kalos Management
Georgia
$41K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$31K
PAIM
64
Punch & Associates Investment Management
Minnesota
$14.5K +$14.4K +1,000 New
AIM
65
Advantage Investment Management
Iowa
$14K
PMFA
66
Plante Moran Financial Advisors
Michigan
$14K
DBT
67
Dubuque Bank & Trust
Iowa
$14K +$14.4K +1,000 New
UFA
68
US Financial Advisors
Massachusetts
$14K +$14.4K +1,000 New
AFP
69
Ausdal Financial Partners
Iowa
$7K +$7.22K +500 New
BBPWM
70
Blue Bell Private Wealth Management
Pennsylvania
$7K +$7.22K +500 New
IA
71
IFP Advisors
Florida
$7K +$7.22K +500 New
NFG
72
Next Financial Group
Texas
$6K
LWM
73
Lenox Wealth Management
Ohio
$3K +$2.89K +200 New
FNBT
74
FineMark National Bank & Trust
Florida
$2K
PFG
75
Piershale Financial Group
Illinois
$2K +$1.59K +110 New