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Invesco S&P 500 Top 50 ETF

73 hedge funds and large institutions have $253M invested in Invesco S&P 500 Top 50 ETF in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
20
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWAC
51
Laurel Wealth Advisors (California)
California
$218K +$218K +15,000 New
SAM
52
Summit Asset Management
Tennessee
$215K
MFS
53
MSI Financial Services
Massachusetts
$189K +$123K +8,430 +185%
GT
54
Glenmede Trust
Pennsylvania
$180K
US Bancorp
55
US Bancorp
Minnesota
$175K
SWA
56
Sutton Wealth Advisors
Florida
$174K +$174K +12,000 New
Creative Planning
57
Creative Planning
Kansas
$160K
IA
58
IFP Advisors
Florida
$59K +$48.8K +2,390 +478%
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$43.6K
JIC
60
Joel Isaacson & Co
New York
$32K +$32K +2,190 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$31K
NFG
62
Next Financial Group
Texas
$21K +$14.5K +1,000 +222%
IF
63
Ironwood Financial
Arizona
$20K +$20K +1,350 New
AIM
64
Advantage Investment Management
Iowa
$15K
FANJ
65
Financial Architects (New Jersey)
New Jersey
$15K +$15K +1,000 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$15K +$15K +1,000 New
TFA
67
Transamerica Financial Advisors
Florida
$14K -$1.35M -86,590 -99%
PMFA
68
Plante Moran Financial Advisors
Michigan
$8K -$5.79K -420 -42%
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$7K
LWM
70
Lenox Wealth Management
Ohio
$3K
BWA
71
Burt Wealth Advisors
Maryland
$3K +$3K +200 New
FNBT
72
FineMark National Bank & Trust
Florida
$2K
FAAS
73
First Allied Advisory Services
California
-$1.64M -113,310 Closed
QI
74
QS Investors
New York
-$465K -32,140 Closed
NPC
75
National Planning Corporation
California
-$306K -22,800 Closed