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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 $236M invested in Invesco S&P 500 Top 50 ETF in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
19
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$9.81M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$7.32M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$26.5M
4
Jane Street
4
Jane Street
New York
$1.67M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12M

Top Sellers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$2.6M
2
Wells Fargo
2
Wells Fargo
California
$11.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.2M
4
RJA
4
Raymond James & Associates
Florida
$3.65M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
51
Savant Capital
Illinois
$221K – – –
RWA
52
Ropes Wealth Advisors
Massachusetts
$221K +$221K +14,960 New
SAM
53
Summit Asset Management
Tennessee
$219K – – –
MFS
54
MSI Financial Services
Massachusetts
$197K +$5.17K +350 +3%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$185K +$185K +12,560 New
US Bancorp
56
US Bancorp
Minnesota
$178K – – –
SWA
57
Sutton Wealth Advisors
Florida
$177K – – –
Creative Planning
58
Creative Planning
Kansas
$164K +$1.47K +100 +0.9%
GT
59
Glenmede Trust
Pennsylvania
$72K -$110K -7,500 -60%
CDIA
60
Capital Directions Investment Advisors
Georgia
$64K +$64K +4,360 New
IA
61
IFP Advisors
Florida
$50K +$7.5K +510 +18%
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$44.3K – – –
DADC
63
D.A. Davidson & Co
Montana
$37K +$37K +2,550 New
JIC
64
Joel Isaacson & Co
New York
$32K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$32K – – –
IF
66
Ironwood Financial
Arizona
$20K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
AIM
68
Advantage Investment Management
Iowa
$15K – – –
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13K +$13K +900 New
PMFA
70
Plante Moran Financial Advisors
Michigan
$9K – – –
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$8K – – –
NFG
72
Next Financial Group
Texas
$6K -$13.3K -1,000 -69%
LWM
73
Lenox Wealth Management
Ohio
$3K – – –
CFA
74
Carroll Financial Associates
North Carolina
$1K +$1K +90 New
MIFH
75
Migdal Insurance & Financial Holdings
Israel
– -$4.22M -290,000 Closed
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3
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