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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

72 hedge funds and large institutions have $235M invested in Invesco S&P 500 Top 50 ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.68M
3
Jane Street
3
Jane Street
New York
$3.46M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$28.2M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.07M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
CS
2
Credit Suisse
Switzerland
$3.42M
3
ACM
3
Avalon Capital Management
California
$0
4
BW
4
Bison Wealth
Georgia
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$174K +$4.27K +280 +3%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$160K -$31.9K -2,090 -17%
SWA
53
Sutton Wealth Advisors
Florida
$153K -$30.1K -1,970 -16%
PWM
54
Perigon Wealth Management
California
$93K +$93K +6,080 New
RPG
55
Risk Paradigm Group
Texas
$91.2K +$91.2K +5,970 New
CDIA
56
Capital Directions Investment Advisors
Georgia
$67K +$458 +30 +0.7%
IA
57
IFP Advisors
Florida
$52K -$308 -20 -0.6%
GT
58
Glenmede Trust
Pennsylvania
$44K -$30.3K -2,000 -41%
SEI Investments
59
SEI Investments
Pennsylvania
$41K +$41K +2,680 New
DADC
60
D.A. Davidson & Co
Montana
$38K – – –
JIC
61
Joel Isaacson & Co
New York
$33K – – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$33K – – –
IF
63
Ironwood Financial
Arizona
$21K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
AIM
65
Advantage Investment Management
Iowa
$15K – – –
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K – – –
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$8K – – –
PMFA
68
Plante Moran Financial Advisors
Michigan
$3K -$6.67K -400 -69%
LWM
69
Lenox Wealth Management
Ohio
$3K – – –
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$3K +$3K +180 New
CFA
71
Carroll Financial Associates
North Carolina
$1K – – –
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– -$7.32M -495,900 Closed
ACM
73
Avalon Capital Management
California
– -$2.38M -161,070 Closed
BW
74
Bison Wealth
Georgia
– -$1.89M -127,800 Closed
BAS
75
Brown Advisory Securities
Maryland
– -$584K -39,450 Closed
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