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Invesco S&P 500 Top 50 ETF

80 hedge funds and large institutions have $241M invested in Invesco S&P 500 Top 50 ETF in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

11% more funds holding

Funds holding: 7280 (+8)

8.46% more ownership

Funds ownership: 393.78%402.24% (+8.5%)

3% more capital invested

Capital invested by funds: $235M → $241M (+$6.18M)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Savant Capital
Illinois
$236K
SAM
52
Summit Asset Management
Tennessee
$233K
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$228K +$223K +14,500 New
RPG
54
Risk Paradigm Group
Texas
$223K +$125K +8,160 +137%
KLI
55
Kelman-Lazarov Inc
Tennessee
$221K -$30.8K -2,000 -13%
MFS
56
MSI Financial Services
Massachusetts
$198K -$6.92K -450 -3%
US Bancorp
57
US Bancorp
Minnesota
$190K
Creative Planning
58
Creative Planning
Kansas
$174K -$5.69K -370 -3%
SWA
59
Sutton Wealth Advisors
Florida
$158K
OFW
60
Omnia Family Wealth
Florida
$133K +$129K +8,410 New
PWM
61
Perigon Wealth Management
California
$103K
CDIA
62
Capital Directions Investment Advisors
Georgia
$69K +$307 +20 +0.5%
IA
63
IFP Advisors
Florida
$53K
GT
64
Glenmede Trust
Pennsylvania
$45K
SEI Investments
65
SEI Investments
Pennsylvania
$42K
DADC
66
D.A. Davidson & Co
Montana
$40K
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$39.4K +$38.4K +2,500 New
JIC
68
Joel Isaacson & Co
New York
$35K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$34K
IWM
70
IHT Wealth Management
Illinois
$22K +$21.7K +1,410 New
IF
71
Ironwood Financial
Arizona
$21K
AIM
72
Advantage Investment Management
Iowa
$16K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$16K
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$6K -$2.61K -170 -34%
WA
75
WFG Advisors
Texas
$4K +$4.15K +270 New