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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.

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
Shares
Change %
RWA
51
Ropes Wealth Advisors
Massachusetts
$236K
SAM
52
Summit Asset Management
Tennessee
$233K
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$228K +$228K +14,500 New
RPG
54
Risk Paradigm Group
Texas
$223K +$129K +8,160 +137%
KLI
55
Kelman-Lazarov Inc
Tennessee
$221K -$31.5K -2,000 -13%
MFS
56
MSI Financial Services
Massachusetts
$198K -$7.07K -450 -3%
US Bancorp
57
US Bancorp
Minnesota
$190K
Creative Planning
58
Creative Planning
Kansas
$174K -$5.83K -370 -3%
SWA
59
Sutton Wealth Advisors
Florida
$158K
OFW
60
Omnia Family Wealth
Florida
$133K +$133K +8,410 New
PWM
61
Perigon Wealth Management
California
$103K
CDIA
62
Capital Directions Investment Advisors
Georgia
$69K +$313 +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 +$39.4K +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 +$22K +1,410 New
IF
71
Ironwood Financial
Arizona
$21K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$16K
AIM
73
Advantage Investment Management
Iowa
$16K
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$6K -$3.09K -170 -34%
WA
75
WFG Advisors
Texas
$4K +$4K +270 New