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Invesco S&P 500 Top 50 ETF

81 hedge funds and large institutions have $248M invested in Invesco S&P 500 Top 50 ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

13% more funds holding

Funds holding: 7281 (+9)

10.57% more ownership

Funds ownership: 373.38%383.95% (+11%)

6% more capital invested

Capital invested by funds: $234M → $248M (+$14M)

Holders
81
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
26
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$179K +$2.55K +150 +1%
SWA
52
Sutton Wealth Advisors
Florida
$172K
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$138K -$290K -17,050 -68%
OIA
54
OneDigital Investment Advisors
Kansas
$133K +$132K +7,770 New
PWM
55
Perigon Wealth Management
California
$106K +$2.21K +130 +2%
CDIA
56
Capital Directions Investment Advisors
Georgia
$76K +$340 +20 +0.5%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$69K +$32.4K +1,910 +89%
IA
58
IFP Advisors
Florida
$58K +$170 +10 +0.3%
GT
59
Glenmede Trust
Pennsylvania
$48K
SEI Investments
60
SEI Investments
Pennsylvania
$46K
DADC
61
D.A. Davidson & Co
Montana
$43K
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$43K +$42.3K +2,490 New
IPC
63
Independent Portfolio Consultants
Florida
$41K +$40.8K +2,400 New
PA
64
Parallel Advisors
California
$35K +$34.5K +2,030 New
MPWT
65
MassMutual Private Wealth & Trust
Connecticut
$34.2K -$8.49K -500 -20%
VWA
66
V Wealth Advisors
Kansas
$34K +$34K +2,000 New
IF
67
Ironwood Financial
Arizona
$23K
BlackRock
68
BlackRock
New York
$21K +$170 +10 +0.8%
AIM
69
Advantage Investment Management
Iowa
$17K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$17K
UBS AM
71
UBS AM
Illinois
$15.7K +$15.6K +920 New
ACM
72
AlphaStar Capital Management
North Carolina
$14K +$14.3K +840 New
JCM
73
Jacobi Capital Management
Pennsylvania
$10K
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.56K
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$6K