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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: 72 → 80 (+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
–
Top Buyers
Top Sellers
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$7.5M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.53M |
| 3 |
Jane Street
New York
|
-$2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.81M |
| 5 |
Morgan Stanley
New York
|
-$1.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fifth Third Bancorp
Cincinnati,
Ohio
| $3K | – | – | – |
|
|
LWM
77
Lenox Wealth Management
Cincinnati,
Ohio
| $3K | – | – | – |
|
|
CFA
78
Carroll Financial Associates
Charlotte,
North Carolina
| $1K | +$307 | +20 | +22% |
|
|
RCM
79
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$7.5M | -490,990 | Closed |
|
80
Millennium Management
New York
| – | -$367K | -24,000 | Closed |
|
|
ABC
81
Associated Banc-Corp
Green Bay,
Wisconsin
| – | -$343K | -22,450 | Closed |
|
82
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$14K | -900 | Closed |
|
|
PMFA
83
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$3K | -180 | Closed |
|
84
AssetMark Inc
Concord,
California
| – | +$154 | +10 | New |
|