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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

51 hedge funds and large institutions have $217M invested in Invesco S&P 500 Top 50 ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
16
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$17.2M
2
Wells Fargo
2
Wells Fargo
California
$12.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.12M
4
HCP
4
Holt Capital Partners
Texas
$1.32M
5
PPA
5
Parametric Portfolio Associates
Washington
$839K

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$34.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.06M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.7M
4
DS
4
DRW Securities
Illinois
$0
5
PMG
5
ProVise Management Group
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.7M 351,922 -65,783 -16%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$34.6M 266,113 -86,410 -25%
Bank of America
3
Bank of America
North Carolina
$32.2M 248,288 +3,170 +1%
CS
4
Credit Suisse
Switzerland
$17.2M 132,159 +78,372 +146%
Fisher Asset Management
5
Fisher Asset Management
Washington
$14.1M 108,947 +3,772 +4%
RCM
6
Rivernorth Capital Management
Florida
$12.3M 94,701 +4,738 +5%
Wells Fargo
7
Wells Fargo
California
$12.1M 92,852 +15,890 +21%
U
8
UBS
Switzerland
$7.82M 60,253 +3,898 +7%
JIC
9
Johnson Investment Counsel
Ohio
$6.21M 47,818 -1,784 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.06M 46,661 -80,669 -63%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.12M 39,409 +10,723 +37%
BCI
12
Brinker Capital Investments
Pennsylvania
$3.92M 30,217 +43 +0.1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.65M 20,438 +3,859 +23%
LPL Financial
14
LPL Financial
California
$1.43M 11,034 -5,840 -35%
HCP
15
Holt Capital Partners
Texas
$1.32M 10,171 +10,171 New
SG Americas Securities
16
SG Americas Securities
New York
$1.24M 9,541 -126 -1%
PAG
17
Pinnacle Advisory Group
Maryland
$1.13M 8,671 – –
VKH
18
Virtu KCG Holdings
New York
$1.1M 8,428 -9,163 -52%
BAAM
19
Baker Avenue Asset Management
California
$1.07M 8,199 +550 +7%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.03M 7,939 +2,330 +42%
PPA
21
Parametric Portfolio Associates
Washington
$839K 6,460 +6,460 New
CWM
22
Concert Wealth Management
California
$836K 6,459 -345 -5%
KIA
23
KCM Investment Advisors
California
$660K 5,081 -775 -13%
Goldman Sachs
24
Goldman Sachs
New York
$573K 4,412 -1,176 -21%
EFS
25
Essex Financial Services
Connecticut
$449K 3,460 -350 -9%
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