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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

59 hedge funds and large institutions have $234M invested in Invesco S&P 500 Top 50 ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
8
Increased
17
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$61.3M
2
CA
2
Cumberland Advisors
Florida
$5.86M
3
Jane Street
3
Jane Street
New York
$2.75M
4
ACM
4
Avalon Capital Management
California
$5.19M
5
Stifel Financial
5
Stifel Financial
Missouri
$9.49M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$174K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.02M
3
CS
3
Credit Suisse
Switzerland
$4.84M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$14.4M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$61.3M 443,793 +92,321 +26%
Morgan Stanley
2
Morgan Stanley
New York
$40.6M 294,007 -9,219 -3%
Fisher Asset Management
3
Fisher Asset Management
Washington
$17.4M 126,105 +3,819 +3%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$14.4M 104,529 -13,333 -11%
RCM
5
Rivernorth Capital Management
Florida
$13.1M 94,701 – –
Wells Fargo
6
Wells Fargo
California
$12.4M 89,600 +9,973 +13%
U
7
UBS
Switzerland
$9.99M 72,304 -2,093 -3%
Stifel Financial
8
Stifel Financial
Missouri
$9.49M 68,741 +11,289 +20%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.02M 50,818 -25,532 -33%
CA
10
Cumberland Advisors
Florida
$5.86M 42,400 +42,400 New
JIC
11
Johnson Investment Counsel
Ohio
$5.83M 42,203 -2,695 -6%
ACM
12
Avalon Capital Management
California
$5.19M 37,606 +11,812 +46%
CS
13
Credit Suisse
Switzerland
$4.84M 35,052 -14,719 -30%
SG Americas Securities
14
SG Americas Securities
New York
$3.55M 25,719 -1,900 -7%
Jane Street
15
Jane Street
New York
$2.75M 19,899 +19,899 New
LPL Financial
16
LPL Financial
California
$1.75M 12,837 +3,061 +31%
WA
17
WESPAC Advisors
California
$1.35M 9,771 +9,771 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.32M 9,578 -52 -0.5%
BAAM
19
Baker Avenue Asset Management
California
$1.21M 8,752 +51 +0.6%
PAG
20
Pinnacle Advisory Group
Maryland
$1.2M 8,671 – –
HCP
21
Holt Capital Partners
Texas
$1.09M 7,871 -1,300 -14%
BWM
22
Baystate Wealth Management
Massachusetts
$992K 7,185 +1,463 +26%
FHC
23
First Heartland Consultants
Missouri
$991K 7,174 +1,195 +20%
CWM
24
Concert Wealth Management
California
$845K 6,149 -145 -2%
Goldman Sachs
25
Goldman Sachs
New York
$700K 5,066 +344 +7%
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