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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

70 hedge funds and large institutions have $283M invested in Invesco S&P 500 Top 50 ETF in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
15
Increased
29
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$14.5M
2
PFG
2
Piershale Financial Group
Illinois
$13.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15.4M
4
Bank of America
4
Bank of America
North Carolina
$69.4M
5
Wells Fargo
5
Wells Fargo
California
$18.7M

Top Sellers

1
ACM
1
Avalon Capital Management
California
$0
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$12.2M
3
Jane Street
3
Jane Street
New York
$272K
4
CS
4
Credit Suisse
Switzerland
$4.23M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$69.4M 489,437 +45,644 +10%
Morgan Stanley
2
Morgan Stanley
New York
$44.2M 311,848 +17,841 +6%
Fisher Asset Management
3
Fisher Asset Management
Washington
$18.9M 133,077 +6,972 +6%
Wells Fargo
4
Wells Fargo
California
$18.7M 132,163 +42,563 +48%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.4M 108,444 +57,626 +113%
UBS Group
6
UBS Group
Switzerland
$14.5M 102,159 +102,159 New
PFG
7
Piershale Financial Group
Illinois
$13.8M 97,488 +97,488 New
RCM
8
Rivernorth Capital Management
Florida
$13.4M 94,701 – –
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$12.2M 86,212 -18,317 -18%
Stifel Financial
10
Stifel Financial
Missouri
$9.93M 70,088 +1,347 +2%
CA
11
Cumberland Advisors
Florida
$7.19M 50,760 +8,360 +20%
JIC
12
Johnson Investment Counsel
Ohio
$5.81M 41,003 -1,200 -3%
CS
13
Credit Suisse
Switzerland
$4.23M 29,881 -5,171 -15%
SG Americas Securities
14
SG Americas Securities
New York
$3.5M 24,663 -1,056 -4%
BW
15
Bison Wealth
Georgia
$3.39M 23,953 +23,953 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.46M 17,380 +17,380 New
BAAM
17
Baker Avenue Asset Management
California
$2.1M 14,823 +6,071 +69%
LPL Financial
18
LPL Financial
California
$1.92M 13,537 +700 +5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.43M 10,070 +492 +5%
WA
20
WESPAC Advisors
California
$1.35M 9,529 -242 -2%
PHS
21
Pekin Hardy Strauss
Illinois
$1.35M 9,529 +9,529 New
PAG
22
Pinnacle Advisory Group
Maryland
$1.23M 8,671 – –
FHC
23
First Heartland Consultants
Missouri
$1.12M 7,876 +702 +10%
BWM
24
Baystate Wealth Management
Massachusetts
$1.1M 7,744 +559 +8%
HCP
25
Holt Capital Partners
Texas
$1.05M 7,421 -450 -6%
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