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Invesco S&P 500 Top 50 ETF

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.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more capital invested

Capital invested by funds: $234M → $283M (+$48.4M)

19% more funds holding

Funds holding: 5970 (+11)

18% more ownership

Funds ownership: 440.81%458.82% (+18%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$69.4M +$6.39M +456,440 +10%
Morgan Stanley
2
Morgan Stanley
New York
$44.2M +$2.5M +178,410 +6%
Fisher Asset Management
3
Fisher Asset Management
Washington
$18.9M +$977K +69,720 +6%
Wells Fargo
4
Wells Fargo
California
$18.7M +$5.96M +425,630 +48%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.4M +$8.07M +576,260 +113%
UBS Group
6
UBS Group
Switzerland
$14.5M +$14.3M +1,021,590 New
PFG
7
Piershale Financial Group
Illinois
$13.8M +$13.7M +974,880 New
RCM
8
Rivernorth Capital Management
Florida
$13.4M
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$12.2M -$2.57M -183,170 -18%
Stifel Financial
10
Stifel Financial
Missouri
$9.93M +$189K +13,470 +2%
CA
11
Cumberland Advisors
Florida
$7.19M +$1.17M +83,600 +20%
JIC
12
Johnson Investment Counsel
Ohio
$5.81M -$168K -12,000 -3%
CS
13
Credit Suisse
Switzerland
$4.23M -$724K -51,710 -15%
SG Americas Securities
14
SG Americas Securities
New York
$3.5M -$148K -10,560 -4%
BW
15
Bison Wealth
Georgia
$3.39M +$3.35M +239,530 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.46M +$2.43M +173,800 New
BAAM
17
Baker Avenue Asset Management
California
$2.1M +$850K +60,710 +69%
LPL Financial
18
LPL Financial
California
$1.92M +$98K +7,000 +5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.43M +$68.9K +4,920 +5%
WA
20
WESPAC Advisors
California
$1.35M -$33.9K -2,420 -2%
PHS
21
Pekin Hardy Strauss
Illinois
$1.35M +$1.33M +95,290 New
PAG
22
Pinnacle Advisory Group
Maryland
$1.23M
FHC
23
First Heartland Consultants
Missouri
$1.12M +$98.3K +7,020 +10%
BWM
24
Baystate Wealth Management
Massachusetts
$1.1M +$78.3K +5,590 +8%
HCP
25
Holt Capital Partners
Texas
$1.05M -$63K -4,500 -6%