XLG icon

Invesco S&P 500 Top 50 ETF

73 hedge funds and large institutions have $253M invested in Invesco S&P 500 Top 50 ETF in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
20
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$42M 289,181 -2,247 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$32.2M 221,274 -22,741 -9%
UBS Group
3
UBS Group
Switzerland
$27M 185,838 -28,354 -13%
Fisher Asset Management
4
Fisher Asset Management
Washington
$23.9M 162,436 +4,992 +3%
Wells Fargo
5
Wells Fargo
California
$16.1M 111,113 -8,666 -7%
RCM
6
Rivernorth Capital Management
Florida
$11.6M 79,701
Stifel Financial
7
Stifel Financial
Missouri
$11M 75,778 -6 -0%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.3M 70,662 +7,793 +12%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$9.15M 62,968 -7,290 -10%
RJA
10
Raymond James & Associates
Florida
$7.96M 54,794 -35,873 -40%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$7.7M 53,001 +31,542 +147%
JIC
12
Johnson Investment Counsel
Ohio
$5.61M 38,580 -2,507 -6%
BAAM
13
Baker Avenue Asset Management
California
$4.84M 33,267 -3,162 -9%
MIFH
14
Migdal Insurance & Financial Holdings
Israel
$4.22M 29,000 +12,910 +80%
BW
15
Bison Wealth
Georgia
$3.59M 24,685 +1,076 +5%
LPL Financial
16
LPL Financial
California
$3.51M 24,226 +4,556 +23%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.21M 22,113 +22,113 New
BCI
18
Brinker Capital Investments
Pennsylvania
$2.79M 19,162 +15,349 +403%
ACM
19
Avalon Capital Management
California
$2.36M 16,232 -1,983 -11%
Goldman Sachs
20
Goldman Sachs
New York
$2.24M 15,392 +13,914 +941%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.75M 12,046 -1,416 -11%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$1.47M 10,134 +1,192 +13%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.41M 9,718 -68 -0.7%
FHC
24
First Heartland Consultants
Missouri
$1.31M 9,021 +171 +2%
WGCA
25
Wolf Group Capital Advisors
Virginia
$1.28M 8,806 +2,245 +34%