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Invesco S&P 500 Top 50 ETF

80 hedge funds and large institutions have $241M invested in Invesco S&P 500 Top 50 ETF in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

11% more funds holding

Funds holding: 7280 (+8)

8.46% more ownership

Funds ownership: 393.78%402.24% (+8.5%)

3% more capital invested

Capital invested by funds: $235M → $241M (+$6.18M)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
23
Closed
5
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
$44.3M +$1.81M +117,880 +4%
Morgan Stanley
2
Morgan Stanley
New York
$36.8M -$1.68M -109,150 -4%
Fisher Asset Management
3
Fisher Asset Management
Washington
$31.9M +$2.72M +177,130 +10%
UBS Group
4
UBS Group
Switzerland
$25.1M -$1.81M -117,560 -7%
Wells Fargo
5
Wells Fargo
California
$14.5M +$2.25M +146,660 +19%
Stifel Financial
6
Stifel Financial
Missouri
$11.6M -$115K -7,510 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.3M +$263K +17,080 +2%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$9.28M -$98.6K -6,410 -1%
Citadel Advisors
9
Citadel Advisors
Florida
$5.67M +$819K +53,260 +17%
JIC
10
Johnson Investment Counsel
Ohio
$5.44M -$86.1K -5,600 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$4.34M +$4.24M +275,730 New
RJA
12
Raymond James & Associates
Florida
$3.17M -$96.9K -6,300 -3%
WGCA
13
Wolf Group Capital Advisors
Virginia
$2.76M +$333K +21,680 +14%
LPL Financial
14
LPL Financial
California
$2.42M -$107K -6,930 -4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.05M +$32.1K +2,090 +2%
BCI
16
Brinker Capital Investments
Pennsylvania
$2.01M -$185K -12,030 -9%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.65M +$115K +7,500 +8%
Jane Street
18
Jane Street
New York
$1.52M -$2M -129,830 -57%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.31M +$3.38K +220 +0.3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.27M +$167K +10,850 +16%
QI
21
QS Investors
New York
$1.26M +$18.1K +1,180 +1%
Ameriprise
22
Ameriprise
Minnesota
$1.22M -$7.69K -500 -0.6%
BAAM
23
Baker Avenue Asset Management
California
$1.21M -$1.01M -65,980 -46%
SAM
24
SignalPoint Asset Management
Missouri
$1.18M +$1.15M +75,080 New
CWM
25
Concert Wealth Management
California
$1.08M +$19.1K +1,240 +2%