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Invesco S&P 500 Top 50 ETF

72 hedge funds and large institutions have $234M invested in Invesco S&P 500 Top 50 ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 13 closing their positions.

Holders
72
Holders Change
-8
Holders Change %
-10%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
24
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
$41.5M 248,602 -32,348 -12%
Morgan Stanley
2
Morgan Stanley
New York
$39.2M 234,713 +1,165 +0.5%
Fisher Asset Management
3
Fisher Asset Management
Washington
$36.6M 218,954 +16,606 +8%
UBS Group
4
UBS Group
Switzerland
$23.5M 140,740 -18,336 -12%
Wells Fargo
5
Wells Fargo
California
$15.8M 94,646 +2,659 +3%
Stifel Financial
6
Stifel Financial
Missouri
$12.2M 73,124 -460 -0.6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.6M 63,539 -8,439 -12%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$9.73M 58,263 -655 -1%
JIC
9
Johnson Investment Counsel
Ohio
$5.63M 33,727 -785 -2%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$3.69M 22,112 +15,331 +226%
RJA
11
Raymond James & Associates
Florida
$3.14M 18,779 -1,340 -7%
CS
12
Credit Suisse
Switzerland
$3M 17,941 +11,978 +201%
LPL Financial
13
LPL Financial
California
$2.87M 17,197 +1,926 +13%
WGCA
14
Wolf Group Capital Advisors
Virginia
$2.82M 16,907 -605 -3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$1.77M 10,584 +100 +1%
BCI
16
Brinker Capital Investments
Pennsylvania
$1.61M 9,640 -3,120 -24%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.34M 8,010 -56 -0.7%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.33M 7,976 -315 -4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.3M 7,804 -5,218 -40%
Ameriprise
20
Ameriprise
Minnesota
$1.11M 6,640 -1,123 -14%
CWM
21
Concert Wealth Management
California
$1.08M 6,822
KIA
22
KCM Investment Advisors
California
$807K 4,833 -30 -0.6%
BAAM
23
Baker Avenue Asset Management
California
$762K 4,565 -3,105 -40%
HCP
24
Holt Capital Partners
Texas
$752K 4,505
FIM
25
Freedom Investment Management
Connecticut
$738K 4,417 +11 +0.2%