We are live on ! Find out more
XLG icon

Invesco S&P 500 Top 50 ETF

81 hedge funds and large institutions have $248M invested in Invesco S&P 500 Top 50 ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 16 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

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

13% more funds holding

Funds holding: 7281 (+9)

10.57% more ownership

Funds ownership: 373.38%383.95% (+11%)

6% more capital invested

Capital invested by funds: $234M → $248M (+$14M)

Holders
81
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
26
Reduced
16
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
$44.1M +$1.5M +88,310 +4%
Morgan Stanley
2
Morgan Stanley
New York
$39.1M -$1.1M -64,800 -3%
Fisher Asset Management
3
Fisher Asset Management
Washington
$32.9M -$4.58M -269,540 -12%
UBS Group
4
UBS Group
Switzerland
$24.5M +$421K +24,790 +2%
Wells Fargo
5
Wells Fargo
California
$16.4M +$205K +12,090 +1%
Stifel Financial
6
Stifel Financial
Missouri
$10.4M -$2.14M -125,720 -17%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.3M -$553K -32,570 -5%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$9.89M -$78.1K -4,600 -0.8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$8.46M +$8.39M +494,180 New
JIC
10
Johnson Investment Counsel
Ohio
$5.67M -$105K -6,200 -2%
CS
11
Credit Suisse
Switzerland
$5.31M +$2.22M +130,930 +73%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$3.73M -$50.3K -2,960 -1%
RJA
13
Raymond James & Associates
Florida
$3.34M +$125K +7,360 +4%
WGCA
14
Wolf Group Capital Advisors
Virginia
$2.93M +$39.4K +2,320 +1%
LPL Financial
15
LPL Financial
California
$2.9M -$37.7K -2,220 -1%
Goldman Sachs
16
Goldman Sachs
New York
$2.43M +$2.41M +142,170 New
JP Morgan Chase
17
JP Morgan Chase
New York
$1.88M +$62.8K +3,700 +3%
BCI
18
Brinker Capital Investments
Pennsylvania
$1.64M -$13.9K -820 -0.9%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.55M +$183K +10,750 +13%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.38M +$15.8K +930 +1%
Ameriprise
21
Ameriprise
Minnesota
$1.24M +$98.2K +5,780 +9%
PFA
22
Pinnacle Family Advisors
Missouri
$1.2M +$1.19M +69,820 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.18M -$160K -9,400 -12%
IFWM
24
Institute for Wealth Management
Colorado
$1.13M +$1.11M +65,650 New
FIM
25
Freedom Investment Management
Connecticut
$890K +$133K +7,840 +18%