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Invesco S&P 500 Top 50 ETF

91 hedge funds and large institutions have $301M invested in Invesco S&P 500 Top 50 ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31.13% more ownership

Funds ownership: 368.81%399.94% (+31%)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

15% more capital invested

Capital invested by funds: $263M → $301M (+$38.3M)

2% more funds holding

Funds holding: 8991 (+2)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
23
Reduced
22
Closed
13
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
$49.7M -$181K -8,870 -0.4%
Fisher Asset Management
2
Fisher Asset Management
Washington
$33.5M -$7.88M -386,460 -19%
Morgan Stanley
3
Morgan Stanley
New York
$30.7M +$679K +33,260 +2%
UBS Group
4
UBS Group
Switzerland
$26.1M -$536K -26,260 -2%
Goldman Sachs
5
Goldman Sachs
New York
$23.1M +$14.9M +729,720 +194%
Wells Fargo
6
Wells Fargo
California
$16M -$440K -21,580 -3%
DFIG
7
Dragon Financial & Investment Group
California
$11.9M +$11.6M +567,840 New
Stifel Financial
8
Stifel Financial
Missouri
$11M -$151K -7,380 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.7M -$155K -7,610 -1%
WSTAM
10
Wilbanks Smith & Thomas Asset Management
Virginia
$10.4M -$86.5K -4,240 -0.8%
BCM
11
Barometer Capital Management
Ontario, Canada
$6.71M +$6.55M +321,000 New
JIC
12
Johnson Investment Counsel
Ohio
$6M +$5.85M +286,720 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.34M +$806K +39,510 +18%
LPL Financial
14
LPL Financial
California
$4.96M +$128K +6,250 +3%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.7M +$70.4K +3,450 +2%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.87M -$742K -36,390 -16%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.79M +$2.85M +139,530 +336%
SAM
18
SignalPoint Asset Management
Missouri
$3.38M -$41.8K -2,050 -1%
RJA
19
Raymond James & Associates
Florida
$3.25M -$19K -930 -0.6%
CS
20
Credit Suisse
Switzerland
$2.82M +$1.41M +68,880 +104%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.76M +$159K +7,810 +6%
WGCA
22
Wolf Group Capital Advisors
Virginia
$2.56M -$217K -10,620 -8%
Jane Street
23
Jane Street
New York
$1.97M +$749K +36,720 +64%
Ameriprise
24
Ameriprise
Minnesota
$1.56M +$252K +12,330 +20%
KIA
25
KCM Investment Advisors
California
$1.45M +$25.1K +1,230 +2%