XLG icon

Invesco S&P 500 Top 50 ETF

91 hedge funds and large institutions have $292M invested in Invesco S&P 500 Top 50 ETF in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+14
Holders Change %
+18.18%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
24
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
Cumberland Advisors
Florida
$1.22M +$57K +3,000 +5%
FIM
27
Freedom Investment Management
Connecticut
$1.11M +$16.7K +880 +2%
PFA
28
Pinnacle Family Advisors
Missouri
$1.11M -$871K -45,810 -44%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.06M -$285K -14,970 -21%
BAAM
30
Baker Avenue Asset Management
California
$1.02M -$14.3K -750 -1%
BCI
31
Brinker Capital Investments
Pennsylvania
$945K +$27.7K +1,460 +3%
KIA
32
KCM Investment Advisors
California
$918K +$190 +10 +0%
Citigroup
33
Citigroup
New York
$851K +$12.4K +650 +1%
NL
34
NVWM LLC
Pennsylvania
$819K +$819K +43,110 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$811K +$15.4K +810 +2%
HH
36
Hilltop Holdings
Texas
$775K +$775K +40,780 New
AG
37
Advisor Group
Arizona
$714K -$145K -7,620 -17%
RWP
38
RWA Wealth Partners
Massachusetts
$700K -$11.2K -590 -2%
OC
39
Oppenheimer & Co
New York
$687K +$687K +36,160 New
GT
40
Greenleaf Trust
Michigan
$670K
HCP
41
Holt Capital Partners
Texas
$632K -$224K -11,800 -26%
AIP
42
Almanack Investment Partners
Pennsylvania
$623K -$33.6K -1,770 -5%
MA
43
Mutual Advisors
Nebraska
$621K +$621K +32,660 New
IWM
44
IHT Wealth Management
Illinois
$610K +$575K +29,510 +1,658%
CCM
45
Catawba Capital Management
Virginia
$482K
LNC
46
Lincoln National Corp
Pennsylvania
$466K +$233K +12,270 +100%
AF
47
Advisornet Financial
Minnesota
$411K +$411K +21,610 New
KM
48
Kalos Management
Georgia
$329K +$329K +17,380 New
NFG
49
Next Financial Group
Texas
$302K +$300K +15,780 +12,138%
PAG
50
Private Advisory Group
Washington
$296K -$55.6K -2,930 -16%