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Invesco S&P 500 Top 50 ETF

117 hedge funds and large institutions have $320M invested in Invesco S&P 500 Top 50 ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

7% more funds holding

Funds holding: 109117 (+8)

3% more capital invested

Capital invested by funds: $310M → $320M (+$9.8M)

0.59% less ownership

Funds ownership: 391.43%390.85% (-0.59%)

22% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 37

Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
29
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
26
Baker Avenue Asset Management
California
$1.56M -$122K -5,880 -7%
GWS
27
Glassman Wealth Services
Virginia
$1.45M +$6.63K +320 +0.5%
KIA
28
KCM Investment Advisors
California
$1.42M -$91K -4,390 -6%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.32M -$15.3K -740 -1%
IFWM
30
Institute for Wealth Management
Colorado
$1.3M -$13.5K -650 -1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.21M -$68.6K -3,310 -5%
FGAM
32
Financial Gravity Asset Management
Texas
$1.07M -$301K -14,510 -22%
KM
33
Kalos Management
Georgia
$1.04M +$1.01M +48,900 New
RCA
34
Reitz Capital Advisors
Michigan
$980K -$70.5K -3,400 -7%
AIP
35
Almanack Investment Partners
Pennsylvania
$974K -$5.93M -286,420 -86%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$889K -$46K -2,220 -5%
Citigroup
37
Citigroup
New York
$858K -$81K -3,910 -9%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$851K +$193K +9,310 +30%
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$822K -$101K -4,880 -11%
Mariner
40
Mariner
Kansas
$801K +$791K +38,160 New
GT
41
Greenleaf Trust
Michigan
$740K
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$644K +$71.7K +3,460 +13%
HCP
43
Holt Capital Partners
Texas
$620K
PAG
44
Private Advisory Group
Washington
$590K +$583K +28,120 New
AG
45
Advisor Group
Arizona
$589K +$8.7K +420 +2%
RWP
46
RWA Wealth Partners
Massachusetts
$507K -$43.1K -2,080 -8%
TRCT
47
Tower Research Capital (TRC)
New York
$447K -$383K -18,460 -46%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$428K -$41.4K -2,000 -9%
WIA
49
World Investment Advisors
California
$426K -$62.2K -3,000 -13%
PFA
50
Pinnacle Family Advisors
Missouri
$419K +$118K +5,700 +40%