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Invesco S&P 500 Top 50 ETF

115 hedge funds and large institutions have $362M invested in Invesco S&P 500 Top 50 ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-8
Holders Change %
-6.5%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
23
Increased
35
Reduced
27
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$2.6M +$444K +22,700 +21%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.51M +$1.55M +79,130 +161%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.48M +$2.48M +126,620 New
WGCA
29
Wolf Group Capital Advisors
Virginia
$2.44M -$99.9K -5,110 -4%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$2.11M -$2.05M -104,820 -49%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.81M +$692K +35,390 +62%
SHA
32
Seneca House Advisors
Virginia
$1.71M +$303K +15,490 +22%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.51M +$337K +17,200 +29%
GWS
34
Glassman Wealth Services
Virginia
$1.37M +$5.48K +280 +0.4%
IA
35
IFP Advisors
Florida
$1.37M +$1.34M +67,800 +5,650%
KIA
36
KCM Investment Advisors
California
$1.36M +$8.6K +440 +0.6%
AF
37
Advisornet Financial
Minnesota
$1.25M +$1.04M +53,250 +489%
IFWM
38
Institute for Wealth Management
Colorado
$1.16M -$17.8K -910 -2%
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.15M +$20.5K +1,050 +2%
TI
40
Trexquant Investment
Connecticut
$1.15M +$1.15M +58,830 New
WCAMG
41
Woodard & Company Asset Management Group
North Carolina
$1.13M +$207K +10,600 +22%
CWM
42
Cornerstone Wealth Management
Missouri
$1.12M +$1.12M +57,500 New
QI
43
QS Investors
New York
$909K +$909K +46,460 New
BAAM
44
Baker Avenue Asset Management
California
$883K -$854K -43,690 -49%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$862K +$188K +9,610 +28%
SWA
46
Stratos Wealth Advisors
Ohio
$847K +$61.4K +3,140 +8%
Truist Financial
47
Truist Financial
North Carolina
$721K +$19.2K +980 +3%
GT
48
Greenleaf Trust
Michigan
$690K
Citigroup
49
Citigroup
New York
$665K -$98.3K -5,030 -13%
KM
50
Kalos Management
Georgia
$647K -$30.4K -1,350 -4%