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Invesco S&P 500 Top 50 ETF

142 hedge funds and large institutions have $714M invested in Invesco S&P 500 Top 50 ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

97% more capital invested

Capital invested by funds: $362M → $714M (+$351M)

61.17% more ownership

Funds ownership: 455.45%516.61% (+61%)

24% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 33

23% more funds holding

Funds holding: 115142 (+27)

Holders
142
Holders Change
+27
Holders Change %
+23.48%
% of All Funds
2.91%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.16%
New
39
Increased
41
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
26
Financial Services Advisory
Maryland
$5.05M +$4.74M +212,120 New
Osaic Holdings
27
Osaic Holdings
Arizona
$4.51M +$1.41M +63,050 +50%
PAG
28
Private Advisor Group
New Jersey
$4.46M +$3.74M +167,110 +826%
RJA
29
Raymond James & Associates
Florida
$4.41M +$49.6K +2,220 +1%
GDP
30
Great Diamond Partners
Maine
$4.37M -$63K -2,820 -2%
CF
31
Centaurus Financial
California
$3.95M +$175K +7,820 +5%
OIA
32
OneDigital Investment Advisors
Kansas
$3.94M -$461K -20,610 -11%
Truist Financial
33
Truist Financial
North Carolina
$3.38M +$2.36M +105,420 +286%
SAM
34
SignalPoint Asset Management
Missouri
$3.38M -$191K -8,540 -6%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$3.25M +$2.36M +105,400 +340%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$3.13M +$873K +39,040 +42%
RICHC
37
Renaissance Investment Consultants Holding Company
Pennsylvania
$3.09M +$2.8M +125,150 New
FFN
38
Focus Financial Network
Minnesota
$2.9M -$274K -12,270 -9%
KIA
39
KCM Investment Advisors
California
$2.14M +$455K +20,340 +29%
KA
40
Kovack Advisors
Florida
$2.05M +$1.93M +86,260 New
SHA
41
Seneca House Advisors
Virginia
$2M -$75.3K -3,370 -4%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.92M -$1.18M -52,560 -39%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.87M +$31.7K +1,420 +2%
GWS
44
Glassman Wealth Services
Virginia
$1.68M +$7.83K +350 +0.5%
PFA
45
Pinnacle Family Advisors
Missouri
$1.65M +$1.55M +69,480 New
AF
46
Advisornet Financial
Minnesota
$1.64M +$110K +4,930 +8%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.64M +$870K +38,910 +130%
IA
48
IFP Advisors
Florida
$1.62M +$5.59K +250 +0.4%
CS
49
Credit Suisse
Switzerland
$1.5M -$1.85M -82,930 -57%
IFWM
50
Institute for Wealth Management
Colorado
$1.46M +$48.7K +2,180 +4%