XLG icon

Invesco S&P 500 Top 50 ETF

72 hedge funds and large institutions have $234M invested in Invesco S&P 500 Top 50 ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-8
Holders Change %
-10%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OFW
51
Omnia Family Wealth
Florida
$141K +$667 +40 +0.5%
IWM
52
IHT Wealth Management
Illinois
$117K +$104K +11,610 +823%
PWM
53
Perigon Wealth Management
California
$102K
CDIA
54
Capital Directions Investment Advisors
Georgia
$74K +$334 +20 +0.5%
IA
55
IFP Advisors
Florida
$57K
GT
56
Glenmede Trust
Pennsylvania
$48K
SEI Investments
57
SEI Investments
Pennsylvania
$45K
DADC
58
D.A. Davidson & Co
Montana
$42K
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$41.8K
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$36K
IF
61
Ironwood Financial
Arizona
$23K
BlackRock
62
BlackRock
New York
$20K +$20K +1,190 New
AIM
63
Advantage Investment Management
Iowa
$17K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$17K
JCM
65
Jacobi Capital Management
Pennsylvania
$10K +$10K +600 New
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.35K +$8.35K +500 New
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$6K
WA
68
WFG Advisors
Texas
$5K
NFG
69
Next Financial Group
Texas
$3K -$237K -15,820 -99%
LWM
70
Lenox Wealth Management
Ohio
$3K
CFA
71
Carroll Financial Associates
North Carolina
$1K
Citadel Advisors
72
Citadel Advisors
Florida
-$5.67M -359,880 Closed
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
-$4.34M -275,730 Closed
Jane Street
74
Jane Street
New York
-$1.53M -96,780 Closed
QI
75
QS Investors
New York
-$1.27M -80,300 Closed