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Invesco S&P 500 Top 50 ETF

87 hedge funds and large institutions have $287M invested in Invesco S&P 500 Top 50 ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
22
Reduced
27
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
51
Summit Asset Management
Tennessee
$272K
MPWT
52
MassMutual Private Wealth & Trust
Connecticut
$267K -$18.7K -1,000 -7%
MIA
53
MainStreet Investment Advisors
Illinois
$267K -$18.7K -1,000 -7%
KLI
54
Kelman-Lazarov Inc
Tennessee
$261K
US Bancorp
55
US Bancorp
Minnesota
$225K
JIC
56
Joel Isaacson & Co
New York
$222K +$13.1K +700 +6%
PAG
57
Private Advisor Group
New Jersey
$220K +$220K +11,800 New
HH
58
Hilltop Holdings
Texas
$213K -$550K -29,400 -72%
SEI Investments
59
SEI Investments
Pennsylvania
$210K +$144K +7,750 +220%
Creative Planning
60
Creative Planning
Kansas
$207K -$37.1K -1,980 -15%
SWA
61
Sutton Wealth Advisors
Florida
$187K
OIA
62
OneDigital Investment Advisors
Kansas
$127K +$127K +6,780 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$114K -$104K -5,590 -48%
PWM
64
Perigon Wealth Management
California
$114K -$2.63K -140 -2%
IWM
65
IHT Wealth Management
Illinois
$102K -$469K -25,700 -82%
VC
66
Vestor Capital
Illinois
$93K
FGC
67
Financial Gravity Companies
Texas
$91K +$1.51K +80 +2%
FGAM
68
Financial Gravity Asset Management
Texas
$91K +$91K +4,830 New
CDIA
69
Capital Directions Investment Advisors
Georgia
$84K +$372 +20 +0.4%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$76K
IA
71
IFP Advisors
Florida
$64K
PCG
72
Private Capital Group
Connecticut
$59K +$59K +3,140 New
AWA
73
Acorn Wealth Advisors
Michigan
$56K +$1.69K +90 +3%
GT
74
Glenmede Trust
Pennsylvania
$55K
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$47K