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Invesco S&P 500 Top 50 ETF

89 hedge funds and large institutions have $263M invested in Invesco S&P 500 Top 50 ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
18
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
51
Summit Asset Management
Tennessee
$281K
MIA
52
MainStreet Investment Advisors
Illinois
$276K
MPWT
53
MassMutual Private Wealth & Trust
Connecticut
$276K
SPIA
54
Steward Partners Investment Advisory
New York
$271K -$18.5K -960 -6%
KLI
55
Kelman-Lazarov Inc
Tennessee
$270K
LNC
56
Lincoln National Corp
Pennsylvania
$236K +$236K +12,270 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$234K +$234K +12,120 New
US Bancorp
58
US Bancorp
Minnesota
$232K
JIC
59
Joel Isaacson & Co
New York
$230K +$579 +30 +0.3%
HH
60
Hilltop Holdings
Texas
$219K
Creative Planning
61
Creative Planning
Kansas
$213K
Cerity Partners
62
Cerity Partners
New York
$208K +$208K +10,790 New
KM
63
Kalos Management
Georgia
$206K +$206K +10,140 New
SWA
64
Sutton Wealth Advisors
Florida
$193K
OIA
65
OneDigital Investment Advisors
Kansas
$131K +$577 +30 +0.4%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$118K +$192 +10 +0.2%
FGAM
67
Financial Gravity Asset Management
Texas
$90K -$7.69K -380 -8%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$78K
BCA
69
Bay Colony Advisors
Massachusetts
$71K +$71K +3,710 New
SEI Investments
70
SEI Investments
Pennsylvania
$67K -$149K -7,780 -69%
IA
71
IFP Advisors
Florida
$65K
AWA
72
Acorn Wealth Advisors
Michigan
$58K
GT
73
Glenmede Trust
Pennsylvania
$56K
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$48K
TL
75
TrueWealth LLC
Georgia
$43K +$43K +2,250 New