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Invesco S&P 500 Top 50 ETF

91 hedge funds and large institutions have $301M invested in Invesco S&P 500 Top 50 ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
23
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIA
51
MainStreet Investment Advisors
Illinois
$299K
MML Investors Services
52
MML Investors Services
Massachusetts
$295K +$295K +14,080 New
SPIA
53
Steward Partners Investment Advisory
New York
$294K
KBFS
54
Kohmann Bosshard Financial Services
Ohio
$293K -$25.1K -1,200 -8%
KLI
55
Kelman-Lazarov Inc
Tennessee
$293K
LNC
56
Lincoln National Corp
Pennsylvania
$257K
JIC
57
Joel Isaacson & Co
New York
$250K +$419 +20 +0.2%
US Bancorp
58
US Bancorp
Minnesota
$243K -$8.78K -420 -3%
FAIM
59
Financial Advocates Investment Management
Washington
$242K +$242K +11,560 New
TRCT
60
Tower Research Capital (TRC)
New York
$234K -$435K -20,760 -65%
Creative Planning
61
Creative Planning
Kansas
$231K
Cerity Partners
62
Cerity Partners
New York
$226K
BTS
63
BB&T Securities
Virginia
$223K +$223K +10,670 New
SWA
64
Sutton Wealth Advisors
Florida
$210K
OIA
65
OneDigital Investment Advisors
Kansas
$143K +$419 +20 +0.3%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$129K +$420 +20 +0.3%
CDIA
67
Capital Directions Investment Advisors
Georgia
$108K +$108K +5,170 New
SG Americas Securities
68
SG Americas Securities
New York
$105K +$105K +5,000 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$85K
FGAM
70
Financial Gravity Asset Management
Texas
$82K -$2.66K -140 -3%
IA
71
IFP Advisors
Florida
$71K +$209 +10 +0.3%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$61K +$61K +2,940 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$52K
TL
74
TrueWealth LLC
Georgia
$47K
PRS
75
Pinkerton Retirement Specialists
Idaho
$40K -$2.91M -138,320 -99%