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Invesco S&P 500 Top 50 ETF

93 hedge funds and large institutions have $261M invested in Invesco S&P 500 Top 50 ETF in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
25
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
51
MassMutual Private Wealth & Trust
Connecticut
$257K
MIA
52
MainStreet Investment Advisors
Illinois
$257K
KBFS
53
Kohmann Bosshard Financial Services
Ohio
$252K
SPIA
54
Steward Partners Investment Advisory
New York
$251K -$1.62K -90 -0.6%
NL
55
NVWM LLC
Pennsylvania
$247K -$768K -42,720 -76%
PA
56
PFG Advisors
Arizona
$232K +$232K +11,890 New
AF
57
Advisornet Financial
Minnesota
$226K -$223K -12,390 -50%
JIC
58
Joel Isaacson & Co
New York
$223K +$1.67K +90 +0.8%
KM
59
Kalos Management
Georgia
$221K +$221K +10,140 New
KLI
60
Kelman-Lazarov Inc
Tennessee
$216K -$36K -2,000 -14%
US Bancorp
61
US Bancorp
Minnesota
$209K
FAIM
62
Financial Advocates Investment Management
Washington
$208K
SWA
63
Sutton Wealth Advisors
Florida
$180K
William Blair & Company
64
William Blair & Company
Illinois
$161K +$161K +8,950 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$134K +$81.1K +4,510 +153%
OIA
66
OneDigital Investment Advisors
Kansas
$123K +$716 +40 +0.6%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$111K +$539 +30 +0.5%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$108K +$108K +6,030 New
IA
69
IFP Advisors
Florida
$82K +$21.4K +1,200 +35%
FGC
70
Financial Gravity Companies
Texas
$82K +$82K +4,280 New
WDL
71
Well Done LLC
Michigan
$75K +$75K +4,170 New
CC
72
Claybrook Capital
Massachusetts
$75K +$75K +4,170 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$73K
GWM
74
Geneos Wealth Management
Colorado
$51K +$22.1K +1,260 +76%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$45K