XLG icon

Invesco S&P 500 Top 50 ETF

110 hedge funds and large institutions have $325M invested in Invesco S&P 500 Top 50 ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-7
Holders Change %
-5.98%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
36
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$404K +$107K +5,060 +36%
BOPW
52
Brandywine Oak Private Wealth
Pennsylvania
$403K
SB
53
Suntrust Banks
Georgia
$376K +$212 +10 +0.1%
LNC
54
Lincoln National Corp
Pennsylvania
$362K +$154K +7,270 +74%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$343K +$213K +10,040 +164%
NFG
56
Next Financial Group
Texas
$334K
SC
57
Savant Capital
Illinois
$319K
RWA
58
Ropes Wealth Advisors
Massachusetts
$318K
SAM
59
Summit Asset Management
Tennessee
$300K
KBFS
60
Kohmann Bosshard Financial Services
Ohio
$297K
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$293K
MIA
62
MainStreet Investment Advisors
Illinois
$293K
PA
63
PFG Advisors
Arizona
$293K +$24.9K +1,190 +9%
CFG
64
Cooper Financial Group
California
$288K +$2.55K +120 +0.9%
Creative Planning
65
Creative Planning
Kansas
$260K +$38.9K +1,830 +18%
CIC
66
Carnegie Investment Counsel
Ohio
$259K +$259K +12,210 New
JIC
67
Joel Isaacson & Co
New York
$257K +$848 +40 +0.3%
US Bancorp
68
US Bancorp
Minnesota
$252K -$4.46K -210 -2%
NL
69
NVWM LLC
Pennsylvania
$251K -$22.7K -1,070 -8%
OIA
70
OneDigital Investment Advisors
Kansas
$243K -$129K -6,070 -35%
MAFM
71
Mid Atlantic Financial Management
Pennsylvania
$238K +$35.1K +1,650 +17%
AF
72
Advisornet Financial
Minnesota
$231K -$31.2K -1,470 -12%
Cerity Partners
73
Cerity Partners
New York
$229K
CA
74
Cetera Advisors
Colorado
$226K +$11.4K +540 +5%
CF
75
Centaurus Financial
California
$224K +$16.8K +790 +8%