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Invesco S&P 500 Top 50 ETF

142 hedge funds and large institutions have $714M invested in Invesco S&P 500 Top 50 ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

97% more capital invested

Capital invested by funds: $362M → $714M (+$351M)

61.17% more ownership

Funds ownership: 455.45%516.61% (+61%)

24% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 33

23% more funds holding

Funds holding: 115142 (+27)

Holders
142
Holders Change
+27
Holders Change %
+23.48%
% of All Funds
2.91%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.16%
New
39
Increased
41
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Apexium Financial
Texas
$1.45M +$1.36M +61,030 New
TRCT
52
Tower Research Capital (TRC)
New York
$1.31M +$1.23M +55,220 New
WCAMG
53
Woodard & Company Asset Management Group
North Carolina
$1.16M -$203K -9,090 -16%
SWA
54
Stratos Wealth Advisors
Ohio
$1.13M +$89.6K +4,010 +9%
BAAM
55
Baker Avenue Asset Management
California
$1.11M +$38K +1,700 +4%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.08M -$306K -13,680 -23%
CWM
57
Cedar Wealth Management
California
$995K +$935K +41,810 New
GVAG
58
Great Valley Advisor Group
Delaware
$872K +$218K +9,740 +36%
GT
59
Greenleaf Trust
Michigan
$838K -$1.12K -50 -0.1%
SPC
60
Sigma Planning Corp
Michigan
$815K +$766K +34,260 New
CGA
61
Crescent Grove Advisors
Illinois
$814K +$765K +34,220 New
TFS
62
Thoroughbred Financial Services
Tennessee
$792K +$744K +33,280 New
APW
63
Aurora Private Wealth
New Jersey
$765K +$719K +32,160 New
MA
64
Mutual Advisors
Nebraska
$743K +$126K +5,620 +22%
MML Investors Services
65
MML Investors Services
Massachusetts
$693K +$294K +13,140 +82%
KM
66
Kalos Management
Georgia
$658K -$77.8K -3,480 -12%
BAS
67
Brown Advisory Securities
Maryland
$652K +$586K +26,190 New
HCP
68
Holt Capital Partners
Texas
$647K
IFG
69
Independent Financial Group
California
$596K +$560K +25,050 New
WIA
70
World Investment Advisors
California
$514K -$4.25K -190 -1%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$490K
GSIS
72
Global Strategic Investment Solutions
Arizona
$483K +$454K +20,290 New
SPIA
73
Steward Partners Investment Advisory
New York
$453K
BOPW
74
Brandywine Oak Private Wealth
Pennsylvania
$452K
CA
75
Cetera Advisors
Colorado
$448K +$20.8K +930 +5%