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Invesco S&P 500 Top 50 ETF

168 hedge funds and large institutions have $929M invested in Invesco S&P 500 Top 50 ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

37% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 41

11.25% more ownership

Funds ownership: 520.94%532.2% (+11%)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

11% more capital invested

Capital invested by funds: $840M → $929M (+$89M)

6% more funds holding

Funds holding: 158168 (+10)

Holders
168
Holders Change
+10
Holders Change %
+6.33%
% of All Funds
2.97%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
27
Increased
56
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
51
KCM Investment Advisors
California
$2.14M
HighTower Advisors
52
HighTower Advisors
Illinois
$2.13M -$28.9K -1,060 -1%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$2.05M -$2.52M -92,700 -56%
GWS
54
Glassman Wealth Services
Virginia
$2.02M +$5.99K +220 +0.3%
SHA
55
Seneca House Advisors
Virginia
$1.98M -$183K -6,720 -9%
GDP
56
Great Diamond Partners
Maine
$1.95M -$10.1M -370,160 -84%
JP Morgan Chase
57
JP Morgan Chase
New York
$1.85M -$4.1M -150,430 -70%
CS
58
Credit Suisse
Switzerland
$1.79M
GVAG
59
Great Valley Advisor Group
Delaware
$1.78M +$319K +11,710 +23%
IFWM
60
Institute for Wealth Management
Colorado
$1.78M +$27.2K +1,000 +2%
SWA
61
Stratos Wealth Advisors
Ohio
$1.65M +$125K +4,600 +9%
Citadel Advisors
62
Citadel Advisors
Florida
$1.64M -$2.54M -93,450 -62%
APW
63
Aurora Private Wealth
New Jersey
$1.63M +$36.8K +1,350 +2%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$1.59M
AF
65
Apexium Financial
Texas
$1.58M -$5.02M -184,400 -77%
AF
66
Advisornet Financial
Minnesota
$1.56M -$294K -10,780 -16%
OIA
67
OneDigital Investment Advisors
Kansas
$1.42M -$835K -30,670 -38%
AI
68
Atria Investments
North Carolina
$1.38M +$255K +9,350 +24%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$1.35M +$1.29M +47,500 New
SPC
70
Sigma Planning Corp
Michigan
$1.32M +$50.1K +1,840 +4%
BAAM
71
Baker Avenue Asset Management
California
$1.22M -$105K -3,840 -8%
TFS
72
Thoroughbred Financial Services
Tennessee
$1.15M -$15K -550 -1%
IA
73
IFP Advisors
Florida
$1.08M -$867K -31,850 -46%
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.02M +$61.3K +2,250 +7%
GT
75
Greenleaf Trust
Michigan
$1M