XLG icon

Invesco S&P 500 Top 50 ETF

87 hedge funds and large institutions have $287M invested in Invesco S&P 500 Top 50 ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
22
Reduced
27
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
76
Lowe Wealth Advisors
Maryland
$32K
APP
77
Avantax Planning Partners
Iowa
$31K +$31K +1,670 New
SWM
78
SeaCrest Wealth Management
New York
$26K
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$19K
UBS AM
80
UBS AM
Illinois
$17.2K
GI
81
Gradient Investments
Minnesota
$14K +$14K +730 New
BlackRock
82
BlackRock
New York
$12K -$14.6K -790 -55%
JCM
83
Jacobi Capital Management
Pennsylvania
$11K
SIS
84
Sound Income Strategies
Florida
$4K +$4K +210 New
APA
85
American Portfolios Advisors
New York
$3.36K
CFA
86
Carroll Financial Associates
North Carolina
$2K
JIC
87
Johnson Investment Counsel
Ohio
-$5.83M -306,670 Closed
WGCA
88
Wolf Group Capital Advisors
Virginia
-$2.85M -149,870 Closed
HighTower Advisors
89
HighTower Advisors
Illinois
-$1.46M -76,860 Closed
BCI
90
Brinker Capital Investments
Pennsylvania
-$945K -49,750 Closed
NL
91
NVWM LLC
Pennsylvania
-$819K -43,110 Closed
AIP
92
Almanack Investment Partners
Pennsylvania
-$623K -32,810 Closed
LNC
93
Lincoln National Corp
Pennsylvania
-$466K -24,540 Closed
KM
94
Kalos Management
Georgia
-$329K -17,380 Closed
PAG
95
Private Advisory Group
Washington
-$296K -15,600 Closed
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
-$282K -14,790 Closed
PC
97
Port Capital
Illinois
-$256K -13,450 Closed
Cerity Partners
98
Cerity Partners
New York
-$205K -10,790 Closed
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
-$115K -6,070 Closed
TL
100
TrueWealth LLC
Georgia
-$43K -2,250 Closed