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Invesco S&P 500 Top 50 ETF

109 hedge funds and large institutions have $310M invested in Invesco S&P 500 Top 50 ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+16
Holders Change %
+17.2%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
26
Increased
19
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$150K -$202 -10 -0.1%
OIA
77
OneDigital Investment Advisors
Kansas
$140K +$810 +40 +0.6%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$126K +$406 +20 +0.3%
BBHC
79
Brown Brothers Harriman & Co
New York
$122K +$122K +6,000 New
CDIA
80
Capital Directions Investment Advisors
Georgia
$105K +$105K +5,170 New
SQA
81
Simon Quick Advisors
New Jersey
$102K +$102K +5,020 New
VC
82
Vestor Capital
Illinois
$91K +$91K +4,500 New
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$82K
IA
84
IFP Advisors
Florida
$59K -$34.7K -1,700 -37%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$51K
TL
86
TrueWealth LLC
Georgia
$46K
RFWA
87
RPg Family Wealth Advisory
Massachusetts
$45.7K +$45.7K +2,250 New
CFG
88
Citizens Financial Group
Rhode Island
$45K +$45K +2,200 New
GWM
89
Geneos Wealth Management
Colorado
$38K -$19.9K -1,000 -34%
CFB
90
Cullen/Frost Bankers
Texas
$37K +$37K +1,800 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$33K
BFEC
92
Benjamin F. Edwards & Company
Missouri
$32K -$91.7K -4,470 -74%
SWM
93
SeaCrest Wealth Management
New York
$29K
LWA
94
Lowe Wealth Advisors
Maryland
$28K -$6.29K -310 -18%
IF
95
Ironwood Financial
Arizona
$22K
AA
96
Advisory Alpha
Michigan
$19.4K +$19.4K +940 New
UBS AM
97
UBS AM
Illinois
$18.7K
GI
98
Gradient Investments
Minnesota
$15K
JCM
99
Jacobi Capital Management
Pennsylvania
$12K
BlackRock
100
BlackRock
New York
$10K