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Invesco S&P 500 Top 50 ETF

117 hedge funds and large institutions have $320M invested in Invesco S&P 500 Top 50 ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
2.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
29
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
76
Cetera Advisors
Colorado
$213K +$4.19K +200 +2%
SWA
77
Sutton Wealth Advisors
Florida
$210K
BPC
78
Banque Pictet & Cie
Switzerland
$210K
KLI
79
Kelman-Lazarov Inc
Tennessee
$210K
CF
80
Centaurus Financial
California
$205K +$205K +9,760 New
LNC
81
Lincoln National Corp
Pennsylvania
$205K +$205K +9,770 New
Baird Financial Group
82
Baird Financial Group
Wisconsin
$203K +$203K +9,670 New
MAFM
83
Mid Atlantic Financial Management
Pennsylvania
$200K +$200K +9,550 New
SQA
84
Simon Quick Advisors
New Jersey
$189K +$84K +4,000 +80%
GFPC
85
Global Financial Private Capital
Florida
$168K +$168K +8,000 New
William Blair & Company
86
William Blair & Company
Illinois
$167K -$21K -1,000 -11%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$159K +$2.52K +120 +2%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$128K -$1.67K -80 -1%
BBHC
89
Brown Brothers Harriman & Co
New York
$126K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$93K +$7.98K +380 +9%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$52K
RFWA
92
RPg Family Wealth Advisory
Massachusetts
$47.2K
TL
93
TrueWealth LLC
Georgia
$47K
CFG
94
Citizens Financial Group
Rhode Island
$46K
GWM
95
Geneos Wealth Management
Colorado
$40K
CFB
96
Cullen/Frost Bankers
Texas
$38K
BFEC
97
Benjamin F. Edwards & Company
Missouri
$33K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$33K
LWA
99
Lowe Wealth Advisors
Maryland
$29K
JCM
100
Jacobi Capital Management
Pennsylvania
$25K +$12.3K +580 +97%