XLG icon

Invesco S&P 500 Top 50 ETF

110 hedge funds and large institutions have $325M invested in Invesco S&P 500 Top 50 ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 13 closing their positions.

Holders
110
Holders Change
-7
Holders Change %
-5.98%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
36
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BTS
76
BB&T Securities
Virginia
$217K 1,017 -25 -2%
SWA
77
Sutton Wealth Advisors
Florida
$213K 1,003
KLI
78
Kelman-Lazarov Inc
Tennessee
$212K 1,000
BPC
79
Banque Pictet & Cie
Switzerland
$212K 1,000
SQA
80
Simon Quick Advisors
New Jersey
$192K 902
Fidelity Investments
81
Fidelity Investments
Massachusetts
$181K 853 +97 +13%
LC
82
Lindbrook Capital
California
$174K 819 +819 New
William Blair & Company
83
William Blair & Company
Illinois
$169K 795
BBHC
84
Brown Brothers Harriman & Co
New York
$127K 600
CDIA
85
Capital Directions Investment Advisors
Georgia
$110K 517 +517 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$94K 443
IA
87
IFP Advisors
Florida
$86K 409 +409 New
TL
88
TrueWealth LLC
Georgia
$48K 225
RFWA
89
RPg Family Wealth Advisory
Massachusetts
$47.8K 225
CFG
90
Citizens Financial Group
Rhode Island
$47K 220
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$45K 211 -38 -15%
CFB
92
Cullen/Frost Bankers
Texas
$38K 180
GWM
93
Geneos Wealth Management
Colorado
$34K 165 -26 -14%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$33K 100
LWA
95
Lowe Wealth Advisors
Maryland
$29K 138
JCM
96
Jacobi Capital Management
Pennsylvania
$25K 118
IF
97
Ironwood Financial
Arizona
$23K 110
AA
98
Advisory Alpha
Michigan
$20.6K 98 +98 New
UBS AM
99
UBS AM
Illinois
$19.5K 92
GI
100
Gradient Investments
Minnesota
$16K 75