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Invesco S&P 500 Top 50 ETF

123 hedge funds and large institutions have $434M invested in Invesco S&P 500 Top 50 ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+13
Holders Change %
+11.82%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
25
Increased
30
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$275K +$89.4K +3,830 +48%
MAFM
77
Mid Atlantic Financial Management
Pennsylvania
$274K +$12.8K +550 +5%
AF
78
Advisornet Financial
Minnesota
$254K
Cerity Partners
79
Cerity Partners
New York
$252K
CA
80
Cetera Advisors
Colorado
$251K
CIC
81
Carnegie Investment Counsel
Ohio
$235K -$49.4K -2,120 -17%
SWA
82
Sutton Wealth Advisors
Florida
$234K
KLI
83
Kelman-Lazarov Inc
Tennessee
$233K
AAS
84
Avantax Advisory Services
Texas
$216K +$216K +9,220 New
FAIM
85
Financial Advocates Investment Management
Washington
$216K +$216K +9,260 New
SQA
86
Simon Quick Advisors
New Jersey
$211K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$205K +$5.61K +240 +3%
CGA
88
Crescent Grove Advisors
Illinois
$204K +$204K +8,720 New
ACA
89
Ascension Capital Advisors
Texas
$201K +$201K +8,630 New
LC
90
Lindbrook Capital
California
$191K
GFPC
91
Global Financial Private Client
Florida
$187K +$187K +8,000 New
CDIA
92
Capital Directions Investment Advisors
Georgia
$121K
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$108K +$58.6K +2,500 +118%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$104K
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$76K +$76K +3,250 New
GT
96
Glenmede Trust
Pennsylvania
$67K
EP
97
Eudaimonia Partners
Tennessee
$54K +$54K +2,300 New
TL
98
TrueWealth LLC
Georgia
$53K
AF
99
Affiance Financial
Minnesota
$53K +$53K +2,250 New
RFWA
100
RPg Family Wealth Advisory
Massachusetts
$52.5K