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Invesco S&P 500 Top 50 ETF

115 hedge funds and large institutions have $362M invested in Invesco S&P 500 Top 50 ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-8
Holders Change %
-6.5%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
23
Increased
35
Reduced
27
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$230K -$195 -10 -0.1%
NL
77
NVWM LLC
Pennsylvania
$218K -$415K -21,250 -66%
Cerity Partners
78
Cerity Partners
New York
$211K
VWA
79
V Wealth Advisors
Kansas
$204K +$204K +10,430 New
Fidelity Investments
80
Fidelity Investments
Massachusetts
$172K +$975 +50 +0.6%
SWA
81
Sutton Wealth Advisors
Florida
$169K -$26.8K -1,370 -14%
LC
82
Lindbrook Capital
California
$160K
GFPC
83
Global Financial Private Client
Florida
$150K
CDIA
84
Capital Directions Investment Advisors
Georgia
$101K
Marshall Wace
85
Marshall Wace
United Kingdom
$98K +$98K +5,020 New
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$90K
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$86K
MF
88
Manchester Financial
California
$85K -$19.9M -1,020,330 -100%
GT
89
Glenmede Trust
Pennsylvania
$67K
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$64K
EP
91
Eudaimonia Partners
Tennessee
$45K +$388 +20 +0.9%
TL
92
TrueWealth LLC
Georgia
$44K
AF
93
Affiance Financial
Minnesota
$44K
BFEC
94
Benjamin F. Edwards & Company
Missouri
$43K +$195 +10 +0.5%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$33K
GWM
96
Geneos Wealth Management
Colorado
$31K
APA
97
American Portfolios Advisors
New York
$29.3K
PCIA
98
Prime Capital Investment Advisors
Kansas
$27K +$27K +1,370 New
CIAS
99
Capital Investment Advisory Services
North Carolina
$25K +$24K +1,250 +2,500%
KFS
100
Kelly Financial Services
Massachusetts
$22.9K +$22.9K +1,170 New