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Invesco S&P 500 Top 50 ETF

142 hedge funds and large institutions have $714M invested in Invesco S&P 500 Top 50 ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

97% more capital invested

Capital invested by funds: $362M → $714M (+$351M)

61.17% more ownership

Funds ownership: 455.45%516.61% (+61%)

24% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 33

23% more funds holding

Funds holding: 115142 (+27)

Holders
142
Holders Change
+27
Holders Change %
+23.48%
% of All Funds
2.91%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.16%
New
39
Increased
41
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$433K +$141K +6,320 +53%
CAN
77
Claraphi Advisory Network
United States
$409K +$385K +17,200 New
Citigroup
78
Citigroup
New York
$399K -$386K -17,250 -51%
EH
79
Equitable Holdings
New York
$394K -$45.2K -2,020 -11%
LNC
80
Lincoln National Corp
Pennsylvania
$393K -$28.4K -1,270 -7%
SC
81
Savant Capital
Illinois
$357K
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$347K -$30.6K -1,370 -9%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$344K -$10.1K -450 -3%
NSIM
84
North Star Investment Management
Illinois
$339K +$319K +14,270 New
SAM
85
Summit Asset Management
Tennessee
$336K
KBFS
86
Kohmann Bosshard Financial Services
Ohio
$333K
MAFM
87
Mid Atlantic Financial Management
Pennsylvania
$332K +$8.94K +400 +3%
SC
88
Soundwatch Capital
Connecticut
$329K +$309K +13,840 New
OC
89
Oppenheimer & Co
New York
$323K +$303K +13,560 New
MIA
90
MainStreet Investment Advisors
Illinois
$316K -$11.2K -500 -4%
MPWT
91
MassMutual Private Wealth & Trust
Connecticut
$316K -$11.2K -500 -4%
NRI
92
NFP Retirement Inc
California
$298K +$280K +12,520 New
CWA
93
Capital Wealth Alliance
Arizona
$295K -$90.8K -4,060 -25%
MFP
94
Meridian Financial Partners
Virginia
$285K +$255K +11,420 New
NL
95
NVWM LLC
Pennsylvania
$282K +$15.9K +710 +6%
Cerity Partners
96
Cerity Partners
New York
$257K
AWM
97
AE Wealth Management
Kansas
$251K +$236K +10,550 New
BAM
98
Belpointe Asset Management
Nevada
$243K -$85K -3,800 -27%
KLI
99
Kelman-Lazarov Inc
Tennessee
$238K +$224K +10,000 New
DAS
100
Dynamic Advisor Solutions
Arizona
$226K +$213K +9,510 New