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Invesco S&P 500 Top 50 ETF

168 hedge funds and large institutions have $929M invested in Invesco S&P 500 Top 50 ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

37% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 41

11.25% more ownership

Funds ownership: 520.94%532.2% (+11%)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

11% more capital invested

Capital invested by funds: $840M → $929M (+$89M)

6% more funds holding

Funds holding: 158168 (+10)

Holders
168
Holders Change
+10
Holders Change %
+6.33%
% of All Funds
2.97%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
27
Increased
56
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
76
Nations Financial Group
Iowa
$1M -$82.2K -3,020 -8%
MA
77
Mutual Advisors
Nebraska
$777K -$58.5K -2,150 -7%
HCP
78
Holt Capital Partners
Texas
$776K
KM
79
Kalos Management
Georgia
$676K -$24.5K -900 -4%
NRI
80
NFP Retirement Inc
California
$648K +$119K +4,360 +24%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$646K -$31.9K -1,170 -5%
Citigroup
82
Citigroup
New York
$631K +$25.6K +940 +4%
AWM
83
AE Wealth Management
Kansas
$614K -$698K -25,620 -54%
WIA
84
World Investment Advisors
California
$589K +$272 +10 +0.1%
NFP
85
Novak Financial Planning
Maryland
$588K +$561K +20,610 New
GSIS
86
Global Strategic Investment Solutions
Arizona
$579K
BOPW
87
Brandywine Oak Private Wealth
Pennsylvania
$542K
IWM
88
IHT Wealth Management
Illinois
$518K -$163K -5,990 -25%
NSIM
89
North Star Investment Management
Illinois
$508K +$95K +3,490 +24%
SPIA
90
Steward Partners Investment Advisory
New York
$504K +$1.36K +50 +0.3%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$478K +$23.1K +850 +5%
EH
92
Equitable Holdings
New York
$472K
LNC
93
Lincoln National Corp
Pennsylvania
$467K +$545 +20 +0.1%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$464K +$78.1K +2,870 +21%
SC
95
Savant Capital
Illinois
$428K
OC
96
Oppenheimer & Co
New York
$423K +$14.2K +520 +4%
SAM
97
Summit Asset Management
Tennessee
$385K
BAS
98
Brown Advisory Securities
Maryland
$380K -$75.7K -2,780 -17%
CWA
99
Capital Wealth Alliance
Arizona
$359K -$2.18K -80 -0.6%
MAFM
100
Mid Atlantic Financial Management
Pennsylvania
$340K +$27.2K +1,000 +9%