XLG icon

Invesco S&P 500 Top 50 ETF

172 hedge funds and large institutions have $901M invested in Invesco S&P 500 Top 50 ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 65 reducing their positions, and 18 closing their positions.

Holders
172
Holders Change
+5
Holders Change %
+2.99%
% of All Funds
3.03%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
23
Increased
45
Reduced
65
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
76
AE Wealth Management
Kansas
$661K +$22.5K +760 +4%
NFP
77
Novak Financial Planning
Maryland
$648K +$36.5K +1,230 +6%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$606K -$64.9K -2,190 -10%
GSIS
79
Global Strategic Investment Solutions
Arizona
$602K
WIA
80
World Investment Advisors
California
$572K -$31.6K -1,030 -5%
IWM
81
IHT Wealth Management
Illinois
$565K +$27.3K +920 +5%
NSIM
82
North Star Investment Management
Illinois
$548K +$20.5K +690 +4%
SPIA
83
Steward Partners Investment Advisory
New York
$523K
GDP
84
Great Diamond Partners
Maine
$513K -$1.51M -50,970 -75%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$504K +$7.12K +240 +1%
EH
86
Equitable Holdings
New York
$491K
SC
87
Savant Capital
Illinois
$445K
LNC
88
Lincoln National Corp
Pennsylvania
$442K -$43.6K -1,470 -9%
BOPW
89
Brandywine Oak Private Wealth
Pennsylvania
$428K -$135K -4,560 -24%
GWSG
90
GPS Wealth Strategies Group
Colorado
$421K +$421K +14,200 New
FIM
91
Freedom Investment Management
Connecticut
$408K +$408K +13,770 New
SAM
92
Summit Asset Management
Tennessee
$401K
OC
93
Oppenheimer & Co
New York
$396K -$44.5K -1,500 -10%
BAS
94
Brown Advisory Securities
Maryland
$395K
SWM
95
Spire Wealth Management
Virginia
$388K +$388K +13,080 New
MAFM
96
Mid Atlantic Financial Management
Pennsylvania
$383K +$29.7K +1,000 +8%
Creative Planning
97
Creative Planning
Kansas
$345K -$5.64K -190 -2%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$338K -$144K -4,870 -30%
KBFS
99
Kohmann Bosshard Financial Services
Ohio
$329K
MFP
100
Meridian Financial Partners
Virginia
$328K -$19.3K -620 -6%