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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
SMC
101
Smith, Moore & Co
Missouri
$213K +$200K +8,950 New
FAIM
102
Financial Advocates Investment Management
Washington
$208K +$196K +8,760 New
SWA
103
Sutton Wealth Advisors
Florida
$206K
PFPT
104
Pinnacle Financial Partners (Tennessee)
Tennessee
$202K +$190K +8,500 New
GFPC
105
Global Financial Private Client
Florida
$192K
William Blair & Company
106
William Blair & Company
Illinois
$189K -$85.4K -3,820 -32%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$181K -$27.3K -1,220 -14%
CDIA
108
Capital Directions Investment Advisors
Georgia
$123K
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$110K
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$105K
MF
111
Manchester Financial
California
$86K -$16.1K -720 -17%
CAN
112
Cetera Advisor Networks
California
$73K +$68.2K +3,050 New
GT
113
Glenmede Trust
Pennsylvania
$68K
GWM
114
Geneos Wealth Management
Colorado
$61K +$22.4K +1,000 +61%
RCA
115
Reitz Capital Advisors
Michigan
$59K +$55.9K +2,500 New
AF
116
Affiance Financial
Minnesota
$54K
TL
117
TrueWealth LLC
Georgia
$54K
BFEC
118
Benjamin F. Edwards & Company
Missouri
$53K +$224 +10 +0.5%
EP
119
Eudaimonia Partners
Tennessee
$43K -$11.2K -500 -22%
CIAS
120
Capital Investment Advisory Services
North Carolina
$43K +$11.2K +500 +38%
TFS
121
TrustCore Financial Services
Tennessee
$37K +$35.1K +1,570 New
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$36K -$39.1K -1,750 -54%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$33K
PCIA
124
Prime Capital Investment Advisors
Kansas
$33K
PWM
125
Provident Wealth Management
Tennessee
$25K +$23.3K +1,040 New