XLG icon

Invesco S&P 500 Top 50 ETF

158 hedge funds and large institutions have $840M invested in Invesco S&P 500 Top 50 ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+17
Holders Change %
+12.06%
% of All Funds
3.2%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
25
Increased
55
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KBFS
101
Kohmann Bosshard Financial Services
Ohio
$290K -$75.8K -2,900 -21%
Creative Planning
102
Creative Planning
Kansas
$284K +$284K +10,850 New
Cerity Partners
103
Cerity Partners
New York
$283K
ML
104
McAdam LLC
Pennsylvania
$275K +$275K +10,510 New
SMC
105
Smith, Moore & Co
Missouri
$271K +$36.7K +1,400 +16%
TI
106
Trexquant Investment
Connecticut
$270K +$270K +10,310 New
KLI
107
Kelman-Lazarov Inc
Tennessee
$262K
RCA
108
Reitz Capital Advisors
Michigan
$259K +$194K +7,400 +296%
NL
109
NVWM LLC
Pennsylvania
$258K -$52.6K -2,010 -17%
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$238K -$110K -4,200 -32%
MIA
111
MainStreet Investment Advisors
Illinois
$238K -$110K -4,200 -32%
FAIM
112
Financial Advocates Investment Management
Washington
$229K
PFP
113
Pinnacle Financial Partners
Tennessee
$223K
SWA
114
Sutton Wealth Advisors
Florida
$222K -$4.72K -180 -2%
AAS
115
Avantax Advisory Services
Texas
$222K +$222K +8,520 New
GFPC
116
Global Financial Private Client
Florida
$211K
ECM
117
Evergreen Capital Management
Washington
$210K +$210K +8,020 New
William Blair & Company
118
William Blair & Company
Illinois
$208K
DC
119
Davenport & Co
Virginia
$206K +$206K +7,860 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$202K +$3.4K +130 +2%
ABC
121
Associated Banc-Corp
Wisconsin
$202K +$202K +7,700 New
APA
122
American Portfolios Advisors
New York
$167K +$140K +5,360 +536%
CDIA
123
Capital Directions Investment Advisors
Georgia
$135K
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$116K
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$111K +$71.7K +2,740 +183%