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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
IFG
101
Independent Financial Group
California
$337K +$322K +11,820 New
Creative Planning
102
Creative Planning
Kansas
$337K +$26.1K +960 +9%
SC
103
Soundwatch Capital
Connecticut
$326K -$73.2K -2,690 -19%
MFP
104
Meridian Financial Partners
Virginia
$323K -$43K -1,580 -12%
KBFS
105
Kohmann Bosshard Financial Services
Ohio
$316K
Cerity Partners
106
Cerity Partners
New York
$308K
SMC
107
Smith, Moore & Co
Missouri
$292K -$2.72K -100 -1%
MSFS
108
Main Street Financial Solutions
Pennsylvania
$292K +$279K +10,230 New
KLI
109
Kelman-Lazarov Inc
Tennessee
$285K
RCA
110
Reitz Capital Advisors
Michigan
$282K
GWM
111
Geneos Wealth Management
Colorado
$282K +$291K +10,700 +510%
EFS
112
Essex Financial Services
Connecticut
$275K +$263K +9,650 New
NL
113
NVWM LLC
Pennsylvania
$274K -$7.08K -260 -3%
MIA
114
MainStreet Investment Advisors
Illinois
$260K
MPWT
115
MassMutual Private Wealth & Trust
Connecticut
$260K
HAS
116
HBW Advisory Services
California
$258K +$247K +9,060 New
JMPWA
117
JP Morgan Private Wealth Advisors
California
$255K +$243K +8,940 New
FAIM
118
Financial Advocates Investment Management
Washington
$250K
PFPT
119
Pinnacle Financial Partners (Tennessee)
Tennessee
$242K
SWA
120
Sutton Wealth Advisors
Florida
$242K
DC
121
Davenport & Co
Virginia
$234K +$9.26K +340 +4%
ECM
122
Evergreen Capital Management
Washington
$229K
GFPC
123
Global Financial Private Client
Florida
$228K
William Blair & Company
124
William Blair & Company
Illinois
$227K
MA
125
MONECO Advisors
Connecticut
$225K +$214K +7,870 New