We are live on ! Find out more
XLG icon

Invesco S&P 500 Top 50 ETF

173 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, 46 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

3% more funds holding

Funds holding: 168173 (+5)

3% less capital invested

Capital invested by funds: $929M → $901M (-$27.4M)

8.97% less ownership

Funds ownership: 532.2%523.22% (-9%)

29% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 65

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
173
Holders Change
+5
Holders Change %
+2.98%
% of All Funds
3.04%
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
46
Reduced
65
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFP
101
Meridian Financial Partners
Virginia
$328K -$18.1K -620 -6%
Cerity Partners
102
Cerity Partners
New York
$320K
MSFS
103
Main Street Financial Solutions
Pennsylvania
$308K +$4.95K +170 +2%
GWM
104
Geneos Wealth Management
Colorado
$307K -$87.4K -3,000 -23%
NL
105
NVWM LLC
Pennsylvania
$299K +$14.3K +490 +5%
KLI
106
Kelman-Lazarov Inc
Tennessee
$297K
SMC
107
Smith, Moore & Co
Missouri
$292K -$11.7K -400 -4%
RCA
108
Reitz Capital Advisors
Michigan
$286K -$7.86K -270 -3%
EFS
109
Essex Financial Services
Connecticut
$286K
MIA
110
MainStreet Investment Advisors
Illinois
$270K
MPWT
111
MassMutual Private Wealth & Trust
Connecticut
$270K
KA
112
Kovack Advisors
Florida
$268K -$2.51M -86,280 -91%
SIC
113
Samalin Investment Counsel
New York
$255K +$251K +8,620 New
PFPT
114
Pinnacle Financial Partners (Tennessee)
Tennessee
$252K
SWA
115
Sutton Wealth Advisors
Florida
$251K
HAS
116
HBW Advisory Services
California
$248K -$20.7K -710 -8%
BFC
117
Bedel Financial Consulting
Indiana
$247K +$242K +8,320 New
FAIM
118
Financial Advocates Investment Management
Washington
$242K -$17.2K -590 -7%
GFPC
119
Global Financial Private Client
Florida
$240K
AAS
120
Avantax Advisory Services
Texas
$239K +$234K +8,050 New
ECM
121
Evergreen Capital Management
Washington
$238K
William Blair & Company
122
William Blair & Company
Illinois
$236K
AIC
123
Ameritas Investment Company
Nebraska
$234K +$230K +7,880 New
MA
124
MONECO Advisors
Connecticut
$230K -$2.91K -100 -1%
IC
125
IEQ Capital
California
$220K +$216K +7,410 New