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Invesco S&P 500 Top 50 ETF
123 hedge funds and large institutions have $434M invested in Invesco S&P 500 Top 50 ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
66.66% more ownership
Funds ownership: 392.86% → 459.52% (+67%)
34% more capital invested
Capital invested by funds: $325M → $434M (+$109M)
12% more funds holding
Funds holding: 110 → 123 (+13)
12% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 34
Holders
123
Holders Change
+13
Holders Change %
+11.82%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
25
Increased
30
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$11.7M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$7.55M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.89M |
| 4 |
IMC Chicago
Chicago,
Illinois
|
+$5.25M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$4.45M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWA
126
Ropes Wealth Advisors
Boston,
Massachusetts
| – | -$318K | -14,960 | Closed |
|
127
Creative Planning
Overland Park,
Kansas
| – | -$260K | -12,240 | Closed |
|
|
BPC
128
Banque Pictet & Cie
Geneva 73,
Switzerland
| – | -$212K | -10,000 | Closed |
|
|
BBHC
129
Brown Brothers Harriman & Co
New York
| – | -$127K | -6,000 | Closed |
|
|
CFB
130
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$38K | -1,800 | Closed |
|
131
UBS AM
Chicago,
Illinois
| – | -$19.5K | -920 | Closed |
|
|
TC
132
Truvestments Capital
Sarasota,
Florida
| – | -$10K | -450 | Closed |
|
|
SWP
133
Strategic Wealth Partners
Independence,
Ohio
| – | -$8.92K | -420 | Closed |
|