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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
LWA
126
Lowe Wealth Advisors
Maryland
$24K
APA
127
American Portfolios Advisors
New York
$23.8K -$11.2K -500 -33%
SF
128
Synovus Financial
Georgia
$20K
EI
129
Ellevest Inc
New York
$20K +$18.6K +830 New
FA
130
Faithward Advisors
Pennsylvania
$19K
GI
131
Gradient Investments
Minnesota
$18K
JCM
132
Jacobi Capital Management
Pennsylvania
$14K
SBL
133
Sargent Bickham Lagudis
Colorado
$13K
CFGS
134
Concourse Financial Group Securities
Alabama
$9K
IF
135
Ironwood Financial
Arizona
$8K
AWA
136
Arkadios Wealth Advisors
Georgia
$7.54K
CFA
137
Carroll Financial Associates
North Carolina
$4K -$3.8K -170 -47%
TCOV
138
Trust Company of Vermont
Vermont
$4K +$3.35K +150 New
PO
139
Private Ocean
California
$4K +$4.47K +200 New
BlackRock
140
BlackRock
New York
$1K
ME
141
McIlrath & Eck
Washington
$1K
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
-$9.95M -508,630 Closed
Wellington Management Group
143
Wellington Management Group
Massachusetts
-$3.29M -168,000 Closed
TI
144
Trexquant Investment
Connecticut
-$1.15M -58,830 Closed
CWM
145
Cornerstone Wealth Management
Missouri
-$1.12M -57,500 Closed
QI
146
QS Investors
New York
-$909K -46,460 Closed
VWA
147
V Wealth Advisors
Kansas
-$204K -10,430 Closed
LC
148
Lindbrook Capital
California
-$160K -8,190 Closed
Marshall Wace
149
Marshall Wace
United Kingdom
-$98K -5,020 Closed
KFS
150
Kelly Financial Services
Massachusetts
-$22.9K -1,170 Closed