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Invesco S&P 500 Top 50 ETF

167 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 26 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
2.96%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
26
Increased
56
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TP
126
Tranquility Partners
Tennessee
$200K +$200K +7,020 New
AssetMark Inc
127
AssetMark Inc
California
$183K +$179K +6,290 +4,493%
PWM
128
Perigon Wealth Management
California
$173K +$173K +6,080 New
Fidelity Investments
129
Fidelity Investments
Massachusetts
$168K -$52.5K -1,840 -24%
CDIA
130
Capital Directions Investment Advisors
Georgia
$147K
BAM
131
Belpointe Asset Management
Nevada
$146K -$172K -6,030 -54%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$144K +$23.1K +810 +19%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$127K
EWA
134
EP Wealth Advisors
California
$124K +$124K +4,350 New
WT
135
Washington Trust
Rhode Island
$94K
GT
136
Glenmede Trust
Pennsylvania
$82K
MF
137
Manchester Financial
California
$80K
SFG
138
Sowa Financial Group
Rhode Island
$71K +$71K +2,500 New
AF
139
Affiance Financial
Minnesota
$64K
BFEC
140
Benjamin F. Edwards & Company
Missouri
$64K +$287 +10 +0.5%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$60K
EP
142
Eudaimonia Partners
Tennessee
$52K
CIAS
143
Capital Investment Advisory Services
North Carolina
$51K
NFSG
144
Newbridge Financial Services Group
Florida
$48K +$8.47K +300 +21%
TFS
145
TrustCore Financial Services
Tennessee
$45K
AIC
146
Archer Investment Corporation
Indiana
$44.2K +$44.2K +1,550 New
PCIA
147
Prime Capital Investment Advisors
Kansas
$39K
S
148
SignatureFD
Georgia
$36K +$36K +1,260 New
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$33K
LWA
150
Lowe Wealth Advisors
Maryland
$29K