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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
ABC
126
Associated Banc-Corp
Wisconsin
$209K -$10.3K -380 -5%
TP
127
Tranquility Partners
Tennessee
$200K +$191K +7,020 New
AssetMark Inc
128
AssetMark Inc
California
$183K +$171K +6,290 +4,493%
PWM
129
Perigon Wealth Management
California
$173K +$166K +6,080 New
Fidelity Investments
130
Fidelity Investments
Massachusetts
$168K -$50.1K -1,840 -24%
CDIA
131
Capital Directions Investment Advisors
Georgia
$147K
BAM
132
Belpointe Asset Management
Nevada
$146K -$164K -6,030 -54%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$144K +$22.1K +810 +19%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$127K
EWA
135
EP Wealth Advisors
California
$124K +$118K +4,350 New
WT
136
Washington Trust
Rhode Island
$94K
GT
137
Glenmede Trust
Pennsylvania
$82K
MF
138
Manchester Financial
California
$80K
SFG
139
Sowa Financial Group
Rhode Island
$71K +$68.1K +2,500 New
AF
140
Affiance Financial
Minnesota
$64K
BFEC
141
Benjamin F. Edwards & Company
Missouri
$64K +$272 +10 +0.5%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$60K
EP
143
Eudaimonia Partners
Tennessee
$52K
CIAS
144
Capital Investment Advisory Services
North Carolina
$51K
NFSG
145
Newbridge Financial Services Group
Florida
$48K +$8.17K +300 +21%
TFS
146
TrustCore Financial Services
Tennessee
$45K
AIC
147
Archer Investment Corporation
Indiana
$44.2K +$42.2K +1,550 New
PCIA
148
Prime Capital Investment Advisors
Kansas
$39K
S
149
SignatureFD
Georgia
$36K +$34.3K +1,260 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$33K