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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
LWA
151
Lowe Wealth Advisors
Maryland
$29K
APA
152
American Portfolios Advisors
New York
$23.1K -$151K -5,550 -87%
PWPS
153
Pinnacle Wealth Planning Services
Ohio
$23K +$22.3K +820 New
JCM
154
Jacobi Capital Management
Pennsylvania
$21K +$4.08K +150 +25%
SIAG
155
Safeguard Investment Advisory Group
California
$21K +$19.9K +730 New
GI
156
Gradient Investments
Minnesota
$20K
VFA
157
Valeo Financial Advisors
Indiana
$17K
SBL
158
Sargent Bickham Lagudis
Colorado
$17K +$1.63K +60 +11%
AWA
159
Arkadios Wealth Advisors
Georgia
$15K +$6.81K +250 +83%
WCAMG
160
Woodard & Company Asset Management Group
North Carolina
$13K -$615K -22,590 -98%
TWM
161
Tradition Wealth Management
Minnesota
$11K +$10.6K +390 New
CIA
162
Choate Investment Advisors
Massachusetts
$10K
CFGS
163
Concourse Financial Group Securities
Alabama
$10K
PO
164
Private Ocean
California
$6K
CFA
165
Carroll Financial Associates
North Carolina
$5K
BlackRock
166
BlackRock
New York
$2K
IF
167
Ironwood Financial
Arizona
$2K
ME
168
McIlrath & Eck
Washington
$2K
EW
169
Element Wealth
Mississippi
$1K
Goldman Sachs
170
Goldman Sachs
New York
-$36.2M -1,382,650 Closed
SL
171
Systelligence LLC
Minnesota
-$4.5M -171,950 Closed
PFA
172
Pinnacle Family Advisors
Missouri
-$3.24M -123,670 Closed
WHG
173
Westwood Holdings Group
Texas
-$1.74M -66,530 Closed
ACP
174
Aveo Capital Partners
Colorado
-$1.16M -44,220 Closed
SS
175
Simplicity Solutions
Minnesota
-$706K -26,960 Closed