We are live on ! Find out more
XLG icon

Invesco S&P 500 Top 50 ETF

173 hedge funds and large institutions have $901M invested in Invesco S&P 500 Top 50 ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

3% more funds holding

Funds holding: 168173 (+5)

3% less capital invested

Capital invested by funds: $929M → $901M (-$27.4M)

8.97% less ownership

Funds ownership: 532.2%523.22% (-9%)

29% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 65

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
173
Holders Change
+5
Holders Change %
+2.98%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
23
Increased
46
Reduced
65
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
151
Plante Moran Financial Advisors
Michigan
$41K +$39.9K +1,370 New
S
152
SignatureFD
Georgia
$37K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$33K
BlackRock
154
BlackRock
New York
$32K +$29.1K +1,000 +1,667%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$31K +$29.1K +1,000 New
TRCT
156
Tower Research Capital (TRC)
New York
$30K -$2.23M -76,440 -99%
GI
157
Gradient Investments
Minnesota
$23K +$291 +10 +1%
JCM
158
Jacobi Capital Management
Pennsylvania
$22K
SBL
159
Sargent Bickham Lagudis
Colorado
$21K +$3.2K +110 +18%
HWMA
160
Heritage Wealth Management (Arizona)
Arizona
$18K +$18.1K +620 New
VFA
161
Valeo Financial Advisors
Indiana
$17K
APA
162
American Portfolios Advisors
New York
$14.8K -$9.03K -310 -38%
AWA
163
Arkadios Wealth Advisors
Georgia
$14K -$2.04K -70 -13%
TWM
164
Tradition Wealth Management
Minnesota
$12K
CIA
165
Choate Investment Advisors
Massachusetts
$11K
CFGS
166
Concourse Financial Group Securities
Alabama
$11K
CFA
167
Carroll Financial Associates
North Carolina
$7K +$2.04K +70 +37%
PO
168
Private Ocean
California
$6K
AssetMark Inc
169
AssetMark Inc
California
$4K -$183K -6,280 -98%
ACA
170
Aptus Capital Advisors
Alabama
$4K +$4.37K +150 New
MFT
171
Moisand Fitzgerald Tamayo
Florida
$4K +$4.37K +150 New
IF
172
Ironwood Financial
Arizona
$2K
ME
173
McIlrath & Eck
Washington
$2K
EW
174
Element Wealth
Mississippi
$1K
MA
175
Montag & Associates
Georgia
$1K +$1.17K +40 New