We are live on ! Find out more
XLG icon

Invesco S&P 500 Top 50 ETF

117 hedge funds and large institutions have $320M invested in Invesco S&P 500 Top 50 ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

7% more funds holding

Funds holding: 109117 (+8)

3% more capital invested

Capital invested by funds: $310M → $320M (+$9.8M)

0.59% less ownership

Funds ownership: 391.43%390.85% (-0.59%)

22% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 37

Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
29
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$49.9M +$3.11M +150,130 +7%
Fisher Asset Management
2
Fisher Asset Management
Washington
$43.9M +$4.1M +197,970 +10%
Morgan Stanley
3
Morgan Stanley
New York
$26.3M -$2.98M -143,820 -10%
UBS Group
4
UBS Group
Switzerland
$26M +$83.5K +4,030 +0.3%
MF
5
Manchester Financial
California
$22.7M +$2.78M +134,360 +14%
Goldman Sachs
6
Goldman Sachs
New York
$18.3M
Wells Fargo
7
Wells Fargo
California
$12.8M -$1.91M -92,350 -13%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.6M +$1.21M +58,570 +12%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$9.96M -$87K -4,200 -0.9%
Stifel Financial
10
Stifel Financial
Missouri
$8.06M -$3.02M -145,660 -27%
Citadel Advisors
11
Citadel Advisors
Florida
$7.39M +$4.25M +205,170 +140%
CS
12
Credit Suisse
Switzerland
$7.06M -$4.68M -226,080 -40%
JIC
13
Johnson Investment Counsel
Ohio
$5.56M -$266K -12,850 -5%
PRS
14
Pinkerton Retirement Specialists
Idaho
$5.37M +$2.02M +97,470 +61%
RJA
15
Raymond James & Associates
Florida
$4.72M -$18.2K -880 -0.4%
LPL Financial
16
LPL Financial
California
$4.45M +$50.4K +2,430 +1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.83M +$1.09M +52,620 +41%
SAM
18
SignalPoint Asset Management
Missouri
$3.46M -$157K -7,600 -4%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2.78M -$706K -34,090 -20%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.61M -$3.47M -167,580 -57%
WGCA
21
Wolf Group Capital Advisors
Virginia
$2.61M +$11.6K +560 +0.5%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.32M -$37.1K -1,790 -2%
Jane Street
23
Jane Street
New York
$1.84M +$1.06M +51,120 +141%
Ameriprise
24
Ameriprise
Minnesota
$1.62M -$180K -8,700 -10%
SHA
25
Seneca House Advisors
Virginia
$1.58M +$229K +11,060 +18%