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Invesco S&P 500 Top 50 ETF

123 hedge funds and large institutions have $434M invested in Invesco S&P 500 Top 50 ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

66.66% more ownership

Funds ownership: 392.86%459.52% (+67%)

34% more capital invested

Capital invested by funds: $325M → $434M (+$109M)

12% more funds holding

Funds holding: 110123 (+13)

12% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 34

Holders
123
Holders Change
+13
Holders Change %
+11.82%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
25
Increased
30
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$57.4M +$3.98M +179,180 +8%
Bank of America
2
Bank of America
North Carolina
$56.7M +$110K +4,960 +0.2%
UBS Group
3
UBS Group
Switzerland
$39.6M -$396K -17,800 -1%
Morgan Stanley
4
Morgan Stanley
New York
$29.9M +$1.23M +55,460 +5%
RWP
5
Reliant Wealth Planning
Kentucky
$24.9M +$23.7M +1,067,350 New
MF
6
Manchester Financial
California
$23.9M -$1.29M -57,960 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.5M +$5.89M +265,140 +55%
Goldman Sachs
8
Goldman Sachs
New York
$15M -$5.12M -230,120 -26%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$12.3M +$11.7M +528,110 New
Wells Fargo
10
Wells Fargo
California
$12.2M -$462K -20,790 -4%
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$11.9M +$1.25M +56,290 +12%
EWP
12
Engrave Wealth Partners
Texas
$10.8M +$10.3M +462,820 New
RG
13
Retirement Group
California
$10M +$9.53M +428,490 New
Stifel Financial
14
Stifel Financial
Missouri
$8.19M -$302K -13,580 -4%
CS
15
Credit Suisse
Switzerland
$7.92M +$7.55M +339,480 New
LPL Financial
16
LPL Financial
California
$6.47M +$1.14M +51,340 +23%
JIC
17
Johnson Investment Counsel
Ohio
$6.14M -$31.8K -1,430 -0.5%
IMC Chicago
18
IMC Chicago
Illinois
$5.51M +$5.25M +236,290 New
PRS
19
Pinkerton Retirement Specialists
Idaho
$5.49M -$1.15M -51,800 -18%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.96M +$763K +34,330 +19%
OIA
21
OneDigital Investment Advisors
Kansas
$4.94M +$4.45M +200,280 +1,751%
RJA
22
Raymond James & Associates
Florida
$4.58M -$247K -11,100 -5%
SAM
23
SignalPoint Asset Management
Missouri
$3.78M -$38.5K -1,730 -1%
WGCA
24
Wolf Group Capital Advisors
Virginia
$3.03M +$80.2K +3,610 +3%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$2.83M -$226K -10,170 -8%