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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.

Holders
123
Holders Change
+13
Holders Change %
+11.82%
% of All Funds
2.43%
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 Market Value Shares Shares
Change
Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$57.4M 245,755 +17,918 +8%
Bank of America
2
Bank of America
North Carolina
$56.7M 242,908 +496 +0.2%
UBS Group
3
UBS Group
Switzerland
$39.6M 169,681 -1,780 -1%
Morgan Stanley
4
Morgan Stanley
New York
$29.9M 128,202 +5,546 +5%
RWP
5
Reliant Wealth Planning
Kentucky
$24.9M 106,735 +106,735 New
MF
6
Manchester Financial
California
$23.9M 102,468 -5,796 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.5M 74,949 +26,514 +55%
Goldman Sachs
8
Goldman Sachs
New York
$15M 64,313 -23,012 -26%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$12.3M 52,811 +52,811 New
Wells Fargo
10
Wells Fargo
California
$12.2M 52,219 -2,079 -4%
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$11.9M 51,148 +5,629 +12%
EWP
12
Engrave Wealth Partners
Texas
$10.8M 46,282 +46,282 New
RG
13
Retirement Group
California
$10M 42,849 +42,849 New
Stifel Financial
14
Stifel Financial
Missouri
$8.19M 35,043 -1,358 -4%
CS
15
Credit Suisse
Switzerland
$7.92M 33,948 +33,948 New
LPL Financial
16
LPL Financial
California
$6.47M 27,738 +5,134 +23%
JIC
17
Johnson Investment Counsel
Ohio
$6.14M 26,313 -143 -0.5%
IMC Chicago
18
IMC Chicago
Illinois
$5.52M 23,629 +23,629 New
PRS
19
Pinkerton Retirement Specialists
Idaho
$5.49M 23,512 -5,180 -18%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.96M 21,261 +3,433 +19%
OIA
21
OneDigital Investment Advisors
Kansas
$4.94M 21,172 +20,028 +1,751%
RJA
22
Raymond James & Associates
Florida
$4.58M 19,623 -1,110 -5%
SAM
23
SignalPoint Asset Management
Missouri
$3.78M 16,210 -173 -1%
WGCA
24
Wolf Group Capital Advisors
Virginia
$3.03M 12,970 +361 +3%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$2.83M 12,106 -1,017 -8%