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Invesco S&P 500 Top 50 ETF

115 hedge funds and large institutions have $362M invested in Invesco S&P 500 Top 50 ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

4.08% less ownership

Funds ownership: 459.52%455.45% (-4.1%)

7% less funds holding

Funds holding: 123115 (-8)

17% less capital invested

Capital invested by funds: $434M → $362M (-$71.7M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
115
Holders Change
-8
Holders Change %
-6.5%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
23
Increased
35
Reduced
27
Closed
28
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
$53.1M +$6.51M +289,120 +12%
Fisher Asset Management
2
Fisher Asset Management
Washington
$51.5M +$3.95M +175,350 +7%
UBS Group
3
UBS Group
Switzerland
$33.7M +$563K +24,980 +1%
Morgan Stanley
4
Morgan Stanley
New York
$26.4M +$1.58M +69,930 +5%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$18.4M +$9.64M +427,780 +84%
Goldman Sachs
6
Goldman Sachs
New York
$17.6M +$5.8M +257,580 +40%
TC
7
Trilogy Capital
California
$15.2M +$15.6M +694,340 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.2M -$1.71M -75,980 -10%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$9.95M -$439K -19,480 -4%
Wells Fargo
10
Wells Fargo
California
$9.73M -$557K -24,720 -5%
EWP
11
Engrave Wealth Partners
Texas
$9.46M +$478K +21,230 +5%
LPL Financial
12
LPL Financial
California
$7.94M +$2.9M +128,600 +46%
Stifel Financial
13
Stifel Financial
Missouri
$6.25M -$693K -30,780 -9%
SL
14
Systelligence LLC
Minnesota
$5.18M +$5.97M +264,810 New
IMC Chicago
15
IMC Chicago
Illinois
$5.15M +$614K +27,270 +12%
JIC
16
Johnson Investment Counsel
Ohio
$4.71M -$504K -22,350 -8%
GDP
17
Great Diamond Partners
Maine
$3.65M +$4.2M +186,630 New
OIA
18
OneDigital Investment Advisors
Kansas
$3.64M -$577K -25,610 -12%
RJA
19
Raymond James & Associates
Florida
$3.58M -$296K -13,130 -7%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$3.29M +$3.79M +168,000 New
Ameriprise
21
Ameriprise
Minnesota
$3.13M +$2.01M +89,420 +126%
CF
22
Centaurus Financial
California
$3.09M +$3.14M +139,190 +734%
SAM
23
SignalPoint Asset Management
Missouri
$2.94M -$263K -11,680 -7%
CS
24
Credit Suisse
Switzerland
$2.85M -$4.36M -193,650 -57%
FFN
25
Focus Financial Network
Minnesota
$2.63M +$3.03M +134,370 New