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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.

Holders
115
Holders Change
-8
Holders Change %
-6.5%
% of All Funds
2.54%
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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$53.1M 271,820 +28,912 +12%
Fisher Asset Management
2
Fisher Asset Management
Washington
$51.5M 263,290 +17,535 +7%
UBS Group
3
UBS Group
Switzerland
$33.7M 172,179 +2,498 +1%
Morgan Stanley
4
Morgan Stanley
New York
$26.4M 135,195 +6,993 +5%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$18.4M 93,926 +42,778 +84%
Goldman Sachs
6
Goldman Sachs
New York
$17.6M 90,071 +25,758 +40%
TC
7
Trilogy Capital
California
$15.2M 69,434 +69,434 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.2M 67,351 -7,598 -10%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$9.95M 50,863 -1,948 -4%
Wells Fargo
10
Wells Fargo
California
$9.73M 49,747 -2,472 -5%
EWP
11
Engrave Wealth Partners
Texas
$9.46M 48,405 +2,123 +5%
LPL Financial
12
LPL Financial
California
$7.94M 40,598 +12,860 +46%
Stifel Financial
13
Stifel Financial
Missouri
$6.25M 31,965 -3,078 -9%
SL
14
Systelligence LLC
Minnesota
$5.18M 26,481 +26,481 New
IMC Chicago
15
IMC Chicago
Illinois
$5.15M 26,356 +2,727 +12%
JIC
16
Johnson Investment Counsel
Ohio
$4.71M 24,078 -2,235 -8%
GDP
17
Great Diamond Partners
Maine
$3.65M 18,663 +18,663 New
OIA
18
OneDigital Investment Advisors
Kansas
$3.64M 18,611 -2,561 -12%
RJA
19
Raymond James & Associates
Florida
$3.58M 18,310 -1,313 -7%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$3.29M 16,800 +16,800 New
Ameriprise
21
Ameriprise
Minnesota
$3.13M 16,026 +8,942 +126%
CF
22
Centaurus Financial
California
$3.09M 15,815 +13,919 +734%
SAM
23
SignalPoint Asset Management
Missouri
$2.94M 15,042 -1,168 -7%
CS
24
Credit Suisse
Switzerland
$2.85M 14,583 -19,365 -57%
FFN
25
Focus Financial Network
Minnesota
$2.63M 13,437 +13,437 New