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Invesco S&P 500 Top 50 ETF

141 hedge funds and large institutions have $713M invested in Invesco S&P 500 Top 50 ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
141
Holders Change
+26
Holders Change %
+22.61%
% of All Funds
2.9%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.16%
New
38
Increased
41
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$141M 592,331 +320,511 +118%
Fisher Asset Management
2
Fisher Asset Management
Washington
$108M 452,576 +189,286 +72%
UBS Group
3
UBS Group
Switzerland
$47.8M 200,921 +28,742 +17%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$39.2M 164,764 +70,838 +75%
Morgan Stanley
5
Morgan Stanley
New York
$39M 163,786 +28,591 +21%
Goldman Sachs
6
Goldman Sachs
New York
$32.9M 138,265 +48,194 +54%
RWP
7
Reliant Wealth Planning
Kentucky
$25.9M 108,872 +108,872 New
LPL Financial
8
LPL Financial
California
$23.7M 99,735 +59,137 +146%
Wells Fargo
9
Wells Fargo
California
$15.2M 64,029 +14,282 +29%
JWM
10
Jackson Wealth Management
Florida
$14.5M 61,014 +61,014 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13.3M 55,936 -11,415 -17%
EWP
12
Engrave Wealth Partners
Texas
$13M 54,444 +6,039 +12%
RG
13
Retirement Group
California
$10.8M 45,498 +45,498 New
WGCA
14
Wolf Group Capital Advisors
Virginia
$10.5M 44,180 +31,721 +255%
Ameriprise
15
Ameriprise
Minnesota
$9.81M 41,241 +25,215 +157%
TC
16
Trilogy Capital
California
$8.98M 35,534 -33,900 -49%
Citadel Advisors
17
Citadel Advisors
Florida
$8.12M 34,118 +34,118 New
SL
18
Systelligence LLC
Minnesota
$8M 33,635 +7,154 +27%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.06M 29,683 +16,849 +131%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.59M 27,686 +23,276 +528%
Stifel Financial
21
Stifel Financial
Missouri
$6.12M 25,716 -6,249 -20%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$6.11M 25,675 +14,896 +138%
IWM
23
IHT Wealth Management
Illinois
$5.91M 24,820 +24,820 New
JIC
24
Johnson Investment Counsel
Ohio
$5.7M 23,978 -100 -0.4%
IMC Chicago
25
IMC Chicago
Illinois
$5.11M 21,489 -4,867 -18%