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Invesco S&P 500 Top 50 ETF

142 hedge funds and large institutions have $714M invested in Invesco S&P 500 Top 50 ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

97% more capital invested

Capital invested by funds: $362M → $714M (+$351M)

61.17% more ownership

Funds ownership: 455.45%516.61% (+61%)

24% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 33

23% more funds holding

Funds holding: 115142 (+27)

Holders
142
Holders Change
+27
Holders Change %
+23.48%
% of All Funds
2.91%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.16%
New
39
Increased
41
Reduced
33
Closed
12
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
$141M +$71.7M +3,205,110 +118%
Fisher Asset Management
2
Fisher Asset Management
Washington
$108M +$42.3M +1,892,860 +72%
UBS Group
3
UBS Group
Switzerland
$47.8M +$6.43M +287,420 +17%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$39.2M +$15.8M +708,380 +75%
Morgan Stanley
5
Morgan Stanley
New York
$39M +$6.39M +285,910 +21%
Goldman Sachs
6
Goldman Sachs
New York
$32.9M +$10.8M +481,940 +54%
RWP
7
Reliant Wealth Planning
Kentucky
$25.9M +$24.3M +1,088,720 New
LPL Financial
8
LPL Financial
California
$23.7M +$13.2M +591,370 +146%
Wells Fargo
9
Wells Fargo
California
$15.2M +$3.19M +142,820 +29%
JWM
10
Jackson Wealth Management
Florida
$14.5M +$13.6M +610,140 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13.3M -$2.55M -114,150 -17%
EWP
12
Engrave Wealth Partners
Texas
$13M +$1.35M +60,390 +12%
RG
13
Retirement Group
California
$10.8M +$10.2M +454,980 New
WGCA
14
Wolf Group Capital Advisors
Virginia
$10.5M +$7.09M +317,210 +255%
Ameriprise
15
Ameriprise
Minnesota
$9.81M +$5.64M +252,150 +157%
TC
16
Trilogy Capital
California
$8.98M -$7.58M -339,000 -49%
Citadel Advisors
17
Citadel Advisors
Florida
$8.12M +$7.63M +341,180 New
SL
18
Systelligence LLC
Minnesota
$8M +$1.6M +71,540 +27%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.06M +$3.77M +168,490 +131%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.59M +$5.2M +232,760 +528%
Stifel Financial
21
Stifel Financial
Missouri
$6.12M -$1.4M -62,490 -20%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$6.11M +$3.33M +148,960 +138%
IWM
23
IHT Wealth Management
Illinois
$5.91M +$5.55M +248,200 New
JIC
24
Johnson Investment Counsel
Ohio
$5.7M -$22.4K -1,000 -0.4%
IMC Chicago
25
IMC Chicago
Illinois
$5.11M -$1.09M -48,670 -18%