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Invesco S&P 500 Top 50 ETF

167 hedge funds and large institutions have $929M invested in Invesco S&P 500 Top 50 ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
2.96%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
26
Increased
56
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$146M 512,452 +44,062 +9%
Bank of America
2
Bank of America
North Carolina
$142M 498,851 -60,115 -11%
UBS Group
3
UBS Group
Switzerland
$60.9M 213,529 -7,662 -3%
LPL Financial
4
LPL Financial
California
$55.6M 194,765 +47,296 +32%
Morgan Stanley
5
Morgan Stanley
New York
$53.6M 188,019 +17,556 +10%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$47.8M 167,629 +1,642 +1%
Ameriprise
7
Ameriprise
Minnesota
$31.2M 109,273 +24,553 +29%
RWP
8
Reliant Wealth Planning
Kentucky
$31.2M 109,366 -421 -0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$26.4M 92,640 +52,021 +128%
Wells Fargo
10
Wells Fargo
California
$21.4M 74,880 +5,657 +8%
JWM
11
Jackson Wealth Management
Florida
$16.8M 58,799 -654 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.5M 50,987 +588 +1%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$14.2M 49,670 -518 -1%
RG
14
Retirement Group
California
$13.4M 47,012 +2,426 +5%
Osaic Holdings
15
Osaic Holdings
Arizona
$13.4M 46,873 +2,073 +5%
WGCA
16
Wolf Group Capital Advisors
Virginia
$13.2M 46,422 +1,272 +3%
RJA
17
Raymond James & Associates
Florida
$8.97M 31,424 +5,215 +20%
EWP
18
Engrave Wealth Partners
Texas
$8.91M 31,193 -26,063 -46%
TC
19
Trilogy Capital
California
$8.65M 30,314 +30,314 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$8.61M 30,197 +985 +3%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$7.86M 27,547 +1,808 +7%
FWA
22
FOCUS Wealth Advisors
Texas
$7.71M 27,029 +27,029 New
Stifel Financial
23
Stifel Financial
Missouri
$6.33M 22,173 +2,901 +15%
Truist Financial
24
Truist Financial
North Carolina
$6.04M 21,168 +2,298 +12%
FSA
25
Financial Services Advisory
Maryland
$6.03M 21,152 +21,152 New