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Invesco S&P 500 Top 50 ETF

168 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 27 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

37% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 41

11.25% more ownership

Funds ownership: 520.94%532.2% (+11%)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

11% more capital invested

Capital invested by funds: $840M → $929M (+$89M)

6% more funds holding

Funds holding: 158168 (+10)

Holders
168
Holders Change
+10
Holders Change %
+6.33%
% of All Funds
2.97%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
27
Increased
56
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$146M +$12M +440,620 +9%
Bank of America
2
Bank of America
North Carolina
$142M -$16.4M -601,150 -11%
UBS Group
3
UBS Group
Switzerland
$60.9M -$2.09M -76,620 -3%
LPL Financial
4
LPL Financial
California
$55.6M +$12.9M +472,960 +32%
Morgan Stanley
5
Morgan Stanley
New York
$53.6M +$4.78M +175,560 +10%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$47.8M +$447K +16,420 +1%
Ameriprise
7
Ameriprise
Minnesota
$31.2M +$6.68M +245,530 +29%
RWP
8
Reliant Wealth Planning
Kentucky
$31.2M -$115K -4,210 -0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$26.4M +$14.2M +520,210 +128%
Wells Fargo
10
Wells Fargo
California
$21.4M +$1.54M +56,570 +8%
JWM
11
Jackson Wealth Management
Florida
$16.8M -$178K -6,540 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.5M +$160K +5,880 +1%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$14.2M -$141K -5,180 -1%
RG
14
Retirement Group
California
$13.4M +$661K +24,260 +5%
Osaic Holdings
15
Osaic Holdings
Arizona
$13.4M +$564K +20,730 +5%
WGCA
16
Wolf Group Capital Advisors
Virginia
$13.2M +$346K +12,720 +3%
RJA
17
Raymond James & Associates
Florida
$8.97M +$1.42M +52,150 +20%
EWP
18
Engrave Wealth Partners
Texas
$8.91M -$7.1M -260,630 -46%
TC
19
Trilogy Capital
California
$8.65M +$8.25M +303,140 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$8.61M +$268K +9,850 +3%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$7.86M +$492K +18,080 +7%
FWA
22
FOCUS Wealth Advisors
Texas
$7.71M +$7.36M +270,290 New
Stifel Financial
23
Stifel Financial
Missouri
$6.33M +$790K +29,010 +15%
Truist Financial
24
Truist Financial
North Carolina
$6.04M +$626K +22,980 +12%
FSA
25
Financial Services Advisory
Maryland
$6.03M +$5.76M +211,520 New