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Invesco S&P 500 Top 50 ETF

173 hedge funds and large institutions have $901M invested in Invesco S&P 500 Top 50 ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

3% more funds holding

Funds holding: 168173 (+5)

3% less capital invested

Capital invested by funds: $929M → $901M (-$27.4M)

8.97% less ownership

Funds ownership: 532.2%523.22% (-9%)

29% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 65

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
173
Holders Change
+5
Holders Change %
+2.98%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
23
Increased
46
Reduced
65
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$164M +$11.7M +401,690 +8%
Bank of America
2
Bank of America
North Carolina
$135M -$12.6M -431,100 -9%
LPL Financial
3
LPL Financial
California
$53.5M -$4.16M -142,720 -7%
Morgan Stanley
4
Morgan Stanley
New York
$52.7M -$2.98M -102,400 -5%
UBS Group
5
UBS Group
Switzerland
$51.4M -$11.7M -402,480 -19%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$49.8M +$113K +3,870 +0.2%
Ameriprise
7
Ameriprise
Minnesota
$42.5M +$9.94M +341,280 +31%
RWP
8
Reliant Wealth Planning
Kentucky
$32.9M +$455K +15,620 +1%
Wells Fargo
9
Wells Fargo
California
$23.4M +$1.16M +39,840 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$20.9M -$6.45M -221,530 -24%
RG
11
Retirement Group
California
$14.8M +$878K +30,150 +6%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$14.7M -$48.4K -1,660 -0.3%
WGCA
13
Wolf Group Capital Advisors
Virginia
$14M +$184K +6,310 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$12.9M -$975K -33,480 -7%
AIP
15
Almanack Investment Partners
Pennsylvania
$10.1M +$9.91M +340,060 New
RJA
16
Raymond James & Associates
Florida
$8.74M -$575K -19,730 -6%
FWA
17
FOCUS Wealth Advisors
Texas
$8.08M -$24.5K -840 -0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8M -$6.99M -240,000 -47%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.38M -$1.54M -53,030 -18%
Stifel Financial
20
Stifel Financial
Missouri
$6.71M +$126K +4,320 +2%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$6.67M -$1.47M -50,580 -18%
JIC
22
Johnson Investment Counsel
Ohio
$5.96M -$69.9K -2,400 -1%
CF
23
Centaurus Financial
California
$5.93M +$181K +6,220 +3%
D
24
Diversified
Delaware
$5.8M +$2.05M +70,550 +56%
US Bancorp
25
US Bancorp
Minnesota
$5.64M +$2.96M +101,760 +115%