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Invesco S&P 500 Top 50 ETF

172 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, 45 increasing their positions, 65 reducing their positions, and 18 closing their positions.

Holders
172
Holders Change
+5
Holders Change %
+2.99%
% of All Funds
3.03%
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
45
Reduced
65
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$164M 552,621 +40,169 +8%
Bank of America
2
Bank of America
North Carolina
$135M 455,741 -43,110 -9%
LPL Financial
3
LPL Financial
California
$53.5M 180,493 -14,272 -7%
Morgan Stanley
4
Morgan Stanley
New York
$52.7M 177,779 -10,240 -5%
UBS Group
5
UBS Group
Switzerland
$51.4M 173,281 -40,248 -19%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$49.8M 168,016 +387 +0.2%
Ameriprise
7
Ameriprise
Minnesota
$42.5M 143,401 +34,128 +31%
RWP
8
Reliant Wealth Planning
Kentucky
$32.9M 110,928 +1,562 +1%
Wells Fargo
9
Wells Fargo
California
$23.4M 78,864 +3,984 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$20.9M 70,487 -22,153 -24%
RG
11
Retirement Group
California
$14.8M 50,027 +3,015 +6%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$14.7M 49,504 -166 -0.3%
WGCA
13
Wolf Group Capital Advisors
Virginia
$14M 47,053 +631 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$12.9M 43,525 -3,348 -7%
AIP
15
Almanack Investment Partners
Pennsylvania
$10.1M 34,006 +34,006 New
RJA
16
Raymond James & Associates
Florida
$8.74M 29,451 -1,973 -6%
FWA
17
FOCUS Wealth Advisors
Texas
$8.08M 26,945 -84 -0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8M 26,987 -24,000 -47%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.38M 24,894 -5,303 -18%
Stifel Financial
20
Stifel Financial
Missouri
$6.71M 22,605 +432 +2%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$6.67M 22,489 -5,058 -18%
JIC
22
Johnson Investment Counsel
Ohio
$5.96M 20,087 -240 -1%
CF
23
Centaurus Financial
California
$5.93M 20,011 +622 +3%
D
24
Diversified
Delaware
$5.8M 19,564 +7,055 +56%
US Bancorp
25
US Bancorp
Minnesota
$5.64M 19,032 +10,176 +115%