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Invesco S&P 500 Top 50 ETF

182 hedge funds and large institutions have $992M invested in Invesco S&P 500 Top 50 ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 50

10% more capital invested

Capital invested by funds: $901M → $992M (+$91M)

5% more funds holding

Funds holding: 173182 (+9)

0.29% less ownership

Funds ownership: 523.22%522.93% (-0.29%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
182
Holders Change
+9
Holders Change %
+5.2%
% of All Funds
3.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
62
Reduced
50
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
$197M +$16.8M +534,220 +10%
Bank of America
2
Bank of America
North Carolina
$135M -$12.6M -403,150 -9%
LPL Financial
3
LPL Financial
California
$60.6M +$1.84M +58,580 +3%
UBS Group
4
UBS Group
Switzerland
$60.1M +$3.61M +115,010 +7%
Morgan Stanley
5
Morgan Stanley
New York
$60.1M +$2.16M +68,900 +4%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$53.9M -$763K -24,340 -1%
Ameriprise
7
Ameriprise
Minnesota
$48.4M +$1.69M +54,000 +4%
RWP
8
Reliant Wealth Planning
Kentucky
$36.5M +$346K +11,050 +1%
Wells Fargo
9
Wells Fargo
California
$27.2M +$1.49M +47,440 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$23.1M +$164K +5,220 +0.7%
Osaic Holdings
11
Osaic Holdings
Arizona
$17.2M +$2.9M +92,430 +21%
RG
12
Retirement Group
California
$17M +$678K +21,630 +4%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$16.2M +$107K +3,420 +0.7%
WGCA
14
Wolf Group Capital Advisors
Virginia
$14.8M -$456K -14,540 -3%
QI
15
QS Investors
New York
$9.78M +$9.43M +300,690 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$9.37M +$566K +18,050 +7%
D
17
Diversified
Delaware
$9.18M +$2.71M +86,560 +44%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$7.66M -$424K -13,510 -5%
US Bancorp
19
US Bancorp
Minnesota
$7.5M +$1.26M +40,160 +21%
Stifel Financial
20
Stifel Financial
Missouri
$7.32M -$39.2K -1,250 -0.6%
CF
21
Centaurus Financial
California
$6.65M +$135K +4,310 +2%
Truist Financial
22
Truist Financial
North Carolina
$6.55M +$554K +17,660 +10%
JIC
23
Johnson Investment Counsel
Ohio
$6.46M -$73.7K -2,350 -1%
SAF
24
Smith Anglin Financial
Texas
$6.12M +$66.5K +2,120 +1%
RJA
25
Raymond James & Associates
Florida
$5.99M -$3.46M -110,470 -38%