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Invesco S&P 500 Top 50 ETF

278 hedge funds and large institutions have $2.09B invested in Invesco S&P 500 Top 50 ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 97 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+45
Holders Change %
+19.31%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
69
Increased
97
Reduced
75
Closed
21
Calls
$8K
Puts
$15K
Net Calls
-$7K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
226
Benjamin F. Edwards & Company
Missouri
$203K +$415 +11 +0.2%
AFP
227
Ausdal Financial Partners
Iowa
$203K +$203K +5,372 New
DAS
228
Dynamic Advisor Solutions
Arizona
$201K +$201K +5,430 New
NPFS
229
Novak & Powell Financial Services
Florida
$200K +$200K +5,306 New
EWA
230
EP Wealth Advisors
California
$157K -$5.81K -154 -4%
PTC
231
Private Trust Company
Ohio
$153K +$9.85K +261 +7%
GWM
232
Geneos Wealth Management
Colorado
$140K
AF
233
Allworth Financial
California
$125K -$27.9K -740 -18%
WTA
234
Washington Trust Advisors
Massachusetts
$124K
Qube Research & Technologies (QRT)
235
Qube Research & Technologies (QRT)
United Kingdom
$120K +$24.4K +647 +26%
SAM
236
S.A. Mason
Michigan
$117K
GT
237
Glenmede Trust
Pennsylvania
$109K
EWA
238
EverSource Wealth Advisors
Alabama
$106K
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$101K -$13.1K -348 -11%
AssetMark Inc
240
AssetMark Inc
California
$97.4K +$42.5K +1,128 +78%
HI
241
Harbour Investments
Wisconsin
$77.4K +$45.3K +1,201 +141%
KFI
242
Key Financial Inc
Pennsylvania
$65.3K
VF
243
VitalStone Financial
Texas
$55K
S
244
SignatureFD
Georgia
$46.7K -$679 -18 -1%
RFA
245
Register Financial Advisors
Georgia
$46K +$46K +1,220 New
BWM
246
BKM Wealth Management
Wisconsin
$45.5K +$45.5K +1,206 New
WCM
247
Winthrop Capital Management
Indiana
$45.3K +$45.3K +1,200 New
SFC
248
SYM Financial Corp
Indiana
$41.5K
AIC
249
Archer Investment Corporation
Indiana
$41.3K +$2.49K +66 +6%
KFS
250
Kelly Financial Services
Massachusetts
$39.5K +$75 +2 +0.2%