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Invesco S&P 500 Top 50 ETF
234 hedge funds and large institutions have $1.39B invested in Invesco S&P 500 Top 50 ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 83 reducing their positions, and 23 closing their positions.
New
Increased
Maintained
Reduced
Closed
57% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 23
10% more capital invested
Capital invested by funds: $1.26B → $1.39B (+$132M)
5% more funds holding
Funds holding: 222 → 234 (+12)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
5% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 83
802.03% less ownership
Funds ownership: 859.28% → 57.25% (-802%)
Holders
234
Holders Change
+12
Holders Change %
+5.41%
% of All Funds
3.71%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
36
Increased
79
Reduced
83
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$38.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$32.8M |
| 3 |
Morgan Stanley
New York
|
+$19.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$16.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$8.12M |
Top Sellers
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$595M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$72.2M |
| 3 |
RAG
RIA Advisory Group
Des Moines,
Iowa
|
-$24.7M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
-$8.23M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AR
251
Apeiron RIA
Dallas,
Texas
| – | -$205K | -5,850 | Closed |
|
252
Citadel Advisors
Miami,
Florida
| – | -$201K | -5,750 | Closed |
|
|
KM
253
Kalos Management
Alpharetta,
Georgia
| – | -$143K | -4,090 | Closed |
|
|
PCM
254
Penserra Capital Management
Orinda,
California
| – | -$19K | -570 | Closed |
|
|
CFO
255
CVA Family Office
Denver,
Colorado
| – | -$19.2K | -550 | Closed |
|
|
OP
256
ORG Partners
Roanoke,
Indiana
| – | -$14.3K | -410 | Closed |
|
|
ACA
257
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$5.25K | -150 | Closed |
|
|
MA
258
Montag & Associates
Atlanta,
Georgia
| – | -$1.4K | -40 | Closed |
|