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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
IMC Chicago
26
IMC Chicago
Illinois
$5.89M +$976K +31,120 +21%
PAG
27
Private Advisor Group
New Jersey
$5.53M -$34.8K -1,110 -0.6%
CA
28
Cetera Advisors
Colorado
$5.13M +$22.3K +710 +0.5%
ML
29
McAdam LLC
Pennsylvania
$5M +$182K +5,810 +4%
CGA
30
Crescent Grove Advisors
Illinois
$4.83M
KAS
31
Kestra Advisory Services
Texas
$4.67M -$46.7K -1,490 -1%
ACM
32
AlphaStar Capital Management
North Carolina
$4.21M +$5.64K +180 +0.1%
MML Investors Services
33
MML Investors Services
Massachusetts
$4.13M +$473K +15,080 +13%
SAM
34
SignalPoint Asset Management
Missouri
$4.07M -$195K -6,210 -5%
CWM
35
Cedar Wealth Management
California
$4.04M +$2.82K +90 +0.1%
TIAM2
36
Tru Independence Asset Management 2
Oregon
$3.46M -$231K -7,380 -6%
LB
37
Leo Brokerage
Texas
$3.35M -$167K -5,340 -5%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$3.31M +$89K +2,840 +3%
TCA
39
Transcend Capital Advisors
New Jersey
$2.93M +$2.83M +90,130 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$2.88M -$4.28M -136,480 -61%
MAG
41
MRA Advisory Group
New Jersey
$2.83M -$476K -15,170 -15%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$2.77M
SWA
43
Stratos Wealth Advisors
Ohio
$2.48M +$317K +10,100 +15%
KIA
44
KCM Investment Advisors
California
$2.37M -$53K -1,690 -2%
HI
45
Harbour Investments
Wisconsin
$2.31M +$11K +350 +0.5%
APW
46
Aurora Private Wealth
New Jersey
$2.12M +$40.8K +1,300 +2%
IFWM
47
Institute for Wealth Management
Colorado
$2.03M
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$2.02M -$186K -5,920 -9%
FFN
49
Focus Financial Network
Minnesota
$1.99M -$1.88K -60 -0.1%
GVAG
50
Great Valley Advisor Group
Delaware
$1.91M +$12.2K +390 +0.7%