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Invesco S&P 500 Top 50 ETF

204 hedge funds and large institutions have $1B invested in Invesco S&P 500 Top 50 ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

5% less capital invested

Capital invested by funds: $1.05B → $1B (-$52.5M)

3% less funds holding

Funds holding: 211204 (-7)

12.41% less ownership

Funds ownership: 558.05%545.64% (-12%)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
204
Holders Change
-7
Holders Change %
-3.32%
% of All Funds
3.51%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.21%
New
14
Increased
74
Reduced
67
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthSource Partners
California
$6.2M -$4.54M -150,360 -40%
GRP
27
Global Retirement Partners
California
$5.92M +$1.17M +38,710 +23%
MML Investors Services
28
MML Investors Services
Massachusetts
$5.85M -$353K -11,690 -5%
Stifel Financial
29
Stifel Financial
Missouri
$5.6M +$523K +17,330 +9%
CWM
30
Cedar Wealth Management
California
$5.55M +$389K +12,910 +7%
CAP
31
Columbia Advisory Partners
Washington
$5.06M -$488K -16,170 -8%
JIC
32
Johnson Investment Counsel
Ohio
$4.99M -$47.7K -1,580 -0.8%
Truist Financial
33
Truist Financial
North Carolina
$4.68M -$316K -10,480 -6%
FAIM
34
Financial Advocates Investment Management
Washington
$4.4M +$2.99M +99,170 +143%
JP Morgan Chase
35
JP Morgan Chase
New York
$4.3M +$187K +6,200 +4%
FIM
36
Freedom Investment Management
Connecticut
$4.13M +$16.9K +560 +0.4%
ACA
37
Aspire Capital Advisors
Washington
$4.08M +$16.6K +550 +0.4%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$3.99M +$1.67M +55,300 +59%
CGA
39
Crescent Grove Advisors
Illinois
$3.94M +$25.6K +850 +0.6%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$3.71M -$505K -16,750 -11%
SMA
41
Sage Mountain Advisors
Georgia
$3.59M -$721K -23,900 -15%
CA
42
Cetera Advisors
Colorado
$3.49M -$2.11M -69,920 -35%
GIA
43
Goodwin Investment Advisory
Georgia
$3.46M +$505K +16,730 +15%
CF
44
Centaurus Financial
California
$3.25M -$41.6K -1,380 -1%
ML
45
McAdam LLC
Pennsylvania
$3.13M -$181K -6,000 -5%
HKIMG
46
Hutchens & Kramer Investment Management Group
Indiana
$2.88M -$736K -24,410 -19%
IWC
47
Integrated Wealth Concepts
Massachusetts
$2.88M +$2.46M +81,470 +320%
5L
48
55I LLC
Massachusetts
$2.82M +$2.46M +81,470 +351%
PAG
49
Private Advisor Group
New Jersey
$2.73M -$5.23M -173,470 -63%
SAM
50
SignalPoint Asset Management
Missouri
$2.69M +$60.6K +2,010 +2%