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Invesco S&P 500 Top 50 ETF

205 hedge funds and large institutions have $1.21B invested in Invesco S&P 500 Top 50 ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $1B → $1.21B (+$207M)

0% more funds holding

Funds holding: 204205 (+1)

4.66% less ownership

Funds ownership: 545.64%540.98% (-4.7%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

Holders
205
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
22
Increased
61
Reduced
77
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$6.7M -$622K -22,030 -8%
MML Investors Services
27
MML Investors Services
Massachusetts
$6.64M +$664K +23,550 +11%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$6.45M -$342K -12,130 -5%
CAP
29
Columbia Advisory Partners
Washington
$6.31M +$1.14M +40,580 +22%
CWM
30
Cedar Wealth Management
California
$5.72M +$26K +920 +0.4%
GRP
31
Global Retirement Partners
California
$5.66M -$76.7K -2,720 -1%
Stifel Financial
32
Stifel Financial
Missouri
$5.4M -$359K -12,710 -6%
FFA
33
Farther Finance Advisors
California
$5.18M +$5.3M +187,730 New
ML
34
McAdam LLC
Pennsylvania
$5.09M +$608K +21,550 +19%
JIC
35
Johnson Investment Counsel
Ohio
$5.03M -$93.7K -3,320 -2%
AC
36
Avestar Capital
New York
$4.54M +$4.64M +164,550 New
FIM
37
Freedom Investment Management
Connecticut
$4.04M -$200K -7,080 -5%
CGA
38
Crescent Grove Advisors
Illinois
$3.7M -$350K -12,420 -8%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$3.57M -$231K -8,190 -6%
ACA
40
Aspire Capital Advisors
Washington
$3.45M -$743K -26,330 -17%
FAIM
41
Financial Advocates Investment Management
Washington
$3.39M -$1.28M -45,430 -27%
Truist Financial
42
Truist Financial
North Carolina
$3.27M -$1.56M -55,160 -32%
AAS
43
Asset Allocation Strategies
Michigan
$3.26M +$3.33M +118,100 New
CF
44
Centaurus Financial
California
$3.2M -$135K -4,800 -4%
SMA
45
Sage Mountain Advisors
Georgia
$3.09M -$606K -21,490 -16%
IWC
46
Integrated Wealth Concepts
Massachusetts
$3.06M +$107K +3,790 +4%
VF
47
VitalStone Financial
Texas
$2.93M +$2.99M +105,970 New
CA
48
Cetera Advisors
Colorado
$2.91M -$683K -24,220 -19%
HKIMG
49
Hutchens & Kramer Investment Management Group
Indiana
$2.85M -$39.2K -1,390 -1%
SAM
50
SignalPoint Asset Management
Missouri
$2.69M -$70.8K -2,510 -3%