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Invesco S&P 500 Top 50 ETF

209 hedge funds and large institutions have $1B invested in Invesco S&P 500 Top 50 ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+5
Holders Change %
+2.45%
% of All Funds
3.35%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
29
Increased
56
Reduced
80
Closed
16
Calls
$4.32M
Puts
$31K
Net Calls
+$4.29M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$7.03M -$446K -14,360 -6%
CAP
27
Columbia Advisory Partners
Washington
$7M -$99.1K -3,190 -1%
RJA
28
Raymond James & Associates
Florida
$6.7M -$3.97M -127,720 -37%
GRP
29
Global Retirement Partners
California
$6.38M -$51.1K -1,630 -0.8%
DADC
30
D.A. Davidson & Co
Montana
$5.68M +$5.3M +170,540 +1,391%
CWM
31
Cedar Wealth Management
California
$5.51M -$926K -29,820 -14%
JIC
32
Johnson Investment Counsel
Ohio
$5.44M -$215K -6,920 -4%
Stifel Financial
33
Stifel Financial
Missouri
$5.4M -$667K -21,470 -11%
FAIM
34
Financial Advocates Investment Management
Washington
$4.42M +$601K +19,340 +16%
PAG
35
Private Advisor Group
New Jersey
$4.25M +$878K +28,260 +26%
CGA
36
Crescent Grove Advisors
Illinois
$4.13M -$30.7K -990 -0.7%
ACA
37
Aspire Capital Advisors
Washington
$4M +$118K +3,810 +3%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$3.88M -$11.1M
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$3.78M -$3.49M -112,230 -48%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$3.73M -$289K -9,310 -7%
CPRC
41
Consolidated Portfolio Review Corp
New York
$3.7M +$3.7M +119,010 New
IWC
42
Integrated Wealth Concepts
Massachusetts
$3.61M +$169K +5,440 +5%
MFG
43
Merit Financial Group
Georgia
$3.41M +$1.72M +55,440 +102%
SMA
44
Sage Mountain Advisors
Georgia
$3.39M -$82.6K -2,660 -2%
CF
45
Centaurus Financial
California
$3.25M -$351K -11,290 -10%
Truist Financial
46
Truist Financial
North Carolina
$3.18M -$502K -16,160 -14%
CA
47
Cetera Advisors
Colorado
$3.09M -$181K -5,820 -6%
DAS
48
Dynamic Advisor Solutions
Arizona
$3.09M +$3.09M +99,500 New
SAM
49
SignalPoint Asset Management
Missouri
$3.07M +$39.1K +1,260 +1%
LB
50
Leo Brokerage
Texas
$2.99M +$2.99M +96,160 New