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Invesco S&P 500 Top 50 ETF

233 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, 82 reducing their positions, and 23 closing their positions.

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
3.72%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
36
Increased
79
Reduced
82
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
26
Segment Wealth Management
Texas
$8.4M -$216K -6,365 -3%
DADC
27
D.A. Davidson & Co
Montana
$7.65M -$130K -3,824 -2%
MML Investors Services
28
MML Investors Services
Massachusetts
$7.55M -$845K -24,876 -10%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$7.51M -$69.8M -2,054,729 -90%
CAP
30
Columbia Advisory Partners
Washington
$7.3M -$287K -8,441 -4%
GRP
31
Global Retirement Partners
California
$6.89M -$37.7K -1,106 -0.5%
FFA
32
Farther Finance Advisors
California
$6.8M -$256K -7,547 -4%
CF
33
Centaurus Financial
California
$6.75M +$4.17M +122,807 +162%
PWP
34
Principle Wealth Partners
Connecticut
$6.72M +$6.72M +198,013 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$6.26M +$592K +17,422 +10%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$6.24M -$366K -10,785 -6%
JIC
37
Johnson Investment Counsel
Ohio
$6.13M +$262K +7,722 +4%
MIFH
38
Migdal Insurance & Financial Holdings
Israel
$6.06M -$1.02M -29,905 -14%
CWM
39
Cedar Wealth Management
California
$6.05M +$9.88K +291 +0.2%
AAS
40
Asset Allocation Strategies
Michigan
$5.62M +$312K +9,187 +6%
CPRC
41
Consolidated Portfolio Review Corp
New York
$5.03M +$347K +10,225 +7%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$4.99M +$524K +15,429 +12%
Two Sigma Investments
43
Two Sigma Investments
New York
$4.83M +$4.83M +142,300 New
HSBC Holdings
44
HSBC Holdings
United Kingdom
$4.65M -$525K
PAG
45
Private Advisor Group
New Jersey
$4.6M -$91.1K -2,682 -2%
ACA
46
Aspire Capital Advisors
Washington
$4.6M +$417K +12,268 +10%
JWM
47
Jackson Wealth Management
Florida
$4.58M +$217K +6,384 +5%
CGA
48
Crescent Grove Advisors
Illinois
$4.42M -$95K -2,796 -2%
MFG
49
Merit Financial Group
Georgia
$4.13M +$162K +4,781 +4%
PFA
50
Pinnacle Family Advisors
Missouri
$4.03M +$4.03M +118,721 New