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Invesco S&P 500 Top 50 ETF

173 hedge funds and large institutions have $901M invested in Invesco S&P 500 Top 50 ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

3% more funds holding

Funds holding: 168173 (+5)

3% less capital invested

Capital invested by funds: $929M → $901M (-$27.4M)

8.97% less ownership

Funds ownership: 532.2%523.22% (-9%)

29% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 65

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
173
Holders Change
+5
Holders Change %
+2.98%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
23
Increased
46
Reduced
65
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
51
Aurora Private Wealth
New Jersey
$1.89M +$196K +6,740 +12%
IFWM
52
Institute for Wealth Management
Colorado
$1.85M -$6.7K -230 -0.4%
FFN
53
Focus Financial Network
Minnesota
$1.82M -$2.08M -71,240 -54%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$1.77M -$1.38M -47,500 Closed
GVAG
55
Great Valley Advisor Group
Delaware
$1.73M -$120K -4,120 -7%
AF
56
Apexium Financial
Texas
$1.72M +$74.3K +2,550 +5%
SHA
57
Seneca House Advisors
Virginia
$1.64M -$410K -14,080 -20%
BCM
58
Brookstone Capital Management
Illinois
$1.58M -$3.69M -126,720 -70%
AF
59
Advisornet Financial
Minnesota
$1.5M -$121K -4,160 -8%
JP Morgan Chase
60
JP Morgan Chase
New York
$1.36M -$555K -19,060 -29%
SPC
61
Sigma Planning Corp
Michigan
$1.35M -$25.3K -870 -2%
OIA
62
OneDigital Investment Advisors
Kansas
$1.3M -$179K -6,130 -12%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$1.29M
AI
64
Atria Investments
North Carolina
$1.27M -$162K -5,560 -12%
BAAM
65
Baker Avenue Asset Management
California
$1.21M -$62.9K -2,160 -5%
FTUS
66
Flow Traders U.S.
New York
$1.2M -$1.53M -52,360 -56%
TFS
67
Thoroughbred Financial Services
Tennessee
$1.18M -$20.1K -690 -2%
NFG
68
Nations Financial Group
Iowa
$1.1M +$58.3K +2,000 +6%
GT
69
Greenleaf Trust
Michigan
$1.04M
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01M -$52.7K -1,810 -5%
IA
71
IFP Advisors
Florida
$942K -$181K -6,200 -16%
HCP
72
Holt Capital Partners
Texas
$807K
NRI
73
NFP Retirement Inc
California
$712K +$38.4K +1,320 +6%
Citigroup
74
Citigroup
New York
$700K +$43.1K +1,480 +7%
MA
75
Mutual Advisors
Nebraska
$687K -$119K -4,080 -15%