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Invesco S&P 500 Top 50 ETF

182 hedge funds and large institutions have $992M invested in Invesco S&P 500 Top 50 ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 50

10% more capital invested

Capital invested by funds: $901M → $992M (+$91M)

5% more funds holding

Funds holding: 173182 (+9)

0.29% less ownership

Funds ownership: 523.22%522.93% (-0.29%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
182
Holders Change
+9
Holders Change %
+5.2%
% of All Funds
3.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
62
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$1.78M +$290K +9,250 +20%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$1.7M
HighTower Advisors
53
HighTower Advisors
Illinois
$1.69M -$553K -17,640 -25%
SHA
54
Seneca House Advisors
Virginia
$1.63M -$165K -5,250 -10%
AI
55
Atria Investments
North Carolina
$1.5M +$109K +3,480 +8%
AF
56
Advisornet Financial
Minnesota
$1.48M -$158K -5,050 -10%
JP Morgan Chase
57
JP Morgan Chase
New York
$1.47M -$22.3K -710 -2%
OIA
58
OneDigital Investment Advisors
Kansas
$1.39M -$27K -860 -2%
BAAM
59
Baker Avenue Asset Management
California
$1.39M +$67.7K +2,160 +5%
GWSG
60
GPS Wealth Strategies Group
Colorado
$1.37M +$877K +27,970 +197%
TFS
61
Thoroughbred Financial Services
Tennessee
$1.29M
BCM
62
Brookstone Capital Management
Illinois
$1.28M -$476K -15,190 -28%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.16M -$1.2M -38,310 -52%
GT
64
Greenleaf Trust
Michigan
$1.15M
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.14M +$26.7K +850 +2%
NFG
66
Nations Financial Group
Iowa
$1.11M -$95.6K -3,050 -8%
IA
67
IFP Advisors
Florida
$1M -$29.8K -950 -3%
Barclays
68
Barclays
United Kingdom
$916K +$882K +28,140 New
NRI
69
NFP Retirement Inc
California
$860K +$75.6K +2,410 +10%
HCP
70
Holt Capital Partners
Texas
$809K -$73.7K -2,350 -9%
Citigroup
71
Citigroup
New York
$787K +$18.2K +580 +2%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$782K +$754K +24,040 New
MA
73
Mutual Advisors
Nebraska
$760K +$5.64K +180 +0.8%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$756K +$87.2K +2,780 +14%
NFP
75
Novak Financial Planning
Maryland
$724K +$12.9K +410 +2%