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Invesco S&P 500 Top 50 ETF

211 hedge funds and large institutions have $1.05B invested in Invesco S&P 500 Top 50 ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 213211 (-2)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2.41% less ownership

Funds ownership: 560.46%558.05% (-2.4%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

22% less capital invested

Capital invested by funds: $1.34B → $1.05B (-$290M)

32% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 79

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.55%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
23
Increased
54
Reduced
79
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
51
Flow Traders U.S.
New York
$2.31M -$618K -19,840 -20%
KAS
52
Kestra Advisory Services
Texas
$2.3M -$1.51M -48,390 -38%
TCA
53
Transcend Capital Advisors
New Jersey
$2.17M +$1.25K +40 +0.1%
IF
54
Intrua Financial
Texas
$2.1M -$932K -29,900 -29%
KIA
55
KCM Investment Advisors
California
$2.03M -$31.2K -1,000 -1%
VNB
56
Virginia National Bank
Virginia
$2.02M -$717K -23,010 -25%
FAIM
57
Financial Advocates Investment Management
Washington
$1.98M -$321K -10,310 -13%
D
58
Diversified
Delaware
$1.97M -$309K -9,900 -13%
APW
59
Aurora Private Wealth
New Jersey
$1.82M -$65.8K -2,110 -3%
IFWM
60
Institute for Wealth Management
Colorado
$1.78M
SAF
61
Smith Anglin Financial
Texas
$1.75M -$70.1K -2,250 -4%
CAN
62
Cetera Advisor Networks
California
$1.7M +$1.1M +35,180 +145%
LFA
63
Laraway Financial Advisors
Minnesota
$1.68M -$9.35K -300 -0.5%
LB
64
Leo Brokerage
Texas
$1.68M +$619K +19,860 +51%
AAS
65
Ameritas Advisory Services
Nebraska
$1.65M -$1.25M -40,200 -41%
PAG
66
Private Advisory Group
Washington
$1.54M +$1.67M +53,650 New
SPC
67
Sigma Planning Corp
Michigan
$1.51M -$188K -6,040 -10%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.5M +$19.6K +630 +1%
HighTower Advisors
69
HighTower Advisors
Illinois
$1.46M -$13.4K -430 -0.8%
APA
70
American Portfolios Advisors
New York
$1.37M +$697K +22,350 +88%
ZIMP
71
Zimmermann Investment Management & Planning
Pennsylvania
$1.34M -$43.9K -1,410 -3%
TFS
72
Thoroughbred Financial Services
Tennessee
$1.28M -$37.7K -1,210 -3%
NRI
73
NFP Retirement Inc
California
$1.22M -$9.04K -290 -0.7%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$1.12M
OCM
75
One Capital Management
California
$1.09M +$1.19M +38,250 New