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Invesco S&P 500 Top 50 ETF

204 hedge funds and large institutions have $1B invested in Invesco S&P 500 Top 50 ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

5% less capital invested

Capital invested by funds: $1.05B → $1B (-$52.5M)

3% less funds holding

Funds holding: 211204 (-7)

12.41% less ownership

Funds ownership: 558.05%545.64% (-12%)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
204
Holders Change
-7
Holders Change %
-3.32%
% of All Funds
3.51%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.21%
New
14
Increased
74
Reduced
67
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
51
Stratos Wealth Advisors
Ohio
$2.5M +$125K +4,130 +5%
GWM
52
Geneos Wealth Management
Colorado
$2.29M +$2.2M +72,920 +601%
CAN
53
Cetera Advisor Networks
California
$2.28M +$759K +25,150 +42%
GVAG
54
Great Valley Advisor Group
Delaware
$2.13M -$78.4K -2,600 -3%
TCA
55
Transcend Capital Advisors
New Jersey
$2.04M +$2.11K +70 +0.1%
IF
56
Intrua Financial
Texas
$1.98M +$15.4K +510 +0.7%
KIA
57
KCM Investment Advisors
California
$1.91M
OCM
58
One Capital Management
California
$1.85M +$924K +30,630 +80%
KAS
59
Kestra Advisory Services
Texas
$1.78M -$428K -14,200 -18%
AAS
60
Ameritas Advisory Services
Nebraska
$1.76M +$244K +8,100 +14%
APW
61
Aurora Private Wealth
New Jersey
$1.72M +$11.5K +380 +0.6%
IFWM
62
Institute for Wealth Management
Colorado
$1.67M -$5.73K -190 -0.3%
LFA
63
Laraway Financial Advisors
Minnesota
$1.56M -$12.1K -400 -0.7%
Jane Street
64
Jane Street
New York
$1.53M +$694K +23,000 +68%
SAF
65
Smith Anglin Financial
Texas
$1.52M -$145K -4,810 -8%
AWM
66
Axxcess Wealth Management
California
$1.48M +$1.66M +55,120 New
Citadel Advisors
67
Citadel Advisors
Florida
$1.48M -$1.25M -41,580 -43%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.45M +$42.8K +1,420 +3%
FSA
69
Financial Services Advisory
Maryland
$1.37M +$1.53M +50,750 New
HighTower Advisors
70
HighTower Advisors
Illinois
$1.33M -$41.3K -1,370 -3%
SPC
71
Sigma Planning Corp
Michigan
$1.33M -$95.6K -3,170 -6%
D
72
Diversified
Delaware
$1.28M -$642K -21,270 -31%
APA
73
American Portfolios Advisors
New York
$1.27M -$22.6K -750 -2%
Marshall Wace
74
Marshall Wace
United Kingdom
$1.23M +$1.38M +45,810 New
Mariner
75
Mariner
Kansas
$1.22M +$1.37M +45,270 New