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Invesco S&P 500 Top 50 ETF

205 hedge funds and large institutions have $1.21B invested in Invesco S&P 500 Top 50 ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $1B → $1.21B (+$207M)

0% more funds holding

Funds holding: 204205 (+1)

4.66% less ownership

Funds ownership: 545.64%540.98% (-4.7%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

Holders
205
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
22
Increased
61
Reduced
77
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
51
Stratos Wealth Advisors
Ohio
$2.68M +$121K +4,300 +5%
AAS
52
Ameritas Advisory Services
Nebraska
$2.67M +$884K +31,330 +48%
AWM
53
Avior Wealth Management
Nebraska
$2.14M +$2.18M +77,430 +7,743%
GVAG
54
Great Valley Advisor Group
Delaware
$2.13M -$51.6K -1,830 -2%
TCA
55
Transcend Capital Advisors
New Jersey
$2.09M +$846 +30 +0%
KIA
56
KCM Investment Advisors
California
$1.95M -$2.82K -100 -0.1%
CAN
57
Cetera Advisor Networks
California
$1.89M -$457K -16,210 -19%
Jane Street
58
Jane Street
New York
$1.85M +$278K +9,840 +17%
APW
59
Aurora Private Wealth
New Jersey
$1.77M +$4.51K +160 +0.3%
IFWM
60
Institute for Wealth Management
Colorado
$1.69M -$28.2K -1,000 -2%
KAS
61
Kestra Advisory Services
Texas
$1.64M -$183K -6,500 -10%
TFS
62
Thoroughbred Financial Services
Tennessee
$1.56M +$325K +11,520 +25%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.56M +$81K +2,870 +5%
LFA
64
Laraway Financial Advisors
Minnesota
$1.54M -$66.6K -2,360 -4%
MFG
65
Merit Financial Group
Georgia
$1.5M +$1.54M +54,500 New
HighTower Advisors
66
HighTower Advisors
Illinois
$1.48M +$110K +3,890 +8%
GIA
67
Goodwin Investment Advisory
Georgia
$1.33M -$2.27M -80,380 -63%
OCM
68
One Capital Management
California
$1.28M -$638K -22,620 -33%
D
69
Diversified
Delaware
$1.25M -$69.1K -2,450 -5%
Mariner
70
Mariner
Kansas
$1.24M -$9.59K -340 -0.8%
SAF
71
Smith Anglin Financial
Texas
$1.16M -$406K -14,400 -26%
AWM
72
Aspire Wealth Management
Massachusetts
$1.11M -$31.3K -1,110 -3%
TRCT
73
Tower Research Capital (TRC)
New York
$1.05M +$1.02M +36,300 +2,028%
WAM
74
Walker Asset Management
Missouri
$1.04M
OIA
75
OneDigital Investment Advisors
Kansas
$1.01M -$2.26K -80 -0.2%