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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
AWM
76
AE Wealth Management
Kansas
$661K +$22.1K +760 +4%
NFP
77
Novak Financial Planning
Maryland
$648K +$35.8K +1,230 +6%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$606K -$63.8K -2,190 -10%
GSIS
79
Global Strategic Investment Solutions
Arizona
$602K
WIA
80
World Investment Advisors
California
$572K -$30K -1,030 -5%
IWM
81
IHT Wealth Management
Illinois
$565K +$26.8K +920 +5%
NSIM
82
North Star Investment Management
Illinois
$548K +$20.1K +690 +4%
SPIA
83
Steward Partners Investment Advisory
New York
$523K
GDP
84
Great Diamond Partners
Maine
$513K -$1.48M -50,970 -75%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$504K +$6.99K +240 +1%
EH
86
Equitable Holdings
New York
$491K
SC
87
Savant Capital
Illinois
$445K
LNC
88
Lincoln National Corp
Pennsylvania
$442K -$42.8K -1,470 -9%
BOPW
89
Brandywine Oak Private Wealth
Pennsylvania
$428K -$133K -4,560 -24%
IFG
90
Independent Financial Group
California
$423K +$70.8K +2,430 +21%
GWSG
91
GPS Wealth Strategies Group
Colorado
$421K +$414K +14,200 New
FIM
92
Freedom Investment Management
Connecticut
$408K +$401K +13,770 New
SAM
93
Summit Asset Management
Tennessee
$401K
OC
94
Oppenheimer & Co
New York
$396K -$43.7K -1,500 -10%
BAS
95
Brown Advisory Securities
Maryland
$395K
SWM
96
Spire Wealth Management
Virginia
$388K +$381K +13,080 New
MAFM
97
Mid Atlantic Financial Management
Pennsylvania
$383K +$29.1K +1,000 +8%
Creative Planning
98
Creative Planning
Kansas
$345K -$5.53K -190 -2%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$338K -$142K -4,870 -30%
KBFS
100
Kohmann Bosshard Financial Services
Ohio
$329K