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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
TRCT
76
Tower Research Capital (TRC)
New York
$718K +$660K +21,060 +2,106%
AIC
77
Ameritas Investment Company
Nebraska
$707K -$106K -3,390 -43%
NSIM
78
North Star Investment Management
Illinois
$696K +$91.6K +2,920 +16%
GSIS
79
Global Strategic Investment Solutions
Arizona
$660K
Citadel Advisors
80
Citadel Advisors
Florida
$633K -$2.27M -72,330 -79%
WIA
81
World Investment Advisors
California
$607K
IWM
82
IHT Wealth Management
Illinois
$591K -$27.9K -890 -5%
SPIA
83
Steward Partners Investment Advisory
New York
$576K +$1.25K +40 +0.2%
GDP
84
Great Diamond Partners
Maine
$553K -$9.41K -300 -2%
CAN
85
Cetera Advisor Networks
California
$527K +$508K +16,200 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$495K -$56.1K -1,790 -11%
SWM
87
Spire Wealth Management
Virginia
$490K +$61.5K +1,960 +15%
SC
88
Savant Capital
Illinois
$488K
ACM
89
Avalon Capital Management
California
$488K +$470K +15,000 New
LNC
90
Lincoln National Corp
Pennsylvania
$486K +$627 +20 +0.1%
MAFM
91
Mid Atlantic Financial Management
Pennsylvania
$477K +$54.9K +1,750 +14%
EH
92
Equitable Holdings
New York
$471K -$65.5K -2,090 -13%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$468K +$93.1K +2,970 +26%
IFG
94
Independent Financial Group
California
$466K +$1.88K +60 +0.4%
Renaissance Technologies
95
Renaissance Technologies
New York
$456K +$439K +14,000 New
OC
96
Oppenheimer & Co
New York
$441K +$6.58K +210 +2%
SAM
97
Summit Asset Management
Tennessee
$440K
FIM
98
Freedom Investment Management
Connecticut
$438K -$9.72K -310 -2%
BAS
99
Brown Advisory Securities
Maryland
$401K -$31K -990 -7%
DAS
100
Dynamic Advisor Solutions
Arizona
$377K +$363K +11,570 New