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Invesco S&P 500 Top 50 ETF

193 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 Top 50 ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

73% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 44

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more capital invested

Capital invested by funds: $992M → $1.12B (+$127M)

12.57% more ownership

Funds ownership: 522.93%535.5% (+13%)

6% more funds holding

Funds holding: 182193 (+11)

Holders
193
Holders Change
+11
Holders Change %
+6.04%
% of All Funds
3.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
25
Increased
76
Reduced
44
Closed
10
Calls
$200K
Puts
Net Calls
+$200K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
SHA
76
Seneca House Advisors
Virginia
$1.32M -$342K -10,110 -20%
TFS
77
Thoroughbred Financial Services
Tennessee
$1.31M
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.22M +$72.8K +2,150 +6%
NRI
79
NFP Retirement Inc
California
$1.19M +$331K +9,770 +37%
GT
80
Greenleaf Trust
Michigan
$1.16M
NFG
81
Nations Financial Group
Iowa
$1.12M -$8.47K -250 -0.7%
KM
82
Kalos Management
Georgia
$987K +$918K +27,110 New
IA
83
IFP Advisors
Florida
$977K -$43.7K -1,290 -4%
NL
84
NVWM LLC
Pennsylvania
$832K +$675K +19,940 +378%
HCP
85
Holt Capital Partners
Texas
$820K
MA
86
Mutual Advisors
Nebraska
$771K +$339 +10 +0%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$766K
GM
88
GeoWealth Management
Illinois
$750K +$769K +22,720 New
AF
89
Allworth Financial
California
$734K +$754K +22,250 New
Renaissance Technologies
90
Renaissance Technologies
New York
$726K +$271K +8,000 +57%
NSIM
91
North Star Investment Management
Illinois
$707K +$677 +20 +0.1%
SWM
92
Selective Wealth Management
Virginia
$694K +$461K +13,620 +184%
AA
93
Advisory Alpha
Michigan
$692K +$710K +20,960 New
WIA
94
World Investment Advisors
California
$615K
GDP
95
Great Diamond Partners
Maine
$561K
Citigroup
96
Citigroup
New York
$531K -$274K -8,080 -33%
CAN
97
Cetera Advisor Networks
California
$529K -$5.42K -160 -1%
GA
98
GFS Advisors
Texas
$516K +$530K +15,650 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$502K +$339 +10 +0.1%
SWM
100
Spire Wealth Management
Virginia
$497K +$1.02K +30 +0.2%