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Invesco S&P 500 Top 50 ETF

211 hedge funds and large institutions have $1.05B invested in Invesco S&P 500 Top 50 ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 213211 (-2)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2.41% less ownership

Funds ownership: 560.46%558.05% (-2.4%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

22% less capital invested

Capital invested by funds: $1.34B → $1.05B (-$290M)

32% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 79

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.55%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
23
Increased
54
Reduced
79
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
76
Baker Avenue Asset Management
California
$1.06M -$373K -11,960 -24%
OIA
77
OneDigital Investment Advisors
Kansas
$1.06M -$150K -4,800 -11%
SHA
78
Seneca House Advisors
Virginia
$1.05M -$47.1K -1,510 -4%
WAM
79
Walker Asset Management
Missouri
$1.03M +$137K +4,390 +14%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$1.02M +$328K +10,530 +42%
GT
81
Greenleaf Trust
Michigan
$1.01M
NFG
82
Nations Financial Group
Iowa
$987K -$94.4K -3,030 -8%
Jane Street
83
Jane Street
New York
$975K +$424K +13,610 +67%
SFS
84
Sowell Financial Services
Arkansas
$936K +$11.1M +357,690 New
AWM
85
Aspire Wealth Management
Massachusetts
$888K +$31.2K +1,000 +3%
GA
86
GFS Advisors
Texas
$865K -$15.6K -500 -2%
NFSG
87
Newbridge Financial Services Group
Florida
$865K +$704K +22,600 +297%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$853K -$1.16M -37,210 -56%
BAM
89
Belpointe Asset Management
Nevada
$842K -$297K -9,530 -24%
US Bancorp
90
US Bancorp
Minnesota
$816K -$482K -15,470 -35%
AWM
91
AE Wealth Management
Kansas
$762K +$506K +16,230 +157%
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$745K -$381K -12,220 -32%
IWC
93
Integrated Wealth Concepts
Massachusetts
$729K +$793K +25,440 New
MA
94
Mutual Advisors
Nebraska
$691K -$6.86K -220 -0.9%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$666K
5L
96
55I LLC
Massachusetts
$665K +$518K +16,620 +253%
BCM
97
Brookstone Capital Management
Illinois
$664K -$3.38M -108,550 -83%
DC
98
Darrow Company
Massachusetts
$616K -$4.05K -130 -0.6%
SWM
99
Selective Wealth Management
Virginia
$603K
CWA
100
Capital Wealth Alliance
Arizona
$601K +$168K +5,400 +35%