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Invesco S&P 500 Top 50 ETF

204 hedge funds and large institutions have $1B invested in Invesco S&P 500 Top 50 ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

5% less capital invested

Capital invested by funds: $1.05B → $1B (-$52.5M)

3% less funds holding

Funds holding: 211204 (-7)

12.41% less ownership

Funds ownership: 558.05%545.64% (-12%)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
204
Holders Change
-7
Holders Change %
-3.32%
% of All Funds
3.51%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.21%
New
14
Increased
74
Reduced
67
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
76
Thoroughbred Financial Services
Tennessee
$1.22M +$12.1K +400 +0.9%
NRI
77
NFP Retirement Inc
California
$1.17M +$24.4K +810 +2%
AWM
78
Aspire Wealth Management
Massachusetts
$1.11M +$310K +10,270 +33%
BAAM
79
Baker Avenue Asset Management
California
$1.05M +$62.4K +2,070 +6%
WAM
80
Walker Asset Management
Missouri
$1.01M +$50.1K +1,660 +5%
SHA
81
Seneca House Advisors
Virginia
$995K +$13K +430 +1%
BCM
82
Brookstone Capital Management
Illinois
$988K +$447K +14,820 +67%
OIA
83
OneDigital Investment Advisors
Kansas
$986K -$12.7K -420 -1%
GT
84
Greenleaf Trust
Michigan
$948K
VNB
85
Virginia National Bank
Virginia
$874K -$1.15M -38,200 -54%
NFG
86
Nations Financial Group
Iowa
$859K -$76.9K -2,550 -7%
NFSG
87
Newbridge Financial Services Group
Florida
$812K -$1.51K -50 -0.2%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$782K -$198K -6,550 -18%
GA
89
GFS Advisors
Texas
$724K -$99.5K -3,300 -11%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$712K -$114K -3,790 -13%
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$703K +$3.62K +120 +0.5%
BAM
92
Belpointe Asset Management
Nevada
$701K -$100K -3,330 -11%
MA
93
Mutual Advisors
Nebraska
$683K +$38.6K +1,280 +5%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$675K +$55.5K +1,840 +8%
US Bancorp
95
US Bancorp
Minnesota
$602K -$185K -6,120 -21%
AWM
96
AE Wealth Management
Kansas
$532K -$206K -6,840 -26%
DC
97
Darrow Company
Massachusetts
$526K -$59.4K -1,970 -9%
NSIM
98
North Star Investment Management
Illinois
$526K +$603 +20 +0.1%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$498K -$51.9K -1,720 -9%
Goldman Sachs
100
Goldman Sachs
New York
$489K +$181K +6,000 +49%