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Invesco S&P 500 Top 50 ETF

205 hedge funds and large institutions have $1.21B invested in Invesco S&P 500 Top 50 ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $1B → $1.21B (+$207M)

0% more funds holding

Funds holding: 204205 (+1)

4.66% less ownership

Funds ownership: 545.64%540.98% (-4.7%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

Holders
205
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
22
Increased
61
Reduced
77
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRI
76
NFP Retirement Inc
California
$1.01M -$194K -6,870 -16%
SPC
77
Sigma Planning Corp
Michigan
$1.01M -$365K -12,930 -26%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$979K -$3.18M -112,860 -76%
MA
79
Mutual Advisors
Nebraska
$976K +$282K +9,990 +39%
GT
80
Greenleaf Trust
Michigan
$972K
GWM
81
Geneos Wealth Management
Colorado
$939K -$1.44M -51,010 -60%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$881K +$81K +2,870 +10%
SHA
83
Seneca House Advisors
Virginia
$864K -$160K -5,680 -15%
NFSG
84
Newbridge Financial Services Group
Florida
$824K -$8.46K -300 -1%
VNB
85
Virginia National Bank
Virginia
$782K -$117K -4,140 -13%
FPGT
86
Financial Partners Group (Tennessee)
Tennessee
$766K +$783K +27,740 New
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$738K +$20K +710 +3%
GA
88
GFS Advisors
Texas
$726K -$16.9K -600 -2%
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$719K -$1.13K -40 -0.2%
BCM
90
Brookstone Capital Management
Illinois
$701K -$334K -11,830 -32%
BAM
91
Belpointe Asset Management
Nevada
$700K -$20K -710 -3%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$685K -$7.05K -250 -1%
NFG
93
Nations Financial Group
Iowa
$663K -$222K -7,870 -25%
Goldman Sachs
94
Goldman Sachs
New York
$633K +$134K +4,750 +26%
CWA
95
Capital Wealth Alliance
Arizona
$580K +$155K +5,480 +35%
NSIM
96
North Star Investment Management
Illinois
$530K -$9.31K -330 -2%
US Bancorp
97
US Bancorp
Minnesota
$516K -$103K -3,660 -16%
DC
98
Darrow Company
Massachusetts
$514K -$25.7K -910 -5%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$504K -$6.21K -220 -1%
AWM
100
AE Wealth Management
Kansas
$504K -$41.2K -1,460 -7%