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Invesco S&P 500 Top 50 ETF

172 hedge funds and large institutions have $901M invested in Invesco S&P 500 Top 50 ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+5
Holders Change %
+2.99%
% of All Funds
3.03%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
23
Increased
45
Reduced
65
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
101
Cerity Partners
New York
$320K
MSFS
102
Main Street Financial Solutions
Pennsylvania
$308K +$5.04K +170 +2%
GWM
103
Geneos Wealth Management
Colorado
$307K -$94K -3,000 -23%
NL
104
NVWM LLC
Pennsylvania
$299K +$14.5K +490 +5%
KLI
105
Kelman-Lazarov Inc
Tennessee
$297K
SMC
106
Smith, Moore & Co
Missouri
$292K -$11.9K -400 -4%
RCA
107
Reitz Capital Advisors
Michigan
$286K -$8.02K -270 -3%
EFS
108
Essex Financial Services
Connecticut
$286K
MIA
109
MainStreet Investment Advisors
Illinois
$270K
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$270K
KA
111
Kovack Advisors
Florida
$268K -$2.56M -86,280 -91%
SIC
112
Samalin Investment Counsel
New York
$255K +$255K +8,620 New
PFP
113
Pinnacle Financial Partners
Tennessee
$252K
SWA
114
Sutton Wealth Advisors
Florida
$251K
HAS
115
HBW Advisory Services
California
$248K -$21.1K -710 -8%
BFC
116
Bedel Financial Consulting
Indiana
$247K +$247K +8,320 New
FAIM
117
Financial Advocates Investment Management
Washington
$242K -$17.5K -590 -7%
GFPC
118
Global Financial Private Client
Florida
$240K
AAS
119
Avantax Advisory Services
Texas
$239K +$239K +8,050 New
ECM
120
Evergreen Capital Management
Washington
$238K
William Blair & Company
121
William Blair & Company
Illinois
$236K
AIC
122
Ameritas Investment Company
Nebraska
$234K +$234K +7,880 New
MA
123
MONECO Advisors
Connecticut
$230K -$2.96K -100 -1%
IC
124
IEQ Capital
California
$220K +$220K +7,410 New
BG
125
Benedetti & Gucer
Georgia
$214K +$214K +7,210 New