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Invesco S&P 500 Top 50 ETF

182 hedge funds and large institutions have $992M invested in Invesco S&P 500 Top 50 ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 50

10% more capital invested

Capital invested by funds: $901M → $992M (+$91M)

5% more funds holding

Funds holding: 173182 (+9)

0.29% less ownership

Funds ownership: 523.22%522.93% (-0.29%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
182
Holders Change
+9
Holders Change %
+5.2%
% of All Funds
3.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
62
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
101
Brandywine Oak Private Wealth
Pennsylvania
$375K -$90.6K -2,890 -20%
KBFS
102
Kohmann Bosshard Financial Services
Ohio
$361K
Creative Planning
103
Creative Planning
Kansas
$357K -$20.7K -660 -6%
MSFS
104
Main Street Financial Solutions
Pennsylvania
$338K
MFP
105
Meridian Financial Partners
Virginia
$337K -$10K -320 -3%
FWA
106
FOCUS Wealth Advisors
Texas
$333K -$8.13M -259,220 -96%
KLI
107
Kelman-Lazarov Inc
Tennessee
$325K
FGAM
108
Financial Gravity Asset Management
Texas
$325K +$3.45K +110 New
KA
109
Kovack Advisors
Florida
$318K +$23.2K +740 +8%
BG
110
Benedetti & Gucer
Georgia
$306K +$69.3K +2,210 +31%
MIA
111
MainStreet Investment Advisors
Illinois
$296K
MPWT
112
MassMutual Private Wealth & Trust
Connecticut
$296K
SMC
113
Smith, Moore & Co
Missouri
$288K -$31.4K -1,000 -10%
Marshall Wace
114
Marshall Wace
United Kingdom
$287K +$276K +8,810 New
EFS
115
Essex Financial Services
Connecticut
$286K
MA
116
MONECO Advisors
Connecticut
$279K +$25.1K +800 +10%
PFPT
117
Pinnacle Financial Partners (Tennessee)
Tennessee
$277K
PWA
118
Pinnacle Wealth Advisors
Tennessee
$277K +$267K +8,500 New
SIC
119
Samalin Investment Counsel
New York
$273K -$7.53K -240 -3%
FAIM
120
Financial Advocates Investment Management
Washington
$266K
SWA
121
Sutton Wealth Advisors
Florida
$265K -$11K -350 -4%
GFPC
122
Global Financial Private Client
Florida
$262K
ECM
123
Evergreen Capital Management
Washington
$261K
5L
124
55I LLC
Massachusetts
$260K +$251K +7,990 New
William Blair & Company
125
William Blair & Company
Illinois
$259K