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Invesco S&P 500 Top 50 ETF

193 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 Top 50 ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

73% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 44

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more capital invested

Capital invested by funds: $992M → $1.12B (+$127M)

12.57% more ownership

Funds ownership: 522.93%535.5% (+13%)

6% more funds holding

Funds holding: 182193 (+11)

Holders
193
Holders Change
+11
Holders Change %
+6.04%
% of All Funds
3.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
25
Increased
76
Reduced
44
Closed
10
Calls
$200K
Puts
Net Calls
+$200K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
101
Lincoln National Corp
Pennsylvania
$493K +$339 +10 +0.1%
5L
102
55I LLC
Massachusetts
$487K +$229K +6,760 +85%
MAFM
103
Mid Atlantic Financial Management
Pennsylvania
$485K +$1.69K +50 +0.3%
IFG
104
Independent Financial Group
California
$457K -$15.6K -460 -3%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$453K -$21.7K -640 -4%
OC
106
Oppenheimer & Co
New York
$447K -$677 -20 -0.1%
SAM
107
Summit Asset Management
Tennessee
$446K
SC
108
Savant Capital
Illinois
$438K -$58.3K -1,720 -11%
FIM
109
Freedom Investment Management
Connecticut
$433K -$11.2K -330 -2%
SPIA
110
Steward Partners Investment Advisory
New York
$424K -$164K -4,830 -27%
BAS
111
Brown Advisory Securities
Maryland
$408K
MA
112
MONECO Advisors
Connecticut
$408K +$129K +3,800 +44%
Creative Planning
113
Creative Planning
Kansas
$388K +$27.1K +800 +7%
BOPW
114
Brandywine Oak Private Wealth
Pennsylvania
$381K
KBFS
115
Kohmann Bosshard Financial Services
Ohio
$366K
SC
116
Soundwatch Capital
Connecticut
$360K +$369K +10,900 New
MFP
117
Meridian Financial Partners
Virginia
$356K +$15.2K +450 +4%
KA
118
Kovack Advisors
Florida
$353K +$31.5K +930 +10%
MSFS
119
Main Street Financial Solutions
Pennsylvania
$343K
EH
120
Equitable Holdings
New York
$337K -$144K -4,250 -29%
GSIS
121
Global Strategic Investment Solutions
Arizona
$330K -$348K -10,280 -51%
FGAM
122
Financial Gravity Asset Management
Texas
$330K
KLI
123
Kelman-Lazarov Inc
Tennessee
$330K
BG
124
Benedetti & Gucer
Georgia
$319K +$9.14K +270 +3%
EFS
125
Essex Financial Services
Connecticut
$316K -$2.71K -80 -0.8%