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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
LNC
101
Lincoln National Corp
Pennsylvania
$475K +$173K +5,750 +48%
HCP
102
Holt Capital Partners
Texas
$455K -$30.2K -1,000 -6%
IA
103
IFG Advisory
Georgia
$444K +$70.9K +2,350 +17%
Citigroup
104
Citigroup
New York
$439K
MCC
105
Money Concepts Capital
Florida
$436K -$34.1K -1,130 -7%
NA
106
NewEdge Advisors
Louisiana
$436K -$8.45K -280 -2%
CWA
107
Capital Wealth Alliance
Arizona
$418K -$164K -5,450 -26%
BWL
108
Bogart Wealth LLC
Virginia
$417K +$329K +10,910 +239%
AF
109
Advisornet Financial
Minnesota
$408K -$73.9K -2,450 -14%
WIA
110
World Investment Advisors
California
$408K +$52.8K +1,750 +13%
RC
111
RegentAtlantic Capital
New Jersey
$406K +$229K +7,600 +101%
ZIMP
112
Zimmermann Investment Management & Planning
Pennsylvania
$399K -$964K -31,970 -68%
SWM
113
Selective Wealth Management
Virginia
$383K -$205K -6,800 -32%
Creative Planning
114
Creative Planning
Kansas
$377K -$8.45K -280 -2%
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$364K +$137K +4,550 +51%
SAM
116
Summit Asset Management
Tennessee
$359K
OPS
117
Orion Portfolio Solutions
Nebraska
$358K -$29.6K -980 -7%
AC
118
Avant Capital
Louisiana
$358K +$1.51K +50 +0.4%
EH
119
Equitable Holdings
New York
$356K +$57.3K +1,900 +17%
SOS
120
Silver Oak Securities
Tennessee
$352K +$3.13M +103,640 New
DADC
121
D.A. Davidson & Co
Montana
$330K +$370K +12,260 New
JIC
122
Joel Isaacson & Co
New York
$327K
SIC
123
Samalin Investment Counsel
New York
$325K +$62.7K +2,080 +21%
SWM
124
Spire Wealth Management
Virginia
$318K -$36.2K -1,200 -9%
F4L
125
Fortune 45 LLC
Louisiana
$300K -$4.9M -162,340 -94%