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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
NA
101
NewEdge Advisors
Louisiana
$498K +$55.3K +1,960 +12%
LNC
102
Lincoln National Corp
Pennsylvania
$487K +$564 +20 +0.1%
IA
103
IFG Advisory
Georgia
$473K +$17.8K +630 +4%
TC
104
Trilogy Capital
California
$460K +$470K +16,670 New
Citigroup
105
Citigroup
New York
$450K
HCP
106
Holt Capital Partners
Texas
$450K -$16.9K -600 -4%
MCC
107
Money Concepts Capital
Florida
$441K -$6.21K -220 -1%
BWL
108
Bogart Wealth LLC
Virginia
$427K +$564 +20 +0.1%
OPS
109
Orion Portfolio Solutions
Nebraska
$424K +$58.4K +2,070 +16%
V
110
ViaWealth
Kansas
$419K +$425K +15,070 New
SIC
111
Samalin Investment Counsel
New York
$416K +$85.2K +3,020 +25%
WIA
112
World Investment Advisors
California
$410K -$8.46K -300 -2%
EH
113
Equitable Holdings
New York
$397K +$32.7K +1,160 +9%
MPW
114
MA Private Wealth
California
$397K +$135K +4,780 +50%
SAM
115
Summit Asset Management
Tennessee
$368K
TSS
116
Two Sigma Securities
New York
$365K +$373K +13,210 New
Renaissance Technologies
117
Renaissance Technologies
New York
$359K +$367K +13,000 New
PCA
118
Personal Capital Advisors
California
$356K +$364K +12,900 New
SWM
119
Selective Wealth Management
Virginia
$351K -$56.1K -1,990 -14%
DADC
120
D.A. Davidson & Co
Montana
$338K
JIC
121
Joel Isaacson & Co
New York
$336K
AC
122
Avant Capital
Louisiana
$325K -$43.7K -1,550 -12%
F4L
123
Fortune 45 LLC
Louisiana
$320K +$12.4K +440 +4%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$315K +$38.7K +1,370 +14%
KBFS
125
Kohmann Bosshard Financial Services
Ohio
$306K