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Invesco S&P 500 Top 50 ETF

221 hedge funds and large institutions have $1.26B invested in Invesco S&P 500 Top 50 ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
33
Increased
89
Reduced
52
Closed
20
Calls
$944K
Puts
$1.32M
Net Calls
-$374K
Net Calls Change
-$4.66M
Name Market Value Shares Shares
Change
Shares
Change %
VNB
101
Virginia National Bank
Virginia
$991K 28,340
EH
102
Equitable Holdings
New York
$955K 27,320 +14,720 +117%
Renaissance Technologies
103
Renaissance Technologies
New York
$909K 26,000 +26,000 New
TC
104
Trilogy Capital
California
$897K 253,130 +232,990 +1,157%
NL
105
NVWM LLC
Pennsylvania
$872K 24,920 +24,800 +20,667%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$849K 24,280 -2,110 -8%
KWM
107
Kingsview Wealth Management
Oregon
$825K 23,590 +23,590 New
BW
108
Bison Wealth
Georgia
$820K 23,440 +23,440 New
SHA
109
Seneca House Advisors
Virginia
$783K 22,380 -7,500 -25%
William Blair & Company
110
William Blair & Company
Illinois
$776K 22,190
NFSG
111
Newbridge Financial Services Group
Florida
$768K 21,970 -7,830 -26%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$736K 21,030 +3,490 +20%
DIA
113
Dana Investment Advisors
Wisconsin
$726K 20,760 +13,500 +186%
BCI
114
Brinker Capital Investments
Pennsylvania
$678K 19,390 +19,390 New
OPS
115
Orion Portfolio Solutions
Nebraska
$678K 19,390 +19,390 New
NSIM
116
North Star Investment Management
Illinois
$643K 18,370 +2,010 +12%
Citigroup
117
Citigroup
New York
$617K 17,640 +910 +5%
CA
118
Carson Advisory
Georgia
$615K 17,580 +2,310 +15%
LCGC
119
Legacy Capital Group California
California
$595K 17,020 +17,020 New
Cerity Partners
120
Cerity Partners
New York
$587K 16,770 +9,050 +117%
US Bancorp
121
US Bancorp
Minnesota
$573K 16,390 -2,600 -14%
WFA
122
WMG Financial Advisors
Tennessee
$566K 16,190 +16,190 New
NFG
123
Nations Financial Group
Iowa
$538K 15,390 -6,010 -28%
SIC
124
Samalin Investment Counsel
New York
$538K 15,380 +290 +2%
V
125
ViaWealth
Kansas
$528K 15,110 +10 +0.1%