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Invesco S&P 500 Top 50 ETF

233 hedge funds and large institutions have $1.39B invested in Invesco S&P 500 Top 50 ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 23 closing their positions.

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
3.72%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
36
Increased
79
Reduced
82
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KAS
101
Kestra Advisory Services
Texas
$1.1M 32,311 -3,009 -9%
FSA
102
Financial Services Advisory
Maryland
$1.08M 31,854 -17,716 -36%
KWM
103
Kingsview Wealth Management
Oregon
$1.01M 29,625 +6,035 +26%
NFSG
104
Newbridge Financial Services Group
Florida
$1.01M 29,622 +7,652 +35%
BCM
105
Brookstone Capital Management
Illinois
$939K 27,465 -12,705 -32%
DIA
106
Dana Investment Advisors
Wisconsin
$915K 26,958 +6,198 +30%
NL
107
NVWM LLC
Pennsylvania
$912K 26,862 +1,942 +8%
GCP
108
GSA Capital Partners
United Kingdom
$849K 25,000 +25,000 New
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$831K 24,470 +190 +0.8%
FIM
110
Freedom Investment Management
Connecticut
$831K 24,466 +24,466 New
Fidelity Investments
111
Fidelity Investments
Massachusetts
$821K 24,188 +16,088 +199%
RJT
112
Raymond James Trust
Florida
$813K 23,933 +23,933 New
SIC
113
Samalin Investment Counsel
New York
$809K 23,810 +8,430 +55%
BW
114
Bison Wealth
Georgia
$799K 23,542 +102 +0.4%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$758K 22,334 +1,304 +6%
William Blair & Company
116
William Blair & Company
Illinois
$754K 22,190
Brown Advisory
117
Brown Advisory
Maryland
$722K 21,264 +21,264 New
AWM
118
AE Wealth Management
Kansas
$661K 19,473 -229,237 -92%
TC
119
Trilogy Capital
California
$650K 19,132 -233,998 -92%
IA
120
IFG Advisory
Georgia
$633K 18,641 +18,641 New
NSIM
121
North Star Investment Management
Illinois
$624K 18,383 +13 +0.1%
SHA
122
Seneca House Advisors
Virginia
$614K 17,730 -4,650 -21%
Goldman Sachs
123
Goldman Sachs
New York
$575K 16,919 +16,919 New
CA
124
Carson Advisory
Georgia
$573K 16,868 -712 -4%
Citigroup
125
Citigroup
New York
$572K 16,832 -808 -5%