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Invesco S&P 500 Top 50 ETF

173 hedge funds and large institutions have $901M invested in Invesco S&P 500 Top 50 ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

3% more funds holding

Funds holding: 168173 (+5)

3% less capital invested

Capital invested by funds: $929M → $901M (-$27.4M)

8.97% less ownership

Funds ownership: 532.2%523.22% (-9%)

29% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 65

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
173
Holders Change
+5
Holders Change %
+2.98%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
23
Increased
46
Reduced
65
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BG
126
Benedetti & Gucer
Georgia
$214K +$210K +7,210 New
LWAC
127
Laurel Wealth Advisors (California)
California
$210K +$207K +7,100 New
DC
128
Davenport & Co
Virginia
$209K -$33.5K -1,150 -14%
SC
129
Soundwatch Capital
Connecticut
$208K -$129K -4,420 -39%
TP
130
Tranquility Partners
Tennessee
$208K
Fidelity Investments
131
Fidelity Investments
Massachusetts
$160K -$14.9K -510 -9%
BAM
132
Belpointe Asset Management
Nevada
$152K +$583 +20 +0.4%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$150K +$291 +10 +0.2%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$131K
BWL
135
Bogart Wealth LLC
Virginia
$126K +$124K +4,250 New
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$110K +$46.3K +1,590 +75%
NFSG
137
Newbridge Financial Services Group
Florida
$104K +$52.4K +1,800 +106%
WT
138
Washington Trust
Rhode Island
$98K
GT
139
Glenmede Trust
Pennsylvania
$85K
MF
140
Manchester Financial
California
$84K +$291 +10 +0.4%
CAL
141
Capital Analysts LLC
Pennsylvania
$78K +$76.6K +2,630 New
AF
142
Affiance Financial
Minnesota
$67K
BFEC
143
Benjamin F. Edwards & Company
Missouri
$60K -$5.83K -200 -9%
EP
144
Eudaimonia Partners
Tennessee
$54K
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$50K +$48.9K +1,680 New
TFS
146
TrustCore Financial Services
Tennessee
$47K
CIAS
147
Capital Investment Advisory Services
North Carolina
$46K -$7.28K -250 -14%
AIC
148
Archer Investment Corporation
Indiana
$46K
SCA
149
Stonebridge Capital Advisors
Minnesota
$44K +$43.7K +1,500 New
PCIA
150
Prime Capital Investment Advisors
Kansas
$41K