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Invesco S&P 500 Top 50 ETF

182 hedge funds and large institutions have $992M invested in Invesco S&P 500 Top 50 ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 50

10% more capital invested

Capital invested by funds: $901M → $992M (+$91M)

5% more funds holding

Funds holding: 173182 (+9)

0.29% less ownership

Funds ownership: 523.22%522.93% (-0.29%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
182
Holders Change
+9
Holders Change %
+5.2%
% of All Funds
3.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
62
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
126
Financial Services Advisory
Maryland
$249K -$3.03M -96,580 -93%
VWA
127
V Wealth Advisors
Kansas
$247K +$239K +7,620 New
TP
128
Tranquility Partners
Tennessee
$242K +$12.9K +410 +6%
IC
129
IEQ Capital
California
$241K
SWM
130
Selective Wealth Management
Virginia
$241K +$232K +7,400 New
Fidelity Investments
131
Fidelity Investments
Massachusetts
$239K +$61.5K +1,960 +36%
AAS
132
Avantax Advisory Services
Texas
$236K -$25.1K -800 -10%
ARC
133
Advisor Resource Council
Texas
$234K +$225K +7,190 New
LWAC
134
Laurel Wealth Advisors (California)
California
$231K
DC
135
Davenport & Co
Virginia
$230K +$314 +10 +0.1%
DIA
136
Dana Investment Advisors
Wisconsin
$227K +$218K +6,960 New
JMPWA
137
JP Morgan Private Wealth Advisors
California
$211K +$203K +6,490 New
CFG
138
Cooper Financial Group
California
$204K +$197K +6,270 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$186K +$40.4K +1,290 +29%
NL
140
NVWM LLC
Pennsylvania
$172K -$151K -4,800 -48%
CDIA
141
Capital Directions Investment Advisors
Georgia
$168K +$162K +5,170 New
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$165K +$314 +10 +0.2%
GWM
143
Geneos Wealth Management
Colorado
$160K -$155K -4,940 -50%
BAM
144
Belpointe Asset Management
Nevada
$157K -$9.72K -310 -6%
BWL
145
Bogart Wealth LLC
Virginia
$139K +$314 +10 +0.2%
NFSG
146
Newbridge Financial Services Group
Florida
$114K
WT
147
Washington Trust
Rhode Island
$107K
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$95K -$24.8K -790 -21%
GT
149
Glenmede Trust
Pennsylvania
$94K
SCA
150
Stonebridge Capital Advisors
Minnesota
$93K +$47K +1,500 +100%