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Invesco S&P 500 Top 50 ETF

181 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, 61 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+9
Holders Change %
+5.23%
% of All Funds
3.16%
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
61
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
126
V Wealth Advisors
Kansas
$247K +$247K +7,620 New
TP
127
Tranquility Partners
Tennessee
$242K +$13.4K +410 +6%
IC
128
IEQ Capital
California
$241K
SWM
129
Selective Wealth Management
Virginia
$241K +$241K +7,400 New
Fidelity Investments
130
Fidelity Investments
Massachusetts
$239K +$63.8K +1,960 +36%
AAS
131
Avantax Advisory Services
Texas
$236K -$26K -800 -10%
ARC
132
Advisor Resource Council
Texas
$234K +$234K +7,190 New
LWAC
133
Laurel Wealth Advisors (California)
California
$231K
DC
134
Davenport & Co
Virginia
$230K +$326 +10 +0.1%
DIA
135
Dana Investment Advisors
Wisconsin
$227K +$227K +6,960 New
JPMPWA
136
J.P. Morgan Private Wealth Advisors
California
$211K +$211K +6,490 New
CFG
137
Cooper Financial Group
California
$204K +$204K +6,270 New
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$186K +$41.9K +1,290 +29%
NL
139
NVWM LLC
Pennsylvania
$172K -$156K -4,800 -48%
CDIA
140
Capital Directions Investment Advisors
Georgia
$168K +$168K +5,170 New
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$165K +$325 +10 +0.2%
GWM
142
Geneos Wealth Management
Colorado
$160K -$163K -4,940 -50%
BAM
143
Belpointe Asset Management
Nevada
$157K -$10.1K -310 -6%
BWL
144
Bogart Wealth LLC
Virginia
$139K +$326 +10 +0.2%
NFSG
145
Newbridge Financial Services Group
Florida
$114K
WT
146
Washington Trust
Rhode Island
$107K
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$95K -$25.8K -790 -21%
GT
148
Glenmede Trust
Pennsylvania
$94K
SCA
149
Stonebridge Capital Advisors
Minnesota
$93K +$46.5K +1,500 +100%
CAL
150
Capital Analysts LLC
Pennsylvania
$86K