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Invesco S&P 500 Top 50 ETF

192 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 Top 50 ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
25
Increased
76
Reduced
43
Closed
10
Calls
$200K
Puts
Net Calls
+$200K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Shares
Change %
MIA
126
MainStreet Investment Advisors
Illinois
$300K
MPWT
127
MassMutual Private Wealth & Trust
Connecticut
$300K
SIC
128
Samalin Investment Counsel
New York
$296K +$19.5K +590 +7%
TP
129
Tranquility Partners
Tennessee
$295K +$49.8K +1,510 +20%
SMC
130
Smith, Moore & Co
Missouri
$292K
IWM
131
IHT Wealth Management
Illinois
$289K -$311K -9,430 -52%
PFP
132
Pinnacle Financial Partners
Tennessee
$281K
SWA
133
Sutton Wealth Advisors
Florida
$268K
GFPC
134
Global Financial Private Client
Florida
$267K
Marshall Wace
135
Marshall Wace
United Kingdom
$265K -$25.7K -780 -9%
ECM
136
Evergreen Capital Management
Washington
$265K
FWA
137
FOCUS Wealth Advisors
Texas
$262K -$75.1K -2,280 -22%
William Blair & Company
138
William Blair & Company
Illinois
$262K
DC
139
Davenport & Co
Virginia
$258K +$25.4K +770 +11%
DIA
140
Dana Investment Advisors
Wisconsin
$250K +$20.4K +620 +9%
VWA
141
V Wealth Advisors
Kansas
$242K -$9.92K -300 -4%
AAS
142
Avantax Advisory Services
Texas
$240K +$331 +10 +0.1%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$239K +$50.2K +1,520 +27%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$234K -$8.25K -250 -3%
LWAC
145
Laurel Wealth Advisors (California)
California
$234K
FSA
146
Financial Services Advisory
Maryland
$232K -$20.5K -620 -8%
BHWM
147
Bar Harbor Wealth Management
New Hampshire
$232K +$232K +7,030 New
JPMPWA
148
J.P. Morgan Private Wealth Advisors
California
$214K
CFG
149
Cooper Financial Group
California
$207K
HAS
150
HBW Advisory Services
California
$206K +$206K +6,250 New