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Invesco S&P 500 Top 50 ETF

221 hedge funds and large institutions have $1.44B invested in Invesco S&P 500 Top 50 ETF in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 83 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+29
Holders Change %
+15.1%
% of All Funds
3.41%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
48
Increased
83
Reduced
44
Closed
16
Calls
Puts
$223K
Net Calls
-$223K
Net Calls Change
-$423K
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
126
Capital Wealth Alliance
Arizona
$461K +$461K +12,510 New
IC
127
IEQ Capital
California
$459K +$106K +2,870 +30%
RH
128
RFG Holdings
Texas
$440K +$440K +11,930 New
Creative Planning
129
Creative Planning
Kansas
$434K +$369 +10 +0.1%
MA
130
MONECO Advisors
Connecticut
$429K +$2.41K +70 +0.6%
BCI
131
Brinker Capital Investments
Pennsylvania
$428K +$428K +11,590 New
BOPW
132
Brandywine Oak Private Wealth
Pennsylvania
$426K
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$420K +$153K +4,150 +57%
ARC
134
Advisor Resource Council
Texas
$412K +$412K +11,150 New
BAS
135
Brown Advisory Securities
Maryland
$411K -$45.1K -1,220 -10%
KBFS
136
Kohmann Bosshard Financial Services
Ohio
$409K
5L
137
55I LLC
Massachusetts
$396K -$149K -4,030 -27%
SC
138
Soundwatch Capital
Connecticut
$393K -$9.23K -250 -2%
EH
139
Equitable Holdings
New York
$391K +$13.7K +370 +4%
AWM
140
Axxcess Wealth Management
California
$386K +$386K +10,450 New
MSFS
141
Main Street Financial Solutions
Pennsylvania
$384K
KA
142
Kovack Advisors
Florida
$377K -$18.5K -500 -5%
DCM
143
Discovery Capital Management
Connecticut
$377K +$377K +10,210 New
MFP
144
Meridian Financial Partners
Virginia
$376K +$3.85K +110 +1%
GSIS
145
Global Strategic Investment Solutions
Arizona
$369K
KLI
146
Kelman-Lazarov Inc
Tennessee
$369K
BG
147
Benedetti & Gucer
Georgia
$357K
EFS
148
Essex Financial Services
Connecticut
$353K
MIA
149
MainStreet Investment Advisors
Illinois
$336K
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$336K