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Invesco S&P 500 Top 50 ETF

212 hedge funds and large institutions have $1.34B invested in Invesco S&P 500 Top 50 ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-9
Holders Change %
-4.07%
% of All Funds
3.35%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
23
Increased
68
Reduced
67
Closed
29
Calls
Puts
$22.6M
Net Calls
-$22.6M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Shares
Change %
KBFS
126
Kohmann Bosshard Financial Services
Ohio
$390K
BCI
127
Brinker Capital Investments
Pennsylvania
$386K -$21.8K -620 -5%
MSFS
128
Main Street Financial Solutions
Pennsylvania
$366K
AWM
129
AE Wealth Management
Kansas
$364K -$5.56M -158,150 -94%
AAS
130
Avantax Advisory Services
Texas
$362K +$106K +3,020 +41%
GSIS
131
Global Strategic Investment Solutions
Arizona
$352K
KLI
132
Kelman-Lazarov Inc
Tennessee
$351K
BAS
133
Brown Advisory Securities
Maryland
$339K -$52.9K -1,500 -13%
MPW
134
MA Private Wealth
California
$337K +$17.6K +500 +6%
EFS
135
Essex Financial Services
Connecticut
$336K
GWM
136
Geneos Wealth Management
Colorado
$335K -$1.84M -52,500 -85%
BG
137
Benedetti & Gucer
Georgia
$334K -$5.96K -170 -2%
KCFA
138
Key Client Fiduciary Advisors
New Jersey
$333K +$75.7K +2,150 +29%
AWM
139
Axxcess Wealth Management
California
$332K -$35.1K -1,000 -10%
SC
140
Savant Capital
Illinois
$330K -$137K -3,890 -29%
MFP
141
Meridian Financial Partners
Virginia
$329K -$48.9K -1,390 -13%
MIA
142
MainStreet Investment Advisors
Illinois
$320K
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$320K
MA
144
MONECO Advisors
Connecticut
$317K -$120K -3,420 -27%
TP
145
Tranquility Partners
Tennessee
$315K
SMC
146
Smith, Moore & Co
Missouri
$311K
PFP
147
Pinnacle Financial Partners
Tennessee
$299K
MHS
148
M Holdings Securities
Oregon
$289K +$289K +8,230 New
AWS
149
Atria Wealth Solutions
New York
$286K +$286K +8,150 New
SWA
150
Sutton Wealth Advisors
Florida
$286K