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Invesco S&P 500 Top 50 ETF

205 hedge funds and large institutions have $1.21B invested in Invesco S&P 500 Top 50 ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $1B → $1.21B (+$207M)

0% more funds holding

Funds holding: 204205 (+1)

4.66% less ownership

Funds ownership: 545.64%540.98% (-4.7%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

Holders
205
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
22
Increased
61
Reduced
77
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$306K -$19.7K -700 -6%
William Blair & Company
127
William Blair & Company
Illinois
$305K +$75.6K +2,680 +32%
FWA
128
FOCUS Wealth Advisors
Texas
$301K
FFN
129
Focus Financial Network
Minnesota
$300K
SPIA
130
Steward Partners Investment Advisory
New York
$297K +$7.05K +250 +2%
MSFS
131
Main Street Financial Solutions
Pennsylvania
$293K +$5.64K +200 +2%
Creative Planning
132
Creative Planning
Kansas
$292K -$96.2K -3,410 -24%
Citadel Advisors
133
Citadel Advisors
Florida
$285K -$1.26M -44,490 -81%
GSIS
134
Global Strategic Investment Solutions
Arizona
$276K
KLI
135
Kelman-Lazarov Inc
Tennessee
$276K
IA
136
IFP Advisors
Florida
$270K -$38.1K -1,350 -9%
MA
137
MONECO Advisors
Connecticut
$267K +$282 +10 +0.1%
CA
138
Carson Advisory
Georgia
$265K +$22K +780 +9%
MFP
139
Meridian Financial Partners
Virginia
$254K +$282 +10 +0.1%
BWP
140
Balboa Wealth Partners
Arizona
$254K +$26.2K +930 +11%
BCI
141
Brinker Capital Investments
Pennsylvania
$252K
IFG
142
Independent Financial Group
California
$252K
MIA
143
MainStreet Investment Advisors
Illinois
$251K
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$251K
TP
145
Tranquility Partners
Tennessee
$247K
BG
146
Benedetti & Gucer
Georgia
$244K -$13.8K -490 -5%
F
147
F3Logic
Minnesota
$238K +$4.8K +170 +2%
GBS
148
Gallagher Benefit Services
Illinois
$238K +$243K +8,620 New
PFPT
149
Pinnacle Financial Partners (Tennessee)
Tennessee
$235K
KCFA
150
Key Client Fiduciary Advisors
New Jersey
$234K -$30.8K -1,090 -11%