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Invesco S&P 500 Top 50 ETF

210 hedge funds and large institutions have $1B invested in Invesco S&P 500 Top 50 ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,823% more call options, than puts

Call options by funds: $4.32M | Put options by funds: $31K

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

41.46% more ownership

Funds ownership: 540.98%582.44% (+41%)

2% more funds holding

Funds holding: 205210 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

17% less capital invested

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

29% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 80

Holders
210
Holders Change
+5
Holders Change %
+2.44%
% of All Funds
3.35%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
29
Increased
57
Reduced
80
Closed
16
Calls
$4.32M
Puts
$31K
Net Calls
+$4.29M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
126
Kohmann Bosshard Financial Services
Ohio
$344K
FWA
127
FOCUS Wealth Advisors
Texas
$339K
FFN
128
Focus Financial Network
Minnesota
$335K -$2.64K -90 -0.8%
TSS
129
Two Sigma Securities
New York
$334K -$71.9K -2,450 -19%
AAS
130
Ameritas Advisory Services
Nebraska
$329K -$2.53M -86,330 -89%
GSIS
131
Global Strategic Investment Solutions
Arizona
$311K
KLI
132
Kelman-Lazarov Inc
Tennessee
$311K
SPIA
133
Steward Partners Investment Advisory
New York
$308K -$24.3K -830 -8%
Creative Planning
134
Creative Planning
Kansas
$300K -$27K -920 -9%
MA
135
MONECO Advisors
Connecticut
$300K
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$299K +$56.9K +1,940 +25%
MSFS
137
Main Street Financial Solutions
Pennsylvania
$298K -$29.3K -1,000 -9%
OMC
138
Old Mission Capital
Illinois
$297K +$281K +9,580 New
F4L
139
Fortune 45 LLC
Louisiana
$292K -$64.5K -2,200 -19%
GFA
140
Gallagher Fiduciary Advisors
Illinois
$292K +$275K +9,390 New
BWP
141
Balboa Wealth Partners
Arizona
$286K
IFG
142
Independent Financial Group
California
$284K +$293 +10 +0.1%
MIA
143
MainStreet Investment Advisors
Illinois
$283K
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$283K
TP
145
Tranquility Partners
Tennessee
$279K +$293 +10 +0.1%
SMC
146
Smith, Moore & Co
Missouri
$275K +$17.6K +600 +7%
GCP
147
GSA Capital Partners
United Kingdom
$264K +$249K +8,500 New
PFPT
148
Pinnacle Financial Partners (Tennessee)
Tennessee
$264K
KCFA
149
Key Client Fiduciary Advisors
New Jersey
$264K +$880 +30 +0.4%
SWA
150
Sutton Wealth Advisors
Florida
$252K