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Invesco S&P 500 Top 50 ETF

209 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, 56 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+5
Holders Change %
+2.45%
% 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
56
Reduced
80
Closed
16
Calls
$4.32M
Puts
$31K
Net Calls
+$4.29M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Shares
Change %
KBFS
126
Kohmann Bosshard Financial Services
Ohio
$344K
FWA
127
FOCUS Wealth Advisors
Texas
$339K
FFN
128
Focus Financial Network
Minnesota
$335K -$2.8K -90 -0.8%
TSS
129
Two Sigma Securities
New York
$334K -$76.1K -2,450 -19%
AAS
130
Ameritas Advisory Services
Nebraska
$329K -$2.7M -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 -$25.8K -830 -8%
Creative Planning
134
Creative Planning
Kansas
$300K -$28.6K -920 -9%
MA
135
MONECO Advisors
Connecticut
$300K
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$299K +$60.2K +1,940 +25%
MSFS
137
Main Street Financial Solutions
Pennsylvania
$298K -$31.1K -1,000 -9%
OMC
138
Old Mission Capital
Illinois
$297K +$297K +9,580 New
F4L
139
Fortune 45 LLC
Louisiana
$292K -$68.3K -2,200 -19%
GFA
140
Gallagher Fiduciary Advisors
Illinois
$292K +$292K +9,390 New
BWP
141
Balboa Wealth Partners
Arizona
$286K
MIA
142
MainStreet Investment Advisors
Illinois
$283K
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$283K
TP
144
Tranquility Partners
Tennessee
$279K +$310 +10 +0.1%
SMC
145
Smith, Moore & Co
Missouri
$275K +$18.6K +600 +7%
GCP
146
GSA Capital Partners
United Kingdom
$264K +$264K +8,500 New
PFP
147
Pinnacle Financial Partners
Tennessee
$264K
KCFA
148
Key Client Fiduciary Advisors
New Jersey
$264K +$932 +30 +0.4%
SWA
149
Sutton Wealth Advisors
Florida
$252K
IC
150
IEQ Capital
California
$252K