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Invesco S&P 500 Top 50 ETF

221 hedge funds and large institutions have $1.26B invested in Invesco S&P 500 Top 50 ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
33
Increased
89
Reduced
52
Closed
20
Calls
$944K
Puts
$1.32M
Net Calls
-$374K
Net Calls Change
-$4.66M
Name Holding Trade Value Shares
Change
Shares
Change %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$525K -$3.88M
WIA
127
World Investment Advisors
California
$519K
HCP
128
Holt Capital Partners
Texas
$518K +$5.25K +150 +1%
Koshinski Asset Management
129
Koshinski Asset Management
Illinois
$505K -$408K -11,660 -45%
MCC
130
Money Concepts Capital
Florida
$493K -$4.9M -140,020 -91%
Creative Planning
131
Creative Planning
Kansas
$487K +$148K +4,230 +44%
SW
132
SteelPeak Wealth
California
$484K +$484K +13,830 New
DC
133
Darrow Company
Massachusetts
$483K -$44.4K -1,270 -8%
Empower Advisory Group
134
Empower Advisory Group
Colorado
$477K -$33.2K -950 -7%
SC
135
Savant Capital
Illinois
$474K
SAM
136
Summit Asset Management
Tennessee
$467K
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$432K +$32.5K +930 +8%
SWP
138
Stratos Wealth Partners
Ohio
$429K +$429K +12,260 New
JIC
139
Joel Isaacson & Co
New York
$425K
SWM
140
Selective Wealth Management
Virginia
$422K +$422K +12,260 New
AC
141
Avant Capital
Louisiana
$417K +$15K +430 +4%
CFG
142
Carr Financial Group
Massachusetts
$416K +$416K +11,900 New
KBFS
143
Kohmann Bosshard Financial Services
Ohio
$388K
EWA
144
EP Wealth Advisors
California
$382K +$317K +14,035,440 +485%
FWA
145
FOCUS Wealth Advisors
Texas
$382K
FFN
146
Focus Financial Network
Minnesota
$378K +$699 +20 +0.2%
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$376K +$58.1K +1,660 +18%
SPIA
148
Steward Partners Investment Advisory
New York
$374K +$26.9K +770 +8%
GSIS
149
Global Strategic Investment Solutions
Arizona
$350K
MA
150
MONECO Advisors
Connecticut
$338K