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Invesco S&P 500 Top 50 ETF

233 hedge funds and large institutions have $1.39B invested in Invesco S&P 500 Top 50 ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
3.71%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
36
Increased
79
Reduced
82
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$568K +$11.7K +345 +2%
LCGC
127
Legacy Capital Group California
California
$533K -$45.2K -1,330 -8%
NFG
128
Nations Financial Group
Iowa
$533K +$10.2K +300 +2%
WIA
129
World Investment Advisors
California
$504K
HCP
130
Holt Capital Partners
Texas
$503K
Koshinski Asset Management
131
Koshinski Asset Management
Illinois
$486K -$4.72K -139 -1%
V
132
ViaWealth
Kansas
$479K -$34.4K -1,012 -7%
SW
133
SteelPeak Wealth
California
$470K
AAS
134
Ameritas Advisory Services
Nebraska
$469K +$223K +6,543 +91%
DC
135
Darrow Company
Massachusetts
$456K -$13.8K -406 -3%
MCC
136
Money Concepts Capital
Florida
$455K -$23.7K -697 -5%
Empower Advisory Group
137
Empower Advisory Group
Colorado
$453K -$9.85K -290 -2%
SAM
138
Summit Asset Management
Tennessee
$453K
RL
139
Retireful LLC
Michigan
$437K -$1.76M -51,902 -80%
PA
140
PSI Advisors
Florida
$436K +$124K +3,648 +40%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$419K
CFG
142
Carr Financial Group
Massachusetts
$414K -$174 -5 -0%
JIC
143
Joel Isaacson & Co
New York
$413K -$34 -1 -0%
SWM
144
Selective Wealth Management
Virginia
$412K -$5.93K -174 -1%
Comerica Bank
145
Comerica Bank
Texas
$401K +$401K +11,811 New
AC
146
Avant Capital
Louisiana
$398K -$7.03K -207 -2%
SPIA
147
Steward Partners Investment Advisory
New York
$397K +$33.8K +994 +9%
Creative Planning
148
Creative Planning
Kansas
$394K -$77.9K -2,294 -16%
VNB
149
Virginia National Bank
Virginia
$387K -$575K -16,940 -60%
KBFS
150
Kohmann Bosshard Financial Services
Ohio
$377K