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Invesco S&P 500 Top 50 ETF

172 hedge funds and large institutions have $901M invested in Invesco S&P 500 Top 50 ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+5
Holders Change %
+2.99%
% of All Funds
3.03%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
23
Increased
45
Reduced
65
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
S
151
SignatureFD
Georgia
$37K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$33K
BlackRock
153
BlackRock
New York
$32K +$30.2K +1,000 +1,667%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$31K +$31K +1,000 New
TRCT
155
Tower Research Capital (TRC)
New York
$30K -$2.29M -76,440 -99%
GI
156
Gradient Investments
Minnesota
$23K +$299 +10 +1%
JCM
157
Jacobi Capital Management
Pennsylvania
$22K
SBL
158
Sargent Bickham Lagudis
Colorado
$21K +$3.25K +110 +18%
HWMA
159
Heritage Wealth Management (Arizona)
Arizona
$18K +$18K +620 New
VFA
160
Valeo Financial Advisors
Indiana
$17K
APA
161
American Portfolios Advisors
New York
$14.8K -$9.19K -310 -38%
AWA
162
Arkadios Wealth Advisors
Georgia
$14K -$2.04K -70 -13%
TWM
163
Tradition Wealth Management
Minnesota
$12K
CFGS
164
Concourse Financial Group Securities
Alabama
$11K
CIA
165
Choate Investment Advisors
Massachusetts
$11K
CFA
166
Carroll Financial Associates
North Carolina
$7K +$1.89K +70 +37%
PO
167
Private Ocean
California
$6K
AssetMark Inc
168
AssetMark Inc
California
$4K -$167K -6,280 -98%
ACA
169
Aptus Capital Advisors
Alabama
$4K +$4K +150 New
MFT
170
Moisand Fitzgerald Tamayo
Florida
$4K +$4K +150 New
IF
171
Ironwood Financial
Arizona
$2K
ME
172
McIlrath & Eck
Washington
$2K
EW
173
Element Wealth
Mississippi
$1K
MA
174
Montag & Associates
Georgia
$1K +$1K +40 New
JWM
175
Jackson Wealth Management
Florida
-$16.8M -587,990 Closed