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Invesco S&P 500 Top 50 ETF

181 hedge funds and large institutions have $992M invested in Invesco S&P 500 Top 50 ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+9
Holders Change %
+5.23%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
61
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
151
Benjamin F. Edwards & Company
Missouri
$81K +$15K +460 +23%
AWA
152
Arkadios Wealth Advisors
Georgia
$77K +$61.5K +1,900 +396%
AF
153
Affiance Financial
Minnesota
$73K
TFS
154
TrustCore Financial Services
Tennessee
$51K
AIC
155
Archer Investment Corporation
Indiana
$50.4K
TCWA
156
Ten Capital Wealth Advisors
Washington
$49K +$49K +1,520 New
PMFA
157
Plante Moran Financial Advisors
Michigan
$45K
S
158
SignatureFD
Georgia
$41K
BlackRock
159
BlackRock
New York
$35K
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$33K
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$33K
JCM
162
Jacobi Capital Management
Pennsylvania
$26K +$1.93K +60 +8%
GI
163
Gradient Investments
Minnesota
$25K
SBL
164
Sargent Bickham Lagudis
Colorado
$25K +$1.95K +60 +8%
APA
165
American Portfolios Advisors
New York
$19.5K +$3.25K +100 +20%
CIAS
166
Capital Investment Advisory Services
North Carolina
$18K -$32.7K -1,000 -65%
CFO
167
CVA Family Office
Colorado
$18K +$18K +550 New
TWM
168
Tradition Wealth Management
Minnesota
$13K
CFGS
169
Concourse Financial Group Securities
Alabama
$12K
CIA
170
Choate Investment Advisors
Massachusetts
$12K
CCM
171
Covington Capital Management
California
$10K +$10K +320 New
CFA
172
Carroll Financial Associates
North Carolina
$8K
PO
173
Private Ocean
California
$7K
WBC
174
West Branch Capital
Massachusetts
$6K +$6K +190 New
ACA
175
Aptus Capital Advisors
Alabama
$5K