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Invesco S&P 500 Top 50 ETF

182 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, 62 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 50

10% more capital invested

Capital invested by funds: $901M → $992M (+$91M)

5% more funds holding

Funds holding: 173182 (+9)

0.29% less ownership

Funds ownership: 523.22%522.93% (-0.29%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
182
Holders Change
+9
Holders Change %
+5.2%
% of All Funds
3.17%
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
62
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
151
Capital Analysts LLC
Pennsylvania
$86K
BFEC
152
Benjamin F. Edwards & Company
Missouri
$81K +$14.4K +460 +23%
AWA
153
Arkadios Wealth Advisors
Georgia
$77K +$59.6K +1,900 +396%
AF
154
Affiance Financial
Minnesota
$73K
TFS
155
TrustCore Financial Services
Tennessee
$51K
AIC
156
Archer Investment Corporation
Indiana
$50.4K
TCWA
157
Ten Capital Wealth Advisors
Washington
$49K +$47.7K +1,520 New
PMFA
158
Plante Moran Financial Advisors
Michigan
$45K
S
159
SignatureFD
Georgia
$41K
BlackRock
160
BlackRock
New York
$35K
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$33K
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$33K
JCM
163
Jacobi Capital Management
Pennsylvania
$26K +$1.88K +60 +8%
GI
164
Gradient Investments
Minnesota
$25K
SBL
165
Sargent Bickham Lagudis
Colorado
$25K +$1.88K +60 +8%
APA
166
American Portfolios Advisors
New York
$19.5K +$3.13K +100 +20%
CIAS
167
Capital Investment Advisory Services
North Carolina
$18K -$31.4K -1,000 -65%
CFO
168
CVA Family Office
Colorado
$18K +$17.2K +550 New
TWM
169
Tradition Wealth Management
Minnesota
$13K
CIA
170
Choate Investment Advisors
Massachusetts
$12K
CFGS
171
Concourse Financial Group Securities
Alabama
$12K
CCM
172
Covington Capital Management
California
$10K +$10K +320 New
CFA
173
Carroll Financial Associates
North Carolina
$8K
PO
174
Private Ocean
California
$7K
WBC
175
West Branch Capital
Massachusetts
$6K +$5.96K +190 New