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Invesco S&P 500 Top 50 ETF

193 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 Top 50 ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

73% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 44

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more capital invested

Capital invested by funds: $992M → $1.12B (+$127M)

12.57% more ownership

Funds ownership: 522.93%535.5% (+13%)

6% more funds holding

Funds holding: 182193 (+11)

Holders
193
Holders Change
+11
Holders Change %
+6.04%
% of All Funds
3.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
25
Increased
76
Reduced
44
Closed
10
Calls
$200K
Puts
Net Calls
+$200K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
151
HBW Advisory Services
California
$206K +$212K +6,250 New
MSAM
152
Moloney Securities Asset Management
Missouri
$202K +$207K +6,120 New
PWM
153
Perigon Wealth Management
California
$201K +$206K +6,080 New
CDIA
154
Capital Directions Investment Advisors
Georgia
$171K
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$167K +$339 +10 +0.2%
GWM
156
Geneos Wealth Management
Colorado
$162K
BAM
157
Belpointe Asset Management
Nevada
$148K -$12.2K -360 -7%
BWL
158
Bogart Wealth LLC
Virginia
$141K +$339 +10 +0.2%
NFSG
159
Newbridge Financial Services Group
Florida
$116K
BFEC
160
Benjamin F. Edwards & Company
Missouri
$110K +$28.8K +850 +34%
WT
161
Washington Trust
Rhode Island
$109K
GT
162
Glenmede Trust
Pennsylvania
$95K
CAL
163
Capital Analysts LLC
Pennsylvania
$87K
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$80K -$16.9K -500 -17%
AF
165
Affiance Financial
Minnesota
$74K
TFS
166
TrustCore Financial Services
Tennessee
$52K
AIC
167
Archer Investment Corporation
Indiana
$51.2K
TCWA
168
Ten Capital Wealth Advisors
Washington
$50K
APA
169
American Portfolios Advisors
New York
$48.5K +$29.5K +870 +145%
PMFA
170
Plante Moran Financial Advisors
Michigan
$45K
BWM
171
Baystate Wealth Management
Massachusetts
$43K +$43.7K +1,290 New
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$34K
JCM
173
Jacobi Capital Management
Pennsylvania
$31K +$4.4K +130 +16%
SBL
174
Sargent Bickham Lagudis
Colorado
$26K +$677 +20 +3%
GI
175
Gradient Investments
Minnesota
$25K