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Invesco S&P 500 Top 50 ETF

221 hedge funds and large institutions have $1.44B invested in Invesco S&P 500 Top 50 ETF in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 83 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+29
Holders Change %
+15.1%
% of All Funds
3.41%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
48
Increased
83
Reduced
44
Closed
16
Calls
Puts
$223K
Net Calls
-$223K
Net Calls Change
-$423K
Name Holding Trade Value Shares
Change
Shares
Change %
MPW
151
MA Private Wealth
California
$336K +$336K +9,090 New
TP
152
Tranquility Partners
Tennessee
$330K +$369 +10 +0.1%
JIC
153
Joel Isaacson & Co
New York
$329K +$329K +8,900 New
SMC
154
Smith, Moore & Co
Missouri
$327K
Fidelity Investments
155
Fidelity Investments
Massachusetts
$322K +$60.5K +1,640 +23%
PFP
156
Pinnacle Financial Partners
Tennessee
$314K
HAS
157
HBW Advisory Services
California
$310K +$79.1K +2,140 +34%
SWA
158
Sutton Wealth Advisors
Florida
$300K
ECM
159
Evergreen Capital Management
Washington
$296K
LWAC
160
Laurel Wealth Advisors (California)
California
$296K +$33.6K +910 +13%
GFPC
161
Global Financial Private Client
Florida
$295K
William Blair & Company
162
William Blair & Company
Illinois
$293K
FWA
163
FOCUS Wealth Advisors
Texas
$293K
AIP
164
Almanack Investment Partners
Pennsylvania
$293K +$293K +7,950 New
DIA
165
Dana Investment Advisors
Wisconsin
$286K +$5.91K +160 +2%
OPS
166
Orion Portfolio Solutions
Nebraska
$285K +$285K +7,730 New
RC
167
RegentAtlantic Capital
New Jersey
$276K +$276K +7,470 New
KCFA
168
Key Client Fiduciary Advisors
New Jersey
$270K +$270K +7,310 New
AAS
169
Avantax Advisory Services
Texas
$269K +$739 +20 +0.3%
IWM
170
IHT Wealth Management
Illinois
$268K -$55K -1,490 -17%
VWA
171
V Wealth Advisors
Kansas
$267K -$3.32K -90 -1%
AssetMark Inc
172
AssetMark Inc
California
$267K +$264K +7,140 +7,933%
NWMG
173
National Wealth Management Group
Ohio
$262K +$262K +7,090 New
DC
174
Davenport & Co
Virginia
$261K -$28.1K -760 -10%
BHWM
175
Bar Harbor Wealth Management
New Hampshire
$259K