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Invesco S&P 500 Top 50 ETF

210 hedge funds and large institutions have $1.05B invested in Invesco S&P 500 Top 50 ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.55%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
23
Increased
53
Reduced
79
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFP
151
Pinnacle Financial Partners
Tennessee
$244K
CA
152
Carson Advisory
Georgia
$242K +$39.3K +1,370 +19%
SWA
153
Sutton Wealth Advisors
Florida
$233K
GFPC
154
Global Financial Private Client
Florida
$231K
ECM
155
Evergreen Capital Management
Washington
$230K
FWA
156
FOCUS Wealth Advisors
Texas
$228K
DIA
157
Dana Investment Advisors
Wisconsin
$222K
JPMPWA
158
J.P. Morgan Private Wealth Advisors
California
$222K +$36.3K +1,270 +20%
TF
159
TIAA FSB
Florida
$220K +$220K +7,660 New
RC
160
RegentAtlantic Capital
New Jersey
$215K +$573 +20 +0.3%
IC
161
IEQ Capital
California
$214K -$230K -8,030 -52%
William Blair & Company
162
William Blair & Company
Illinois
$213K
Cerity Partners
163
Cerity Partners
New York
$210K +$210K +7,340 New
VWA
164
V Wealth Advisors
Kansas
$207K
Fidelity Investments
165
Fidelity Investments
Massachusetts
$206K -$18.7K -650 -8%
Renaissance Technologies
166
Renaissance Technologies
New York
$201K +$201K +7,000 New
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$188K -$22.3K -780 -11%
CDIA
168
Capital Directions Investment Advisors
Georgia
$148K
BWL
169
Bogart Wealth LLC
Virginia
$131K -$6.9K -240 -5%
EWA
170
EP Wealth Advisors
California
$119K
WTA
171
Washington Trust Advisors
Massachusetts
$95K
HI
172
Harbour Investments
Wisconsin
$94K +$94K +3,290 New
BFEC
173
Benjamin F. Edwards & Company
Missouri
$88K
GT
174
Glenmede Trust
Pennsylvania
$83K
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$77K