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Invesco S&P 500 Top 50 ETF

204 hedge funds and large institutions have $1B invested in Invesco S&P 500 Top 50 ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

5% less capital invested

Capital invested by funds: $1.05B → $1B (-$52.5M)

3% less funds holding

Funds holding: 211204 (-7)

12.41% less ownership

Funds ownership: 558.05%545.64% (-12%)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
204
Holders Change
-7
Holders Change %
-3.32%
% of All Funds
3.51%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.21%
New
14
Increased
74
Reduced
67
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Carson Advisory
Georgia
$237K +$10.9K +360 +4%
PFPT
152
Pinnacle Financial Partners (Tennessee)
Tennessee
$229K
F
153
F3Logic
Minnesota
$228K -$163K -5,400 -39%
William Blair & Company
154
William Blair & Company
Illinois
$225K +$27.7K +920 +12%
BWP
155
Balboa Wealth Partners
Arizona
$223K +$249K +8,270 New
GFPC
156
Global Financial Private Client
Florida
$220K
AF
157
Allworth Financial
California
$219K -$41.9K -1,390 -15%
SWA
158
Sutton Wealth Advisors
Florida
$219K
ECM
159
Evergreen Capital Management
Washington
$216K
Cerity Partners
160
Cerity Partners
New York
$211K +$15.1K +500 +7%
DIA
161
Dana Investment Advisors
Wisconsin
$209K +$302 +10 +0.1%
CAG
162
Csenge Advisory Group
Florida
$208K +$233K +7,730 New
IC
163
IEQ Capital
California
$201K
Fidelity Investments
164
Fidelity Investments
Massachusetts
$197K +$4.83K +160 +2%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$159K -$20.2K -670 -10%
BFEC
166
Benjamin F. Edwards & Company
Missouri
$143K +$67.3K +2,230 +72%
CDIA
167
Capital Directions Investment Advisors
Georgia
$139K -$156K -5,170 Closed
PTC
168
Private Trust Company
Ohio
$96K +$77.5K +2,570 +257%
HI
169
Harbour Investments
Wisconsin
$94K
WTA
170
Washington Trust Advisors
Massachusetts
$89K
GT
171
Glenmede Trust
Pennsylvania
$78K
CAL
172
Capital Analysts LLC
Pennsylvania
$72K
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$72K
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$65K
AF
175
Affiance Financial
Minnesota
$61K