XLG icon

Invesco S&P 500 Top 50 ETF

203 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, 73 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-7
Holders Change %
-3.33%
% 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
73
Reduced
67
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFP
151
Pinnacle Financial Partners
Tennessee
$229K
F
152
F3Logic
Minnesota
$228K -$146K -5,400 -39%
William Blair & Company
153
William Blair & Company
Illinois
$225K +$24.7K +920 +12%
BWP
154
Balboa Wealth Partners
Arizona
$223K +$223K +8,270 New
GFPC
155
Global Financial Private Client
Florida
$220K
AF
156
Allworth Financial
California
$219K -$37.4K -1,390 -15%
SWA
157
Sutton Wealth Advisors
Florida
$219K
ECM
158
Evergreen Capital Management
Washington
$216K
Cerity Partners
159
Cerity Partners
New York
$211K +$13.5K +500 +7%
DIA
160
Dana Investment Advisors
Wisconsin
$209K +$269 +10 +0.1%
CAG
161
Csenge Advisory Group
Florida
$208K +$208K +7,730 New
IC
162
IEQ Capital
California
$201K
Fidelity Investments
163
Fidelity Investments
Massachusetts
$197K +$4.31K +160 +2%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$159K -$18.1K -670 -10%
BFEC
165
Benjamin F. Edwards & Company
Missouri
$143K +$60.1K +2,230 +72%
CDIA
166
Capital Directions Investment Advisors
Georgia
$139K -$148K -5,170 Closed
PTC
167
Private Trust Company
Ohio
$96K +$69.1K +2,570 +257%
HI
168
Harbour Investments
Wisconsin
$94K
WTA
169
Washington Trust Advisors
Massachusetts
$89K
GT
170
Glenmede Trust
Pennsylvania
$78K
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$72K
CAL
172
Capital Analysts LLC
Pennsylvania
$72K
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$65K
AF
174
Affiance Financial
Minnesota
$61K
TRCT
175
Tower Research Capital (TRC)
New York
$48K +$5.36K +200 +13%