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Invesco S&P 500 Top 50 ETF

205 hedge funds and large institutions have $1.21B invested in Invesco S&P 500 Top 50 ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $1B → $1.21B (+$207M)

0% more funds holding

Funds holding: 204205 (+1)

4.66% less ownership

Funds ownership: 545.64%540.98% (-4.7%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

Holders
205
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
22
Increased
61
Reduced
77
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
Savant Capital
Illinois
$231K -$28.8K -1,020 -11%
SMC
152
Smith, Moore & Co
Missouri
$228K -$16.9K -600 -7%
SWA
153
Sutton Wealth Advisors
Florida
$224K
IC
154
IEQ Capital
California
$224K +$18.9K +670 +9%
ECM
155
Evergreen Capital Management
Washington
$221K
GFPC
156
Global Financial Private Client
Florida
$221K
AF
157
Allworth Financial
California
$219K -$5.64K -200 -2%
Cerity Partners
158
Cerity Partners
New York
$216K
DIA
159
Dana Investment Advisors
Wisconsin
$214K +$282 +10 +0.1%
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$212K -$165K -5,850 -43%
Corient Private Wealth
161
Corient Private Wealth
Florida
$209K +$214K +7,580 New
Fidelity Investments
162
Fidelity Investments
Massachusetts
$208K +$5.92K +210 +3%
NC
163
NovaPoint Capital
Georgia
$206K +$211K +7,480 New
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$188K +$26.5K +940 +16%
BFEC
165
Benjamin F. Edwards & Company
Missouri
$147K +$564 +20 +0.4%
CDIA
166
Capital Directions Investment Advisors
Georgia
$143K +$146K +5,170 New
EWA
167
EP Wealth Advisors
California
$120K +$123K +4,350 New
KM
168
Kalos Management
Georgia
$113K +$115K +4,080 New
WTA
169
Washington Trust Advisors
Massachusetts
$91.1K
BAAM
170
Baker Avenue Asset Management
California
$84.2K -$1.02M -36,070 -92%
GT
171
Glenmede Trust
Pennsylvania
$80K
EWA
172
EverSource Wealth Advisors
Alabama
$77.8K +$79.6K +2,820 New
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$74K
CAL
174
Capital Analysts LLC
Pennsylvania
$73K
PTC
175
Private Trust Company
Ohio
$71K -$28.2K -1,000 -28%