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Invesco S&P 500 Top 50 ETF

204 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
Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.29%
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
Shares
Change %
SMC
151
Smith, Moore & Co
Missouri
$228K -$16.6K -600 -7%
SWA
152
Sutton Wealth Advisors
Florida
$224K
IC
153
IEQ Capital
California
$224K +$18.5K +670 +9%
ECM
154
Evergreen Capital Management
Washington
$221K
GFPC
155
Global Financial Private Client
Florida
$221K
AF
156
Allworth Financial
California
$219K -$5.52K -200 -2%
Cerity Partners
157
Cerity Partners
New York
$216K
DIA
158
Dana Investment Advisors
Wisconsin
$214K +$276 +10 +0.1%
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$212K -$161K -5,850 -43%
Corient Private Wealth
160
Corient Private Wealth
Florida
$209K +$209K +7,580 New
Fidelity Investments
161
Fidelity Investments
Massachusetts
$208K +$5.8K +210 +3%
NC
162
NovaPoint Capital
Georgia
$206K +$206K +7,480 New
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$188K +$25.8K +940 +16%
BFEC
164
Benjamin F. Edwards & Company
Missouri
$147K +$552 +20 +0.4%
CDIA
165
Capital Directions Investment Advisors
Georgia
$143K +$143K +5,170 New
EWA
166
EP Wealth Advisors
California
$120K +$120K +4,350 New
KM
167
Kalos Management
Georgia
$113K +$113K +4,080 New
WTA
168
Washington Trust Advisors
Massachusetts
$91.1K
BAAM
169
Baker Avenue Asset Management
California
$84.2K -$996K -36,070 -92%
GT
170
Glenmede Trust
Pennsylvania
$80K
EWA
171
EverSource Wealth Advisors
Alabama
$77.8K +$77.8K +2,820 New
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$74K
CAL
173
Capital Analysts LLC
Pennsylvania
$73K
PTC
174
Private Trust Company
Ohio
$71K -$27.6K -1,000 -28%
HI
175
Harbour Investments
Wisconsin
$69.8K -$21K -760 -23%