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Invesco S&P 500 Top 50 ETF

209 hedge funds and large institutions have $1B invested in Invesco S&P 500 Top 50 ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+5
Holders Change %
+2.45%
% of All Funds
3.35%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
29
Increased
56
Reduced
80
Closed
16
Calls
$4.32M
Puts
$31K
Net Calls
+$4.29M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
151
Global Financial Private Client
Florida
$249K
ECM
152
Evergreen Capital Management
Washington
$249K
MPW
153
MA Private Wealth
California
$249K -$197K -6,360 -44%
HSA
154
HBK Sorce Advisory
Pennsylvania
$247K +$247K +7,970 New
SC
155
Soundwatch Capital
Connecticut
$241K +$241K +7,750 New
Cerity Partners
156
Cerity Partners
New York
$239K -$3.72K -120 -2%
NC
157
NovaPoint Capital
Georgia
$226K -$6.52K -210 -3%
JPMPWA
158
J.P. Morgan Private Wealth Advisors
California
$225K +$225K +7,260 New
DIA
159
Dana Investment Advisors
Wisconsin
$225K -$15.8K -510 -7%
ZIMP
160
Zimmermann Investment Management & Planning
Pennsylvania
$221K +$221K +7,120 New
MFP
161
Meridian Financial Partners
Virginia
$217K -$68.2K -2,170 -24%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$210K -$24.2K -780 -10%
AAS
163
Avantax Advisory Services
Texas
$203K +$203K +6,530 New
BWL
164
Bogart Wealth LLC
Virginia
$187K -$294K -9,460 -61%
SWM
165
Spire Wealth Management
Virginia
$172K -$173K -5,560 -50%
BFEC
166
Benjamin F. Edwards & Company
Missouri
$171K +$5.89K +190 +4%
MCC
167
Money Concepts Capital
Florida
$147K +$132K +138,130 +864%
AF
168
Allworth Financial
California
$128K -$118K -3,800 -48%
KM
169
Kalos Management
Georgia
$127K
GWM
170
Geneos Wealth Management
Colorado
$118K -$938K -30,230 -89%
WTA
171
Washington Trust Advisors
Massachusetts
$102K
IA
172
IFP Advisors
Florida
$99.8K -$169K -8,690 -63%
BAAM
173
Baker Avenue Asset Management
California
$94.4K -$311 -10 -0.3%
GT
174
Glenmede Trust
Pennsylvania
$90.1K
EWA
175
EverSource Wealth Advisors
Alabama
$87.6K