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Invesco S&P 500 Top 50 ETF

210 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, 57 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,823% more call options, than puts

Call options by funds: $4.32M | Put options by funds: $31K

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

41.46% more ownership

Funds ownership: 540.98%582.44% (+41%)

2% more funds holding

Funds holding: 205210 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

17% less capital invested

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

29% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 80

Holders
210
Holders Change
+5
Holders Change %
+2.44%
% 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
57
Reduced
80
Closed
16
Calls
$4.32M
Puts
$31K
Net Calls
+$4.29M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
151
IEQ Capital
California
$252K
GFPC
152
Global Financial Private Client
Florida
$249K
ECM
153
Evergreen Capital Management
Washington
$249K
MPW
154
MA Private Wealth
California
$249K -$187K -6,360 -44%
HSA
155
HBK Sorce Advisory
Pennsylvania
$247K +$234K +7,970 New
SC
156
Soundwatch Capital
Connecticut
$241K +$227K +7,750 New
Cerity Partners
157
Cerity Partners
New York
$239K -$3.52K -120 -2%
NC
158
NovaPoint Capital
Georgia
$226K -$6.16K -210 -3%
JMPWA
159
JP Morgan Private Wealth Advisors
California
$225K +$213K +7,260 New
DIA
160
Dana Investment Advisors
Wisconsin
$225K -$15K -510 -7%
ZIMP
161
Zimmermann Investment Management & Planning
Pennsylvania
$221K +$209K +7,120 New
MFP
162
Meridian Financial Partners
Virginia
$217K -$63.6K -2,170 -24%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$210K -$22.9K -780 -10%
AAS
164
Avantax Advisory Services
Texas
$203K +$192K +6,530 New
BWL
165
Bogart Wealth LLC
Virginia
$187K -$277K -9,460 -61%
SWM
166
Spire Wealth Management
Virginia
$172K -$163K -5,560 -50%
BFEC
167
Benjamin F. Edwards & Company
Missouri
$171K +$5.57K +190 +4%
MCC
168
Money Concepts Capital
Florida
$147K +$4.05M +138,130 +864%
AF
169
Allworth Financial
California
$128K -$111K -3,800 -48%
KM
170
Kalos Management
Georgia
$127K
GWM
171
Geneos Wealth Management
Colorado
$118K -$887K -30,230 -89%
WTA
172
Washington Trust Advisors
Massachusetts
$102K
IA
173
IFP Advisors
Florida
$99.8K -$255K -8,690 -63%
BAAM
174
Baker Avenue Asset Management
California
$94.4K -$293 -10 -0.3%
GT
175
Glenmede Trust
Pennsylvania
$90K