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Invesco S&P 500 Top 50 ETF

221 hedge funds and large institutions have $1.26B invested in Invesco S&P 500 Top 50 ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
33
Increased
89
Reduced
52
Closed
20
Calls
$944K
Puts
$1.32M
Net Calls
-$374K
Net Calls Change
-$4.66M
Name Holding Trade Value Shares
Change
Shares
Change %
GFA
151
Gallagher Fiduciary Advisors
Illinois
$337K +$8.39K +240 +3%
F4L
152
Fortune 45 LLC
Louisiana
$329K
BG
153
Benedetti & Gucer
Georgia
$327K +$327K +9,360 New
BWP
154
Balboa Wealth Partners
Arizona
$322K
PA
155
PSI Advisors
Florida
$321K +$321K +9,190 New
PWM
156
Perigon Wealth Management
California
$321K +$321K +9,170 New
MIA
157
MainStreet Investment Advisors
Illinois
$318K
MSFS
158
Main Street Financial Solutions
Pennsylvania
$315K -$21K -600 -6%
TP
159
Tranquility Partners
Tennessee
$314K
SC
160
Soundwatch Capital
Connecticut
$314K +$169K +8,990 +116%
SMC
161
Smith, Moore & Co
Missouri
$310K
PFP
162
Pinnacle Financial Partners
Tennessee
$308K +$10.5K +300 +4%
KCFA
163
Key Client Fiduciary Advisors
New Jersey
$298K +$1.05K +30 +0.4%
SWA
164
Sutton Wealth Advisors
Florida
$284K
IC
165
IEQ Capital
California
$284K
Fidelity Investments
166
Fidelity Investments
Massachusetts
$283K +$47.2K +1,350 +20%
GFPC
167
Global Financial Private Client
Florida
$282K +$2.1K +60 +0.8%
ECM
168
Evergreen Capital Management
Washington
$280K
MPW
169
MA Private Wealth
California
$280K
HSA
170
HBK Sorce Advisory
Pennsylvania
$279K
AAS
171
Avantax Advisory Services
Texas
$272K +$44.1K +1,260 +19%
AWS
172
Atria Wealth Solutions
New York
$269K +$269K +7,700 New
IA
173
IFP Advisors
Florida
$265K +$86K +2,460 +48%
AWA
174
Arete Wealth Advisors
Illinois
$265K +$265K +7,590 New
NC
175
NovaPoint Capital
Georgia
$254K