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Invesco S&P 500 Top 50 ETF

233 hedge funds and large institutions have $1.39B invested in Invesco S&P 500 Top 50 ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
3.71%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
36
Increased
79
Reduced
82
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWA
151
FOCUS Wealth Advisors
Texas
$371K
FFN
152
Focus Financial Network
Minnesota
$366K -$1.12K -33 -0.3%
SOS
153
Silver Oak Securities
Tennessee
$352K +$352K +10,364 New
SC
154
Savant Capital
Illinois
$346K -$113K -3,339 -25%
GSIS
155
Global Strategic Investment Solutions
Arizona
$341K +$849 +25 +0.2%
AWS
156
Atria Wealth Solutions
New York
$338K +$76.9K +2,265 +29%
F4L
157
Fortune 45 LLC
Louisiana
$320K +$34 +1 +0%
GFA
158
Gallagher Fiduciary Advisors
Illinois
$317K -$10.3K -302 -3%
BG
159
Benedetti & Gucer
Georgia
$315K -$2.89K -85 -0.9%
BWP
160
Balboa Wealth Partners
Arizona
$312K
AAS
161
Avantax Advisory Services
Texas
$311K +$46K +1,354 +17%
MPWT
162
MassMutual Private Wealth & Trust
Connecticut
$309K -$56.4K -1,660 -15%
MIA
163
MainStreet Investment Advisors
Illinois
$309K
MSFS
164
Main Street Financial Solutions
Pennsylvania
$306K
SMC
165
Smith, Moore & Co
Missouri
$301K
PFP
166
Pinnacle Financial Partners
Tennessee
$294K -$5.09K -150 -2%
KCFA
167
Key Client Fiduciary Advisors
New Jersey
$290K +$509 +15 +0.2%
PWM
168
Perigon Wealth Management
California
$285K -$26K -765 -8%
GFPC
169
Global Financial Private Client
Florida
$277K +$889 +26 +0.3%
SWA
170
Sutton Wealth Advisors
Florida
$276K
ECM
171
Evergreen Capital Management
Washington
$272K
GM
172
GeoWealth Management
Illinois
$272K +$272K +8,021 New
Lido Advisors
173
Lido Advisors
California
$271K +$271K +7,984 New
HSA
174
HBK Sorce Advisory
Pennsylvania
$271K
IA
175
IFP Advisors
Florida
$260K +$2.41K +71 +0.9%