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Invesco S&P 500 Top 50 ETF

182 hedge funds and large institutions have $992M invested in Invesco S&P 500 Top 50 ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 50

10% more capital invested

Capital invested by funds: $901M → $992M (+$91M)

5% more funds holding

Funds holding: 173182 (+9)

0.29% less ownership

Funds ownership: 523.22%522.93% (-0.29%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
182
Holders Change
+9
Holders Change %
+5.2%
% of All Funds
3.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
62
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
176
Aptus Capital Advisors
Alabama
$5K
MFT
177
Moisand Fitzgerald Tamayo
Florida
$5K
BFA
178
Brendel Financial Advisors
New Hampshire
$3K +$2.82K +90 New
AssetMark Inc
179
AssetMark Inc
California
$2K -$3.13K -100 -67%
IF
180
Ironwood Financial
Arizona
$2K
ME
181
McIlrath & Eck
Washington
$2K
EW
182
Element Wealth
Mississippi
$1K
MA
183
Montag & Associates
Georgia
$1K
LWM
184
Liberty Wealth Management
California
$1K +$941 +30 New
AIP
185
Almanack Investment Partners
Pennsylvania
-$10.1M -340,060 Closed
GWS
186
Glassman Wealth Services
Virginia
-$2.11M -71,150 Closed
AF
187
Apexium Financial
Texas
-$1.72M -57,880 Closed
FTUS
188
Flow Traders U.S.
New York
-$1.27M -40,480 Closed
AWM
189
AE Wealth Management
Kansas
-$661K -22,280 Closed
Cerity Partners
190
Cerity Partners
New York
-$320K -10,790 Closed
RCA
191
Reitz Capital Advisors
Michigan
-$286K -9,630 Closed
HAS
192
HBW Advisory Services
California
-$248K -8,350 Closed
BFC
193
Bedel Financial Consulting
Indiana
-$247K -8,320 Closed
SC
194
Soundwatch Capital
Connecticut
-$208K -7,020 Closed
MF
195
Manchester Financial
California
-$84K -2,830 Closed
EP
196
Eudaimonia Partners
Tennessee
-$54K -1,820 Closed
WAP
197
Wealthcare Advisory Partners
Pennsylvania
-$50K -1,680 Closed
PCIA
198
Prime Capital Investment Advisors
Kansas
-$41K -1,370 Closed
HWMA
199
Heritage Wealth Management (Arizona)
Arizona
-$18K -620 Closed
VFA
200
Valeo Financial Advisors
Indiana
-$17K -580 Closed