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Invesco S&P 500 Top 50 ETF

193 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 Top 50 ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

73% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 44

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more capital invested

Capital invested by funds: $992M → $1.12B (+$127M)

12.57% more ownership

Funds ownership: 522.93%535.5% (+13%)

6% more funds holding

Funds holding: 182193 (+11)

Holders
193
Holders Change
+11
Holders Change %
+6.04%
% of All Funds
3.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
25
Increased
76
Reduced
44
Closed
10
Calls
$200K
Puts
Net Calls
+$200K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
176
Covington Capital Management
California
$23K +$13.2K +390 +122%
GKWIM
177
Gerber Kawasaki Wealth & Investment Management
California
$22K +$22.7K +670 New
CIAS
178
Capital Investment Advisory Services
North Carolina
$18K
GRP
179
Global Retirement Partners
California
$17K +$16.9K +500 New
AWA
180
Arkadios Wealth Advisors
Georgia
$15K -$65K -1,920 -81%
TWM
181
Tradition Wealth Management
Minnesota
$13K
CIA
182
Choate Investment Advisors
Massachusetts
$12K
CFGS
183
Concourse Financial Group Securities
Alabama
$12K
CI
184
CX Institutional
Indiana
$12K +$12.5K +370 New
PA
185
Parallel Advisors
California
$9K +$9.14K +270 New
CFA
186
Carroll Financial Associates
North Carolina
$8K +$339 +10 +4%
WBC
187
West Branch Capital
Massachusetts
$6K
ACA
188
Aptus Capital Advisors
Alabama
$5K
AssetMark Inc
189
AssetMark Inc
California
$3K +$1.35K +40 +80%
Koshinski Asset Management
190
Koshinski Asset Management
Illinois
$2.31K +$2.37K +70 New
IF
191
Ironwood Financial
Arizona
$2K
ME
192
McIlrath & Eck
Washington
$2K
EW
193
Element Wealth
Mississippi
$1K
LWM
194
Liberty Wealth Management
California
$1K
MA
195
Montag & Associates
Georgia
$1K
ACM
196
Avalon Capital Management
California
-$488K -15,000 Closed
DAS
197
Dynamic Advisor Solutions
Arizona
-$377K -11,570 Closed
ARC
198
Advisor Resource Council
Texas
-$234K -7,190 Closed
SCA
199
Stonebridge Capital Advisors
Minnesota
-$102K -3,000 Closed
S
200
SignatureFD
Georgia
-$41K -1,260 Closed