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Invesco S&P 500 Top 50 ETF

192 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, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.37%
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
43
Closed
10
Calls
$200K
Puts
Net Calls
+$200K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Shares
Change %
GKWIM
176
Gerber Kawasaki Wealth & Investment Management
California
$22K +$22K +670 New
CIAS
177
Capital Investment Advisory Services
North Carolina
$18K
GRP
178
Global Retirement Partners
California
$17K +$17K +500 New
AWA
179
Arkadios Wealth Advisors
Georgia
$15K -$62.6K -1,920 -81%
TWM
180
Tradition Wealth Management
Minnesota
$13K
CFGS
181
Concourse Financial Group Securities
Alabama
$12K
CIA
182
Choate Investment Advisors
Massachusetts
$12K
CI
183
CX Institutional
Indiana
$12K +$12K +370 New
PA
184
Parallel Advisors
California
$9K +$9K +270 New
CFA
185
Carroll Financial Associates
North Carolina
$8K +$296 +10 +4%
WBC
186
West Branch Capital
Massachusetts
$6K
ACA
187
Aptus Capital Advisors
Alabama
$5K
AssetMark Inc
188
AssetMark Inc
California
$3K +$1.33K +40 +80%
Koshinski Asset Management
189
Koshinski Asset Management
Illinois
$2.31K +$2.31K +70 New
IF
190
Ironwood Financial
Arizona
$2K
ME
191
McIlrath & Eck
Washington
$2K
MA
192
Montag & Associates
Georgia
$1K
LWM
193
Liberty Wealth Management
California
$1K
EW
194
Element Wealth
Mississippi
$1K
ACM
195
Avalon Capital Management
California
-$488K -15,000 Closed
DAS
196
Dynamic Advisor Solutions
Arizona
-$377K -11,570 Closed
ARC
197
Advisor Resource Council
Texas
-$234K -7,190 Closed
SCA
198
Stonebridge Capital Advisors
Minnesota
-$93K -3,000 Closed
S
199
SignatureFD
Georgia
-$41K -1,260 Closed
BlackRock
200
BlackRock
New York
-$35K -1,060 Closed