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Invesco S&P 500 Top 50 ETF

221 hedge funds and large institutions have $1.44B invested in Invesco S&P 500 Top 50 ETF in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 83 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+29
Holders Change %
+15.1%
% of All Funds
3.41%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
48
Increased
83
Reduced
44
Closed
16
Calls
Puts
$223K
Net Calls
-$223K
Net Calls Change
-$423K
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
176
Walker Asset Management
Missouri
$250K +$250K +6,760 New
JPMPWA
177
J.P. Morgan Private Wealth Advisors
California
$240K
CFG
178
Cooper Financial Group
California
$227K -$4.05K -110 -2%
MSAM
179
Moloney Securities Asset Management
Missouri
$226K
PWM
180
Perigon Wealth Management
California
$224K
CA
181
Carson Advisory
Georgia
$212K +$212K +5,750 New
CG
182
Caprock Group
Idaho
$211K +$211K +5,730 New
ABC
183
Associated Banc-Corp
Wisconsin
$202K +$202K +5,460 New
Simplex Trading
184
Simplex Trading
Illinois
$202K +$202K +5,480 New
NFSG
185
Newbridge Financial Services Group
Florida
$172K +$42.5K +1,150 +33%
BWL
186
Bogart Wealth LLC
Virginia
$158K +$737 +20 +0.5%
BFEC
187
Benjamin F. Edwards & Company
Missouri
$144K +$20.7K +560 +17%
SAM
188
S.A. Mason
Michigan
$124K +$124K +3,350 New
WTA
189
Washington Trust Advisors
Massachusetts
$122K +$122K +3,300 New
GT
190
Glenmede Trust
Pennsylvania
$107K
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$99K +$99K +2,680 New
CAL
192
Capital Analysts LLC
Pennsylvania
$97K
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$89K
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$85K -$101K -2,760 -54%
AF
195
Affiance Financial
Minnesota
$83K
CFRPA
196
Castle Financial & Retirement Planning Associates
New Jersey
$78K +$78K +2,250 New
APA
197
American Portfolios Advisors
New York
$73.4K +$19.2K +520 +35%
TFS
198
TrustCore Financial Services
Tennessee
$58K
AIC
199
Archer Investment Corporation
Indiana
$57.2K
TCWA
200
Ten Capital Wealth Advisors
Washington
$56K