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Invesco S&P 500 Top 50 ETF

204 hedge funds and large institutions have $1B invested in Invesco S&P 500 Top 50 ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

5% less capital invested

Capital invested by funds: $1.05B → $1B (-$52.5M)

3% less funds holding

Funds holding: 211204 (-7)

12.41% less ownership

Funds ownership: 558.05%545.64% (-12%)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
204
Holders Change
-7
Holders Change %
-3.32%
% of All Funds
3.51%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.21%
New
14
Increased
74
Reduced
67
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
176
Tower Research Capital (TRC)
New York
$48K +$6.03K +200 +13%
TFS
177
TrustCore Financial Services
Tennessee
$42K
AIC
178
Archer Investment Corporation
Indiana
$41.7K
KFI
179
Key Financial Inc
Pennsylvania
$41K
TCWA
180
Ten Capital Wealth Advisors
Washington
$41K
BlackRock
181
BlackRock
New York
$27K -$2.11K -70 -7%
PB
182
Pinnacle Bancorp
Nebraska
$27K +$18.1K +600 +150%
PMFA
183
Plante Moran Financial Advisors
Michigan
$26K
SBL
184
Sargent Bickham Lagudis
Colorado
$24K
TFM
185
TFC Financial Management
Massachusetts
$20K +$22.6K +750 New
CIAS
186
Capital Investment Advisory Services
North Carolina
$16K -$14.2K -470 -44%
CCM
187
Covington Capital Management
California
$15K -$5.13K -170 -24%
CFO
188
CVA Family Office
Colorado
$15K
SIC
189
Salem Investment Counselors
North Carolina
$15K
RIA
190
Realta Investment Advisors
Delaware
$12K +$13.6K +450 New
CIA
191
Choate Investment Advisors
Massachusetts
$10K
GI
192
Gradient Investments
Minnesota
$9K -$13.6K -450 -58%
NL
193
NVWM LLC
Pennsylvania
$9K
PA
194
Parallel Advisors
California
$7K
AW
195
Avion Wealth
Texas
$6K -$9.95K -330 -59%
SCA
196
Stuart Chaussee & Associates
California
$6K
WBC
197
West Branch Capital
Massachusetts
$5K
ACA
198
Aptus Capital Advisors
Alabama
$4K
AssetMark Inc
199
AssetMark Inc
California
$4K +$4.22K +140 New
LTI
200
Laffer Tengler Investments
Tennessee
$3.23K +$3.62K +120 New