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Invesco S&P 500 Top 50 ETF

205 hedge funds and large institutions have $1.21B invested in Invesco S&P 500 Top 50 ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $1B → $1.21B (+$207M)

0% more funds holding

Funds holding: 204205 (+1)

4.66% less ownership

Funds ownership: 545.64%540.98% (-4.7%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

Holders
205
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
22
Increased
61
Reduced
77
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
176
Harbour Investments
Wisconsin
$69.8K -$21.4K -760 -23%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$66.5K
AF
178
Affiance Financial
Minnesota
$62.1K
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$58K +$59.2K +2,100 New
PMFA
180
Plante Moran Financial Advisors
Michigan
$48.3K +$22.6K +800 +84%
TFS
181
TrustCore Financial Services
Tennessee
$43.3K
TCWA
182
Ten Capital Wealth Advisors
Washington
$41.9K
KFI
183
Key Financial Inc
Pennsylvania
$41.2K
FGAM
184
Financial Gravity Asset Management
Texas
$32.2K -$453K -16,070 -85%
AIC
185
Archer Investment Corporation
Indiana
$28.4K -$14.7K -520 -34%
PB
186
Pinnacle Bancorp
Nebraska
$28K
BlackRock
187
BlackRock
New York
$27.6K
ASN
188
Advisory Services Network
Georgia
$26.5K +$27.1K +960 New
SBL
189
Sargent Bickham Lagudis
Colorado
$26K +$1.13K +40 +4%
BC
190
Burleson & Co
California
$19.6K +$20K +710 New
AssetMark Inc
191
AssetMark Inc
California
$19.3K +$15.8K +560 +400%
CIAS
192
Capital Investment Advisory Services
North Carolina
$16.8K
SIC
193
Salem Investment Counselors
North Carolina
$15.5K
CFO
194
CVA Family Office
Colorado
$15.2K
RIA
195
Realta Investment Advisors
Delaware
$12.4K
CIA
196
Choate Investment Advisors
Massachusetts
$9.94K
GI
197
Gradient Investments
Minnesota
$9.11K
PA
198
Parallel Advisors
California
$7.58K
SCA
199
Stuart Chaussee & Associates
California
$6.35K
AW
200
Avion Wealth
Texas
$6K