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Invesco S&P 500 Top 50 ETF

210 hedge funds and large institutions have $1B invested in Invesco S&P 500 Top 50 ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,823% more call options, than puts

Call options by funds: $4.32M | Put options by funds: $31K

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

41.46% more ownership

Funds ownership: 540.98%582.44% (+41%)

2% more funds holding

Funds holding: 205210 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

17% less capital invested

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

29% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 80

Holders
210
Holders Change
+5
Holders Change %
+2.44%
% of All Funds
3.35%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
29
Increased
57
Reduced
80
Closed
16
Calls
$4.32M
Puts
$31K
Net Calls
+$4.29M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$87.6K
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$83K
PTC
178
Private Trust Company
Ohio
$79.8K
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$65.5K -$8.8K -300 -12%
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$65.2K
CIA
181
Cape Investment Advisory
Georgia
$60.6K +$57.2K +1,950 New
KFI
182
Key Financial Inc
Pennsylvania
$47.5K
TCWA
183
Ten Capital Wealth Advisors
Washington
$47.2K
WAM
184
Worth Asset Management
Texas
$40.1K +$37.8K +1,290 New
ASN
185
Advisory Services Network
Georgia
$37.3K +$7.04K +240 +25%
KFS
186
Kelly Financial Services
Massachusetts
$34K +$32K +1,090 New
AIC
187
Archer Investment Corporation
Indiana
$32K
BlackRock
188
BlackRock
New York
$31.1K
CIAS
189
Capital Investment Advisory Services
North Carolina
$30.5K +$10.9K +370 +61%
PMFA
190
Plante Moran Financial Advisors
Michigan
$29.5K -$23.5K -800 -46%
PB
191
Pinnacle Bancorp
Nebraska
$26.8K -$4.11K -140 -14%
HI
192
Harbour Investments
Wisconsin
$26.4K -$49.3K -1,680 -66%
CFO
193
CVA Family Office
Colorado
$17.1K
CIA
194
Choate Investment Advisors
Massachusetts
$11.2K
GI
195
Gradient Investments
Minnesota
$10.2K
PA
196
Parallel Advisors
California
$8.55K
SCA
197
Stuart Chaussee & Associates
California
$7.14K
TRCT
198
Tower Research Capital (TRC)
New York
$7K -$1.11M -37,860 -99%
SIS
199
Sound Income Strategies
Florida
$6.52K +$6.16K +210 New
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$6.21K +$5.87K +200 New