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Invesco S&P 500 Top 50 ETF

209 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, 56 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+5
Holders Change %
+2.45%
% 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
56
Reduced
80
Closed
16
Calls
$4.32M
Puts
$31K
Net Calls
+$4.29M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$83K
PTC
177
Private Trust Company
Ohio
$79.8K
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$65.5K -$9.32K -300 -12%
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$65.2K
CIA
180
Cape Investment Advisory
Georgia
$60.6K +$60.6K +1,950 New
KFI
181
Key Financial Inc
Pennsylvania
$47.5K
TCWA
182
Ten Capital Wealth Advisors
Washington
$47.2K
WAM
183
Worth Asset Management
Texas
$40.1K +$40.1K +1,290 New
ASN
184
Advisory Services Network
Georgia
$37.3K +$7.45K +240 +25%
KFS
185
Kelly Financial Services
Massachusetts
$34K +$34K +1,090 New
AIC
186
Archer Investment Corporation
Indiana
$32K
BlackRock
187
BlackRock
New York
$31.1K
CIAS
188
Capital Investment Advisory Services
North Carolina
$30.5K +$11.5K +370 +61%
PMFA
189
Plante Moran Financial Advisors
Michigan
$29.5K -$24.8K -800 -46%
PB
190
Pinnacle Bancorp
Nebraska
$26.8K -$4.37K -140 -14%
HI
191
Harbour Investments
Wisconsin
$26.4K -$52.2K -1,680 -66%
CFO
192
CVA Family Office
Colorado
$17.1K
CIA
193
Choate Investment Advisors
Massachusetts
$11.2K
GI
194
Gradient Investments
Minnesota
$10.2K
PA
195
Parallel Advisors
California
$8.55K
SCA
196
Stuart Chaussee & Associates
California
$7.14K
TRCT
197
Tower Research Capital (TRC)
New York
$7K -$1.15M -37,860 -99%
SIS
198
Sound Income Strategies
Florida
$6.52K +$6.52K +210 New
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$6.21K +$6.21K +200 New
AW
200
Avion Wealth
Texas
$6K