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Invesco S&P 500 Top 50 ETF

233 hedge funds and large institutions have $1.39B invested in Invesco S&P 500 Top 50 ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
3.71%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
36
Increased
79
Reduced
82
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$255K +$248K +6,947 +3,474%
NC
177
NovaPoint Capital
Georgia
$247K
ZIMP
178
Zimmermann Investment Management & Planning
Pennsylvania
$247K +$985 +29 +0.4%
IC
179
IEQ Capital
California
$233K -$43.5K -1,280 -16%
Baird Financial Group
180
Baird Financial Group
Wisconsin
$221K +$221K +6,499 New
BJL
181
Brighton Jones LLC
Washington
$219K +$475 +14 +0.2%
TI
182
Tidal Investments
Wisconsin
$218K +$218K +6,422 New
KAS
183
KPP Advisory Services
Kentucky
$217K +$217K +6,390 New
MSAM
184
Moloney Securities Asset Management
Missouri
$208K
BAM
185
Belpointe Asset Management
Nevada
$208K +$10.7K +316 +5%
Jane Street
186
Jane Street
New York
$203K +$203K +5,984 New
BWL
187
Bogart Wealth LLC
Virginia
$197K -$7.98K -235 -4%
BFEC
188
Benjamin F. Edwards & Company
Missouri
$182K -$5.56K -164 -3%
SWM
189
Spire Wealth Management
Virginia
$175K -$6.62K -195 -4%
EWA
190
EP Wealth Advisors
California
$147K -$575M -16,927,865 -100%
NS
191
NBC Securities
Alabama
$139K +$139K +4,103 New
AF
192
Allworth Financial
California
$138K
PTC
193
Private Trust Company
Ohio
$129K +$26.5K +779 +26%
GWM
194
Geneos Wealth Management
Colorado
$126K -$68 -2 -0.1%
WTA
195
Washington Trust Advisors
Massachusetts
$112K
BAAM
196
Baker Avenue Asset Management
California
$111K +$8.15K +240 +8%
SAM
197
S.A. Mason
Michigan
$105K +$105K +3,100 New
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$103K +$11.8K +348 +13%
GT
199
Glenmede Trust
Pennsylvania
$98.5K
EWA
200
EverSource Wealth Advisors
Alabama
$95.8K