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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
FGAM
201
Financial Gravity Asset Management
Texas
$2.77K -$38K -1,260 -6%
EW
202
Element Wealth
Mississippi
$1K
MA
203
Montag & Associates
Georgia
$1K
WPA
204
West Paces Advisors
Georgia
$808 +$905 +30 New
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$29
SFS
206
Sowell Financial Services
Arkansas
-$936K -357,690 Closed
FTUS
207
Flow Traders U.S.
New York
-$2.31M -80,680 Closed
PAG
208
Private Advisory Group
Washington
-$1.54M -53,650 Closed
OC
209
Oppenheimer & Co
New York
-$586K -20,450 Closed
LJAC
210
L.J. Altfest & Co
New York
-$359K -12,530 Closed
SWP
211
Stratos Wealth Partners
Ohio
-$345K -12,050 Closed
ARC
212
Advisor Resource Council
Texas
-$338K -11,800 Closed
MFG
213
Merit Financial Group
Georgia
-$275K -9,600 Closed
JMPWA
214
JP Morgan Private Wealth Advisors
California
-$222K -7,760 Closed
TF
215
TIAA FSB
Florida
-$220K -7,660 Closed
VWA
216
V Wealth Advisors
Kansas
-$207K -7,230 Closed
Renaissance Technologies
217
Renaissance Technologies
New York
-$201K -7,000 Closed
EWA
218
EP Wealth Advisors
California
-$119K -4,160 Closed
SWM
219
SeaCrest Wealth Management
New York
-$74K -2,590 Closed
Simplex Trading
220
Simplex Trading
Illinois
-$41K -1,460 Closed
PFS
221
Prospera Financial Services
Texas
-$13K -450 Closed
TWM
222
Tradition Wealth Management
Minnesota
-$11K -400 Closed
VVP
223
Venture Visionary Partners
Ohio
-$11.1K -380 Closed
CPFP
224
Clear Perspectives Financial Planning
Ohio
-$4K -150 Closed