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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
WBC
201
West Branch Capital
Massachusetts
$5.24K
NL
202
NVWM LLC
Pennsylvania
$3.31K -$6.49K -230 -66%
PAG
203
Private Advisor Group
New Jersey
$3K +$198K +7,030 +7%
MA
204
Montag & Associates
Georgia
$1.1K
WPA
205
West Paces Advisors
Georgia
$828
EW
206
Element Wealth
Mississippi
$564
RWP
207
Reliant Wealth Planning
Kentucky
-$31.1M -1,156,550 Closed
PS
208
Portfolio Strategies
New York
-$7.03M -588,760 Closed
SOS
209
Silver Oak Securities
Tennessee
-$352K -103,640 Closed
IF
210
Intrua Financial
Texas
-$1.98M -73,700 Closed
AWM
211
Axxcess Wealth Management
California
-$1.48M -55,120 Closed
FSA
212
Financial Services Advisory
Maryland
-$1.37M -50,750 Closed
Marshall Wace
213
Marshall Wace
United Kingdom
-$1.23M -45,810 Closed
AF
214
Advisornet Financial
Minnesota
-$408K -15,150 Closed
ZIMP
215
Zimmermann Investment Management & Planning
Pennsylvania
-$399K -14,840 Closed
BOPW
216
Brandywine Oak Private Wealth
Pennsylvania
-$293K -10,900 Closed
AAS
217
Avantax Advisory Services
Texas
-$285K -10,580 Closed
EFS
218
Essex Financial Services
Connecticut
-$258K -9,570 Closed
CAG
219
Csenge Advisory Group
Florida
-$208K -7,730 Closed
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
-$29 -1,000 Closed
TFM
221
TFC Financial Management
Massachusetts
-$20K -750 Closed
ACA
222
Aptus Capital Advisors
Alabama
-$4K -150 Closed
LTI
223
Laffer Tengler Investments
Tennessee
-$3.23K -120 Closed