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Invesco S&P 500 Top 50 ETF

204 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
Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.29%
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
Shares
Change %
NL
201
NVWM LLC
Pennsylvania
$3.31K -$6.35K -230 -66%
PAG
202
Private Advisor Group
New Jersey
$3K +$194 +7,030 +7%
MA
203
Montag & Associates
Georgia
$1.1K
WPA
204
West Paces Advisors
Georgia
$828
EW
205
Element Wealth
Mississippi
$564
RWP
206
Reliant Wealth Planning
Kentucky
-$31.1M -1,156,550 Closed
PS
207
Portfolio Strategies
New York
-$7.03M -588,760 Closed
SOS
208
Silver Oak Securities
Tennessee
-$352K -103,640 Closed
IF
209
Intrua Financial
Texas
-$1.98M -73,700 Closed
AWM
210
Axxcess Wealth Management
California
-$1.48M -55,120 Closed
FSA
211
Financial Services Advisory
Maryland
-$1.37M -50,750 Closed
Marshall Wace
212
Marshall Wace
United Kingdom
-$1.23M -45,810 Closed
AF
213
Advisornet Financial
Minnesota
-$408K -15,150 Closed
ZIMP
214
Zimmermann Investment Management & Planning
Pennsylvania
-$399K -14,840 Closed
BOPW
215
Brandywine Oak Private Wealth
Pennsylvania
-$293K -10,900 Closed
AAS
216
Avantax Advisory Services
Texas
-$285K -10,580 Closed
EFS
217
Essex Financial Services
Connecticut
-$258K -9,570 Closed
CAG
218
Csenge Advisory Group
Florida
-$208K -7,730 Closed
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
-$29 -1,000 Closed
TFM
220
TFC Financial Management
Massachusetts
-$20K -750 Closed
ACA
221
Aptus Capital Advisors
Alabama
-$4K -150 Closed
LTI
222
Laffer Tengler Investments
Tennessee
-$3.23K -120 Closed