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Invesco S&P 500 Top 50 ETF

221 hedge funds and large institutions have $1.26B invested in Invesco S&P 500 Top 50 ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
33
Increased
89
Reduced
52
Closed
20
Calls
$944K
Puts
$1.32M
Net Calls
-$374K
Net Calls Change
-$4.66M
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
201
Archer Investment Corporation
Indiana
$36K
BlackRock
202
BlackRock
New York
$35K
CIAS
203
Capital Investment Advisory Services
North Carolina
$34.4K
PMFA
204
Plante Moran Financial Advisors
Michigan
$33.2K
PB
205
Pinnacle Bancorp
Nebraska
$30.3K +$348 +10 +1%
HI
206
Harbour Investments
Wisconsin
$29.8K
FGAM
207
Financial Gravity Asset Management
Texas
$26.4K +$2.94K +390 +13%
CFO
208
CVA Family Office
Colorado
$19.2K
PCM
209
Penserra Capital Management
California
$19K +$19K +570 New
RIA
210
Realta Investment Advisors
Delaware
$15.7K +$15.7K +450 New
OP
211
ORG Partners
Indiana
$14.4K +$14.4K +410 New
CIA
212
Choate Investment Advisors
Massachusetts
$12.6K
CFS
213
CGC Financial Services
Oregon
$12.2K +$12.2K +350 New
GI
214
Gradient Investments
Minnesota
$11.5K
PA
215
Parallel Advisors
California
$9.66K
AW
216
Avion Wealth
Texas
$8K
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$7K
WBC
218
West Branch Capital
Massachusetts
$6.65K
ACA
219
Aptus Capital Advisors
Alabama
$5.25K
NSG
220
Nalls Sherbakoff Group
Tennessee
$4.97K
MA
221
Montag & Associates
Georgia
$1.4K
EW
222
Element Wealth
Mississippi
$720
FIM
223
Freedom Investment Management
Connecticut
-$2.45M -79,030 Closed
Goldman Sachs
224
Goldman Sachs
New York
-$1.13M -36,450 Closed
IWM
225
Iams Wealth Management
Nebraska
-$619K -20,220 Closed