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Invesco S&P 500 Top 50 ETF

278 hedge funds and large institutions have $2.09B invested in Invesco S&P 500 Top 50 ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 97 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+45
Holders Change %
+19.31%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
69
Increased
97
Reduced
75
Closed
21
Calls
$8K
Puts
$15K
Net Calls
-$7K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
201
Cerity Partners
New York
$330K +$330K +8,756 New
PFP
202
Pinnacle Financial Partners
Tennessee
$326K
MIA
203
MainStreet Investment Advisors
Illinois
$323K -$20.2K -535 -6%
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$323K -$20.2K -535 -6%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$320K -$146K -3,870 -31%
DC
206
Darrow Company
Massachusetts
$319K -$187K -4,955 -37%
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$310K -$1.83M -48,644 -86%
GFPC
208
Global Financial Private Client
Florida
$306K +$604 +16 +0.2%
ECM
209
Evergreen Capital Management
Washington
$303K
MWM
210
MinichMacGregor Wealth Management
New York
$288K +$288K +7,633 New
LSA
211
Lansing Street Advisors
Pennsylvania
$280K +$280K +7,420 New
NC
212
NovaPoint Capital
Georgia
$274K -$679 -18 -0.2%
IC
213
IEQ Capital
California
$267K +$8.3K +220 +3%
SG
214
StoneX Group
New York
$260K +$260K +6,880 New
NS
215
NBC Securities
Alabama
$249K +$94.3K +2,500 +61%
BJL
216
Brighton Jones LLC
Washington
$244K +$566 +15 +0.2%
RAG
217
RIA Advisory Group
Iowa
$244K -$2.27M -70,390 -90%
ZIMP
218
Zimmermann Investment Management & Planning
Pennsylvania
$242K -$32.2K -853 -12%
MSAM
219
Moloney Securities Asset Management
Missouri
$231K
AR
220
Apeiron RIA
Texas
$221K +$221K +5,850 New
SWM
221
Spire Wealth Management
Virginia
$220K +$19.9K +511 +10%
BWL
222
Bogart Wealth LLC
Virginia
$219K +$377 +10 +0.2%
LIM
223
Leavell Investment Management
Alabama
$214K +$214K +5,665 New
BAM
224
Belpointe Asset Management
Nevada
$209K -$21.5K -571 -9%
KLI
225
Kelman-Lazarov Inc
Tennessee
$207K +$207K +5,500 New