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Invesco S&P 500 Top 50 ETF

211 hedge funds and large institutions have $1.05B invested in Invesco S&P 500 Top 50 ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 213211 (-2)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2.41% less ownership

Funds ownership: 560.46%558.05% (-2.4%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

22% less capital invested

Capital invested by funds: $1.34B → $1.05B (-$290M)

32% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 79

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.55%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
23
Increased
54
Reduced
79
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$237M +$24.2M +775,640 +10%
LPL Financial
2
LPL Financial
California
$82.1M -$1.19M -38,150 -1%
UBS Group
3
UBS Group
Switzerland
$77.4M +$15.2M +487,580 +22%
Bank of America
4
Bank of America
North Carolina
$69.3M -$40.4M -1,297,820 -35%
Morgan Stanley
5
Morgan Stanley
New York
$67.1M -$2.32M -74,580 -3%
Ameriprise
6
Ameriprise
Minnesota
$39.8M -$20.5M -658,830 -32%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$37.2M +$1.27M +40,720 +3%
RWP
8
Reliant Wealth Planning
Kentucky
$32.7M -$105K -3,380 -0.3%
Wells Fargo
9
Wells Fargo
California
$25.6M -$11.7M -374,160 -30%
GWSG
10
GPS Wealth Strategies Group
Colorado
$20.3M +$15.1M +485,680 +219%
RG
11
Retirement Group
California
$19.8M +$694K +22,260 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$17.4M +$1.49M +47,930 +9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$17.2M -$1.91M -61,270 -9%
PS
14
Portfolio Strategies
New York
$17.1M -$128K -4,110 -0.7%
WGCA
15
Wolf Group Capital Advisors
Virginia
$11.4M -$634K -20,330 -5%
WP
16
WealthSource Partners
California
$10.9M +$9.48M +304,060 +397%
PP
17
Pegasus Partners
Wisconsin
$10.7M +$2.57M +82,500 +28%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$10.7M +$1.89M +60,640 +19%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$10.1M -$3.29M -105,520 -23%
BHB
20
Bank Hapoalim BM
Israel
$9.06M
RJFSA
21
Raymond James Financial Services Advisors
Florida
$8.72M -$13.9M -447,500 -60%
RJA
22
Raymond James & Associates
Florida
$8.15M +$1.97M +63,090 +28%
PAG
23
Private Advisor Group
New Jersey
$7.88M -$5.38M -172,570 -39%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$6.86M +$114K +3,670 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$6.6M -$1.86M -59,820 -21%