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Invesco S&P 500 Top 50 ETF

203 hedge funds and large institutions have $1B invested in Invesco S&P 500 Top 50 ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 20 closing their positions.

Holders
203
Holders Change
-7
Holders Change %
-3.33%
% of All Funds
3.51%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.21%
New
14
Increased
73
Reduced
67
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$215M 800,069 -27,926 -3%
LPL Financial
2
LPL Financial
California
$77.1M 286,507 -31 -0%
UBS Group
3
UBS Group
Switzerland
$66.2M 246,003 -24,098 -9%
Bank of America
4
Bank of America
North Carolina
$64.6M 239,823 -2,017 -0.8%
Morgan Stanley
5
Morgan Stanley
New York
$59.6M 221,429 -12,717 -5%
Ameriprise
6
Ameriprise
Minnesota
$45.8M 170,581 +31,671 +23%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$35.1M 130,480 +628 +0.5%
RWP
8
Reliant Wealth Planning
Kentucky
$31.1M 115,655 +1,603 +1%
GWSG
9
GPS Wealth Strategies Group
Colorado
$25.6M 95,183 +24,398 +34%
Wells Fargo
10
Wells Fargo
California
$25.2M 93,725 +4,390 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$19.5M 72,383 +11,573 +19%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$15.1M 56,049 +18,750 +50%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$14.4M 53,383 -6,730 -11%
AF
14
Apexium Financial
Texas
$14.4M 53,352 +44,817 +525%
SWM
15
Segment Wealth Management
Texas
$14.2M 52,919 +52,919 New
RJA
16
Raymond James & Associates
Florida
$13.3M 49,402 +20,953 +74%
PP
17
Pegasus Partners
Wisconsin
$11.7M 43,499 +6,114 +16%
WGCA
18
Wolf Group Capital Advisors
Virginia
$10.6M 39,258 -490 -1%
RG
19
Retirement Group
California
$10.1M 37,601 -31,487 -46%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$8.63M 32,033 +1,602 +5%
BHB
21
Bank Hapoalim BM
Israel
$8.51M 31,628
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$7.35M 27,305 -7,778 -22%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.13M 26,470 +3,427 +15%
PS
24
Portfolio Strategies
New York
$7.03M 58,876 -720 -1%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$6.62M 24,598 +854 +4%