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Invesco S&P 500 Top 50 ETF

204 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, 74 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

5% less capital invested

Capital invested by funds: $1.05B → $1B (-$52.5M)

3% less funds holding

Funds holding: 211204 (-7)

12.41% less ownership

Funds ownership: 558.05%545.64% (-12%)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
204
Holders Change
-7
Holders Change %
-3.32%
% 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
74
Reduced
67
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$215M -$8.42M -279,260 -3%
LPL Financial
2
LPL Financial
California
$77.1M -$9.35K -310 -0%
UBS Group
3
UBS Group
Switzerland
$66.2M -$7.27M -240,980 -9%
Bank of America
4
Bank of America
North Carolina
$64.6M -$608K -20,170 -0.8%
Morgan Stanley
5
Morgan Stanley
New York
$59.6M -$3.84M -127,170 -5%
Ameriprise
6
Ameriprise
Minnesota
$45.8M +$9.55M +316,710 +23%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$35.1M +$189K +6,280 +0.5%
RWP
8
Reliant Wealth Planning
Kentucky
$31.1M +$484K +16,030 +1%
GWSG
9
GPS Wealth Strategies Group
Colorado
$25.6M +$7.36M +243,980 +34%
Wells Fargo
10
Wells Fargo
California
$25.2M +$1.32M +43,900 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$19.5M +$3.49M +115,730 +19%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$15.1M +$5.66M +187,500 +50%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$14.4M -$2.03M -67,300 -11%
AF
14
Apexium Financial
Texas
$14.4M +$13.5M +448,170 +525%
SWM
15
Segment Wealth Management
Texas
$14.2M +$16M +529,190 New
RJA
16
Raymond James & Associates
Florida
$13.3M +$6.32M +209,530 +74%
PP
17
Pegasus Partners
Wisconsin
$11.7M +$1.84M +61,140 +16%
WGCA
18
Wolf Group Capital Advisors
Virginia
$10.6M -$148K -4,900 -1%
RG
19
Retirement Group
California
$10.1M -$9.5M -314,870 -46%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$8.63M +$483K +16,020 +5%
BHB
21
Bank Hapoalim BM
Israel
$8.51M
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$7.35M -$2.35M -77,780 -22%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.13M +$1.03M +34,270 +15%
PS
24
Portfolio Strategies
New York
$7.03M -$217K -7,200 -1%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$6.62M +$258K +8,540 +4%