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Invesco S&P 500 Top 50 ETF

205 hedge funds and large institutions have $1.21B invested in Invesco S&P 500 Top 50 ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $1B → $1.21B (+$207M)

0% more funds holding

Funds holding: 204205 (+1)

4.66% less ownership

Funds ownership: 545.64%540.98% (-4.7%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

Holders
205
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
22
Increased
61
Reduced
77
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$242M +$21.6M +766,660 +10%
AWA
2
Arete Wealth Advisors
Illinois
$210M +$214K +7,600 New
LPL Financial
3
LPL Financial
California
$81.3M +$2.31M +81,990 +3%
Bank of America
4
Bank of America
North Carolina
$64.7M -$1.48M -52,410 -2%
Morgan Stanley
5
Morgan Stanley
New York
$55.9M -$5.28M -187,300 -8%
Ameriprise
6
Ameriprise
Minnesota
$47.3M +$152K +5,400 +0.3%
UBS Group
7
UBS Group
Switzerland
$45.5M -$22.9M -811,910 -33%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$36.3M +$298K +10,580 +0.8%
Wells Fargo
9
Wells Fargo
California
$32.7M +$7.04M +249,360 +27%
GWSG
10
GPS Wealth Strategies Group
Colorado
$24M -$2.27M -80,410 -8%
Osaic Holdings
11
Osaic Holdings
Arizona
$20.9M +$897K +31,810 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15M +$312K +11,070 +2%
AF
13
Apexium Financial
Texas
$14.8M +$35.3K +1,250 +0.2%
RG
14
Retirement Group
California
$14.5M +$4.18M +148,020 +39%
SWM
15
Segment Wealth Management
Texas
$13.8M -$821K -29,100 -5%
BHB
16
Bank Hapoalim BM
Israel
$12.9M +$4.28M +151,720 +48%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11.6M -$3.97M -140,800 -25%
PP
18
Pegasus Partners
Wisconsin
$11.3M -$678K -24,040 -6%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$11.1M
RJFSA
20
Raymond James Financial Services Advisors
Florida
$11M +$2.23M +78,950 +25%
WGCA
21
Wolf Group Capital Advisors
Virginia
$10.9M +$84.9K +3,010 +0.8%
RJA
22
Raymond James & Associates
Florida
$9.48M -$4.25M -150,640 -30%
WP
23
WealthSource Partners
California
$7.62M +$1.29M +45,730 +20%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$7.05M -$491K -17,420 -6%
JP Morgan Chase
25
JP Morgan Chase
New York
$6.81M +$2.46M +87,030 +55%