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Invesco S&P 500 Top 50 ETF

204 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.

Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.29%
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 Market Value Shares Shares
Change
Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$242M 876,735 +76,666 +10%
AWA
2
Arete Wealth Advisors
Illinois
$210M 760 +760 New
LPL Financial
3
LPL Financial
California
$81.3M 294,706 +8,199 +3%
Bank of America
4
Bank of America
North Carolina
$64.7M 234,582 -5,241 -2%
Morgan Stanley
5
Morgan Stanley
New York
$55.9M 202,699 -18,730 -8%
Ameriprise
6
Ameriprise
Minnesota
$47.3M 171,121 +540 +0.3%
UBS Group
7
UBS Group
Switzerland
$45.5M 164,812 -81,191 -33%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$36.3M 131,538 +1,058 +0.8%
Wells Fargo
9
Wells Fargo
California
$32.7M 118,661 +24,936 +27%
GWSG
10
GPS Wealth Strategies Group
Colorado
$24M 87,142 -8,041 -8%
Osaic Holdings
11
Osaic Holdings
Arizona
$20.9M 75,564 +3,181 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15M 54,490 +1,107 +2%
AF
13
Apexium Financial
Texas
$14.8M 53,477 +125 +0.2%
RG
14
Retirement Group
California
$14.5M 52,403 +14,802 +39%
SWM
15
Segment Wealth Management
Texas
$13.8M 50,009 -2,910 -5%
BHB
16
Bank Hapoalim BM
Israel
$12.9M 46,800 +15,172 +48%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11.6M 41,969 -14,080 -25%
PP
18
Pegasus Partners
Wisconsin
$11.3M 41,095 -2,404 -6%
HSBC Holdings
19
HSBC Holdings
United Kingdom
RJFSA
20
Raymond James Financial Services Advisors
Florida
$11M 39,928 +7,895 +25%
WGCA
21
Wolf Group Capital Advisors
Virginia
$10.9M 39,559 +301 +0.8%
RJA
22
Raymond James & Associates
Florida
$9.48M 34,338 -15,064 -30%
WP
23
WealthSource Partners
California
$7.62M 27,599 +4,573 +20%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$7.06M 25,563 -1,742 -6%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$6.81M 24,671 +8,703 +55%