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Invesco S&P 500 Top 50 ETF

209 hedge funds and large institutions have $1B invested in Invesco S&P 500 Top 50 ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 80 reducing their positions, and 16 closing their positions.

Holders
209
Holders Change
+5
Holders Change %
+2.45%
% of All Funds
3.35%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
29
Increased
56
Reduced
80
Closed
16
Calls
$4.32M
Puts
$31K
Net Calls
+$4.29M
Net Calls Change
+$4.29M
Name Market Value Shares Shares
Change
Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$178M 572,319 -304,416 -35%
LPL Financial
2
LPL Financial
California
$82.8M 266,636 -28,070 -10%
Bank of America
3
Bank of America
North Carolina
$67.8M 218,457 -16,125 -7%
Morgan Stanley
4
Morgan Stanley
New York
$66.9M 215,483 +12,784 +6%
Ameriprise
5
Ameriprise
Minnesota
$53.7M 172,710 +1,589 +0.9%
UBS Group
6
UBS Group
Switzerland
$50.6M 162,936 -1,876 -1%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$40.5M 130,433 -1,105 -0.8%
Wells Fargo
8
Wells Fargo
California
$39.5M 127,109 +8,448 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$23.6M 76,064 +500 +0.7%
GWSG
10
GPS Wealth Strategies Group
Colorado
$21.7M 70,006 -17,136 -20%
RG
11
Retirement Group
California
$16.8M 54,095 +1,692 +3%
AF
12
Apexium Financial
Texas
$16.7M 53,733 +256 +0.5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$16.5M 53,217 -1,273 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$15.2M 48,978 +7,009 +17%
BHB
15
Bank Hapoalim BM
Israel
$14.5M 46,800
WGCA
16
Wolf Group Capital Advisors
Virginia
$11.4M 36,813 -2,746 -7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$11.4M 36,762 -3,166 -8%
PP
18
Pegasus Partners
Wisconsin
$9.41M 30,305 -10,790 -26%
EWA
19
EP Wealth Advisors
California
$9.31M 289,675 +289,240 +66,492%
VF
20
VitalStone Financial
Texas
$8.6M 23,315 +12,718 +120%
WP
21
WealthSource Partners
California
$8.24M 26,538 -1,061 -4%
SWM
22
Segment Wealth Management
Texas
$8.03M 25,857 -24,152 -48%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$7.87M 25,350 +679 +3%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$7.37M 23,731 -1,832 -7%
FFA
25
Farther Finance Advisors
California
$7.3M 23,502 +4,729 +25%