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Invesco S&P 500 Top 50 ETF

210 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, 57 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,823% more call options, than puts

Call options by funds: $4.32M | Put options by funds: $31K

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

41.46% more ownership

Funds ownership: 540.98%582.44% (+41%)

2% more funds holding

Funds holding: 205210 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

17% less capital invested

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

29% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 80

Holders
210
Holders Change
+5
Holders Change %
+2.44%
% 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
57
Reduced
80
Closed
16
Calls
$4.32M
Puts
$31K
Net Calls
+$4.29M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$178M -$89.3M -3,044,160 -35%
LPL Financial
2
LPL Financial
California
$82.8M -$8.23M -280,700 -10%
Bank of America
3
Bank of America
North Carolina
$67.8M -$4.73M -161,250 -7%
Morgan Stanley
4
Morgan Stanley
New York
$66.9M +$3.75M +127,840 +6%
Ameriprise
5
Ameriprise
Minnesota
$53.7M +$466K +15,890 +0.9%
UBS Group
6
UBS Group
Switzerland
$50.6M -$550K -18,760 -1%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$40.5M -$324K -11,050 -0.8%
Wells Fargo
8
Wells Fargo
California
$39.5M +$2.48M +84,480 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$23.6M +$147K +5,000 +0.7%
GWSG
10
GPS Wealth Strategies Group
Colorado
$21.7M -$5.03M -171,360 -20%
RG
11
Retirement Group
California
$16.8M +$496K +16,920 +3%
AF
12
Apexium Financial
Texas
$16.7M +$75.1K +2,560 +0.5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$16.5M -$373K -12,730 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$15.2M +$2.06M +70,090 +17%
BHB
15
Bank Hapoalim BM
Israel
$14.5M
WGCA
16
Wolf Group Capital Advisors
Virginia
$11.4M -$805K -27,460 -7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$11.4M -$929K -31,660 -8%
PP
18
Pegasus Partners
Wisconsin
$9.41M -$3.16M -107,900 -26%
EWA
19
EP Wealth Advisors
California
$9.31M +$84.8M +2,892,400 +66,492%
VF
20
VitalStone Financial
Texas
$8.6M +$3.73M +127,180 +120%
WP
21
WealthSource Partners
California
$8.24M -$311K -10,610 -4%
SWM
22
Segment Wealth Management
Texas
$8.03M -$7.08M -241,520 -48%
JP Morgan Chase
23
JP Morgan Chase
New York
$7.87M +$199K +6,790 +3%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$7.37M -$537K -18,320 -7%
FFA
25
Farther Finance Advisors
California
$7.3M +$1.39M +47,290 +25%