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Invesco S&P 500 Top 50 ETF

233 hedge funds and large institutions have $1.39B invested in Invesco S&P 500 Top 50 ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 190 increasing their positions, 6 reducing their positions, and 23 closing their positions.

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
3.72%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
36
Increased
190
Reduced
6
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$206M 6,066,797 +5,462,339 +904%
LPL Financial
2
LPL Financial
California
$156M 4,598,014 +4,231,355 +1,154%
Morgan Stanley
3
Morgan Stanley
New York
$105M 3,079,024 +2,826,631 +1,120%
Bank of America
4
Bank of America
North Carolina
$102M 3,009,350 +2,756,085 +1,088%
Ameriprise
5
Ameriprise
Minnesota
$65.1M 1,918,023 +1,836,373 +2,249%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$53.6M 1,577,870 +1,419,748 +898%
UBS Group
7
UBS Group
Switzerland
$51.7M 1,522,981 +1,370,533 +899%
Wells Fargo
8
Wells Fargo
California
$51.6M 1,519,982 +1,391,082 +1,079%
OCM
9
One Capital Management
California
$36.5M 1,074,824 +971,096 +936%
Osaic Holdings
10
Osaic Holdings
Arizona
$27.8M 817,957 +755,812 +1,216%
GWSG
11
GPS Wealth Strategies Group
Colorado
$25.1M 739,401 +666,817 +919%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$23.3M 684,809 +633,225 +1,228%
RG
13
Retirement Group
California
$19.6M 575,935 +520,954 +948%
AF
14
Apexium Financial
Texas
$18M 529,248 +474,101 +860%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$17M 500,195 +445,878 +821%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$16.6M 488,192 +447,775 +1,108%
AC
17
Avestar Capital
New York
$16.3M 481,234 +424,357 +746%
BHB
18
Bank Hapoalim BM
Israel
$15.9M 468,000 +421,200 +900%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$15.9M 467,500 +415,000 +790%
RJA
20
Raymond James & Associates
Florida
$13.5M 398,510 +365,742 +1,116%
Stifel Financial
21
Stifel Financial
Missouri
$12.8M 378,317 +342,006 +942%
WGCA
22
Wolf Group Capital Advisors
Virginia
$11.8M 346,330 +310,546 +868%
WP
23
WealthSource Partners
California
$9.24M 272,009 +245,180 +914%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$9.16M 269,645 +239,996 +809%
PP
25
Pegasus Partners
Wisconsin
$8.77M 258,205 +228,922 +782%