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Invesco S&P 500 Top 50 ETF

340 hedge funds and large institutions have $2.45B invested in Invesco S&P 500 Top 50 ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 121 increasing their positions, 89 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 17

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

36% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 89

22% more funds holding

Funds holding: 279340 (+61)

18% more capital invested

Capital invested by funds: $2.09B → $2.45B (+$368M)

5.86% less ownership

Funds ownership: 65.11%59.25% (-5.9%)

64% less call options, than puts

Call options by funds: $29K | Put options by funds: $80K

Holders
340
Holders Change
+61
Holders Change %
+21.86%
% of All Funds
4.9%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
81
Increased
121
Reduced
89
Closed
17
Calls
$29K
Puts
$80K
Net Calls
-$51K
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
226
Main Street Financial Solutions
Pennsylvania
$362K -$20.2K -502 -6%
MIA
227
MainStreet Investment Advisors
Illinois
$361K
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$361K
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$357K
DC
230
Darrow Company
Massachusetts
$356K
SMC
231
Smith, Moore & Co
Missouri
$356K -$16.1K -400 -5%
OFG
232
OmniStar Financial Group
North Carolina
$356K +$340K +8,449 New
GFA
233
Gallagher Fiduciary Advisors
Illinois
$347K -$39.3K -976 -11%
CWG
234
Cornerstone Wealth Group
North Carolina
$343K +$327K +8,130 New
GFPC
235
Global Financial Private Client
Florida
$343K +$885 +22 +0.3%
LSA
236
Lansing Street Advisors
Pennsylvania
$339K +$25K +621 +8%
ECM
237
Evergreen Capital Management
Washington
$338K
PCMU
238
Paragon Capital Management (Utah)
Utah
$323K -$5.12M -127,339 -94%
BONH
239
Bank of New Hampshire
New Hampshire
$319K +$304K +7,570 New
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$316K +$301K +7,495 New
LA
241
Lifeworks Advisors
Michigan
$312K -$67.9K -1,687 -19%
ASN
242
Advisory Services Network
Georgia
$302K +$250K +6,217 +648%
Lido Advisors
243
Lido Advisors
California
$302K +$288K +7,162 New
IC
244
IEQ Capital
California
$298K
MWM
245
MinichMacGregor Wealth Management
New York
$291K -$29.3K -729 -10%
BAAM
246
Baker Avenue Asset Management
California
$275K +$263K +6,535 New
ZIMP
247
Zimmermann Investment Management & Planning
Pennsylvania
$270K
GAA
248
Global Assets Advisory
Florida
$270K +$458K +11,383 New
MOS
249
MGO One Seven
Ohio
$269K +$257K +6,378 New
BPA
250
Beacon Pointe Advisors
California
$266K +$254K +6,312 New