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Invesco S&P 500 Top 50 ETF

278 hedge funds and large institutions have $2.09B invested in Invesco S&P 500 Top 50 ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 97 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+45
Holders Change %
+19.31%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
69
Increased
97
Reduced
75
Closed
21
Calls
$8K
Puts
$15K
Net Calls
-$7K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
251
BlackRock
New York
$37.7K
ASN
252
Advisory Services Network
Georgia
$36.2K +$36.2K +960 New
PMFA
253
Plante Moran Financial Advisors
Michigan
$35.8K
CIAS
254
Capital Investment Advisory Services
North Carolina
$35.3K -$1.85K -49 -5%
IHWM
255
Iron Horse Wealth Management
Iowa
$28.3K
VAMG
256
Voisard Asset Management Group
Michigan
$28.3K +$28.3K +750 New
TRCT
257
Tower Research Capital (TRC)
New York
$26.4K +$26.4K +700 New
PB
258
Pinnacle Bancorp
Nebraska
$25.9K +$75 +2 +0.3%
CFO
259
CVA Family Office
Colorado
$20.7K +$20.7K +550 New
CJ
260
Caitlin John
Michigan
$14.7K +$14.7K +390 New
OP
261
ORG Partners
Indiana
$14.4K +$14.4K +381 New
HBW
262
Hazlett, Burt & Watson
West Virginia
$14K +$14K +376 New
CFS
263
CGC Financial Services
Oregon
$13.2K
CAS
264
Coppell Advisory Solutions
Texas
$12.8K +$12.8K +340 New
GI
265
Gradient Investments
Minnesota
$12.4K
PA
266
Parallel Advisors
California
$10.5K +$75 +2 +0.7%
Simplex Trading
267
Simplex Trading
Illinois
$10K -$10.2K -297 -51%
YDMI
268
Y.D. More Investments
Israel
$9.7K +$9.7K +260 New
SIS
269
Sound Income Strategies
Florida
$9.43K +$9.43K +250 New
AW
270
Avion Wealth
Texas
$9K
FCMT
271
Founders Capital Management (Texas)
Texas
$8.68K
WBC
272
West Branch Capital
Massachusetts
$7.17K
NSG
273
Nalls Sherbakoff Group
Tennessee
$5.66K
CAL
274
Capital Analysts LLC
Pennsylvania
$4K -$8.32K -208 -68%
DFA
275
DHJJ Financial Advisors
Illinois
$2.15K