XLG icon

Invesco S&P 500 Top 50 ETF

411 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Top 50 ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 120 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+30
Holders Change %
+7.87%
% of All Funds
5.95%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
59
Increased
172
Reduced
120
Closed
26
Calls
$1.88M
Puts
$1.38M
Net Calls
+$504K
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
251
Perigon Wealth Management
California
$467K +$35.6K +750 +8%
FHC
252
First Heartland Consultants
Missouri
$466K +$18.2K +382 +4%
Citadel Advisors
253
Citadel Advisors
Florida
$459K -$1.28M -26,934 -74%
AWM
254
AE Wealth Management
Kansas
$455K -$962K -20,231 -68%
BWP
255
Balboa Wealth Partners
Arizona
$449K +$4.75K +100 +1%
GFA
256
Gallagher Fiduciary Advisors
Illinois
$448K +$39.2K +824 +10%
NL
257
NVWM LLC
Pennsylvania
$441K -$608K -12,801 -58%
KCFA
258
Key Client Fiduciary Advisors
New Jersey
$438K +$808 +17 +0.2%
EM
259
ELCO Management
New York
$430K +$11.9K +250 +3%
DCM
260
DGS Capital Management
New Jersey
$429K -$81.8K -1,722 -16%
LSA
261
Lansing Street Advisors
Pennsylvania
$426K +$47.4K +997 +13%
Cerity Partners
262
Cerity Partners
New York
$416K -$66.4K -1,398 -14%
UAG
263
United Advisor Group
Ohio
$416K +$65.5K +1,378 +19%
BRWA
264
B. Riley Wealth Advisors
Florida
$415K +$117K +2,472 +39%
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$413K +$5.7K +120 +1%
MIA
266
MainStreet Investment Advisors
Illinois
$407K
PFP
267
Pinnacle Financial Partners
Tennessee
$405K -$5.94K -125 -1%
WPC
268
Wedmont Private Capital
Pennsylvania
$404K -$87.3K -1,860 -18%
DC
269
Darrow Company
Massachusetts
$401K
GPFA
270
Game Plan Financial Advisors
Ohio
$389K +$192K +4,050 +98%
GFPC
271
Global Financial Private Client
Florida
$388K +$856 +18 +0.2%
CWG
272
Cornerstone Wealth Group
North Carolina
$386K
BAAM
273
Baker Avenue Asset Management
California
$385K -$19.6K -413 -5%
ECM
274
Evergreen Capital Management
Washington
$381K
CA
275
Crewe Advisors
Utah
$377K +$377K +7,924 New