We are live on ! Find out more
XLG icon

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
SG
276
Somerset Group
Minnesota
$211K +$201K +5,000 New
WA
277
Wealth Architects
California
$209K +$200K +4,960 New
GC
278
Grimes & Company
Massachusetts
$208K +$199K +4,944 New
PSF
279
Pacific Sun Financial
California
$206K +$197K +4,900 New
MP
280
McDonald Partners
Ohio
$206K +$197K +4,888 New
WCM
281
WealthBridge Capital Management
Ohio
$205K +$195K +4,855 New
FGAM
282
Financial Gravity Asset Management
Texas
$172K +$50.2K +1,247 +41%
GPFA
283
Game Plan Financial Advisors
Ohio
$163K +$155K +3,865 New
AF
284
Allworth Financial
California
$140K
WTA
285
Washington Trust Advisors
Massachusetts
$139K
SAM
286
S.A. Mason
Michigan
$131K
GT
287
Glenmede Trust
Pennsylvania
$122K
SWC
288
Spectrum Wealth Counsel
Indiana
$119K +$114K +2,835 New
EWA
289
EverSource Wealth Advisors
Alabama
$114K
CA
290
Continuum Advisory
Idaho
$100K +$95.5K +2,374 New
HI
291
Harbour Investments
Wisconsin
$86.4K
Jones Financial Companies
292
Jones Financial Companies
Missouri
$83K +$79.2K +1,970 New
HBW
293
Hazlett, Burt & Watson
West Virginia
$81K +$62.3K +1,550 +412%
MIFH
294
Migdal Insurance & Financial Holdings
Israel
$78K -$6.82M -169,507 -99%
VF
295
VitalStone Financial
Texas
$75K +$12.8K +319 +22%
CJ
296
Caitlin John
Michigan
$70.2K +$51.4K +1,277 +327%
KFI
297
Key Financial Inc
Pennsylvania
$69.5K -$3.22K -80 -5%
GJIA
298
Glass Jacobson Investment Advisors
Maryland
$60.4K +$57.7K +1,434 New
S
299
SignatureFD
Georgia
$52.2K
RFA
300
Register Financial Advisors
Georgia
$51.4K