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
WCM
301
Winthrop Capital Management
Indiana
$51K
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$47K +$44.8K +1,115 New
SFC
303
SYM Financial Corp
Indiana
$46.3K
AIC
304
Archer Investment Corporation
Indiana
$46.2K
KFS
305
Kelly Financial Services
Massachusetts
$42.8K -$1.21K -30 -3%
BlackRock
306
BlackRock
New York
$42.1K
PMFA
307
Plante Moran Financial Advisors
Michigan
$40K
CIAS
308
Capital Investment Advisory Services
North Carolina
$34.4K -$4.75K -118 -13%
IHWM
309
Iron Horse Wealth Management
Iowa
$31.6K
VAMG
310
Voisard Asset Management Group
Michigan
$31.6K
RA
311
Ransom Advisory
Rhode Island
$29.9K +$28.6K +710 New
PB
312
Pinnacle Bancorp
Nebraska
$29K +$40 +1 +0.1%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$24.5K +$23.4K +581 New
CFO
314
CVA Family Office
Colorado
$23.2K
T
315
Tidemark
California
$21.1K -$842K -20,940 -98%
TWC
316
TD Waterhouse Canada
Ontario, Canada
$14.8K +$10.5K +260 New
CFS
317
CGC Financial Services
Oregon
$14.7K
PA
318
Parallel Advisors
California
$11.7K
WCM
319
Westend Capital Management
California
$11.4K +$10.9K +270 New
YDMI
320
Y.D. More Investments
Israel
$10.9K
FCMT
321
Founders Capital Management (Texas)
Texas
$9.69K
WWP
322
WR Wealth Planners
Missouri
$9.69K +$9.25K +230 New
RIA
323
Realta Investment Advisors
Delaware
$8.46K +$8.09K +201 New
WBC
324
West Branch Capital
Massachusetts
$8.01K
PCM
325
Penserra Capital Management
California
$7K +$7.36K +183 New