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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
CWP
326
Concord Wealth Partners
Virginia
$6.32K +$6.03K +150 New
SIS
327
Sound Income Strategies
Florida
$6.07K -$4.26K -106 -42%
HFS
328
Hantz Financial Services
Michigan
$6K +$5.63K +140 New
HT
329
Headlands Technologies
Illinois
$4.51K +$4.3K +107 New
National Bank of Canada
330
National Bank of Canada
Quebec, Canada
$4.31K +$4.1K +102 New
WCM
331
Weaver Capital Management
Georgia
$4K +$3.82K +95 New
Simplex Trading
332
Simplex Trading
Illinois
$4K -$7.28K -181 -62%
CAL
333
Capital Analysts LLC
Pennsylvania
$4K +$40 +1 +1%
BHWM
334
Beaird Harris Wealth Management
Texas
$3.79K +$3.62K +90 New
DFA
335
DHJJ Financial Advisors
Illinois
$2.41K
TCG
336
Transcendent Capital Group
Oklahoma
$1.66K
VWM
337
Venturi Wealth Management
Texas
$1.52K +$1.45K +36 New
EW
338
Element Wealth
Mississippi
$873
CPA
339
Clear Point Advisors
New York
$424
AssetMark Inc
340
AssetMark Inc
California
$253 -$104K -2,575 -100%
PPW
341
Pasadena Private Wealth
California
-$6.78M -179,704 Closed
KW
342
KWB Wealth
California
-$2.88M -76,475 Closed
GCP
343
GSA Capital Partners
United Kingdom
-$2.09M -55,400 Closed
NWM
344
Napa Wealth Management
California
-$1.15M -30,493 Closed
VPP
345
Vertex Planning Partners
Illinois
-$1.09M -28,960 Closed
FWA
346
FSC Wealth Advisors
New York
-$519K -13,751 Closed
Jane Street
347
Jane Street
New York
-$456K -12,078 Closed
ARC
348
Advisor Resource Council
Texas
-$392K -10,384 Closed
RL
349
Retireful LLC
Michigan
-$368K -9,749 Closed
Susquehanna International Group
350
Susquehanna International Group
Pennsylvania
-$310K -8,230 Closed