XLG icon

Invesco S&P 500 Top 50 ETF

468 hedge funds and large institutions have $4.59B invested in Invesco S&P 500 Top 50 ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 214 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+57
Holders Change %
+13.87%
% of All Funds
6.23%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
88
Increased
214
Reduced
101
Closed
22
Calls
$2.65M
Puts
$570K
Net Calls
+$2.08M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
401
CIBC Private Wealth Group
Georgia
$75.1K +$22.8K +454 +44%
RIA
402
Realta Investment Advisors
Delaware
$71.5K -$169K -3,347 -70%
PA
403
Parallel Advisors
California
$71.1K -$12.5K -250 -15%
MSG
404
Main Street Group
Virginia
$68.4K +$68.4K +1,370 New
GJIA
405
Glass Jacobson Investment Advisors
Maryland
$68.4K -$3.55K -71 -5%
S
406
SignatureFD
Georgia
$61.9K
WCM
407
Winthrop Capital Management
Indiana
$60K
AIC
408
Archer Investment Corporation
Indiana
$58.3K +$3.55K +71 +6%
GSWM
409
Golden State Wealth Management
California
$58K +$58K +1,161 New
LC
410
Luminist Capital
Michigan
$54.7K +$54.7K +1,095 New
RIL
411
Rothschild Investment LLC
Illinois
$50K +$50K +1,000 New
KWM
412
Kiker Wealth Management
Georgia
$50K +$50K +1,000 New
PMFA
413
Plante Moran Financial Advisors
Michigan
$47.5K
T
414
Transce3nd
Texas
$46.9K +$46.9K +939 New
FGC
415
Financial Gravity Companies
Texas
$46.5K +$2.05K +41 +5%
Simplex Trading
416
Simplex Trading
Illinois
$44K -$538K -10,902 -92%
CIAS
417
Capital Investment Advisory Services
North Carolina
$40.9K
IHWM
418
Iron Horse Wealth Management
Iowa
$37.5K
Russell Investments Group
419
Russell Investments Group
United Kingdom
$35.3K -$1.85K -37 -5%
PB
420
Pinnacle Bancorp
Nebraska
$34.6K +$50 +1 +0.1%
DRP
421
Decker Retirement Planning
Utah
$34.5K +$34.5K +690 New
MEG
422
Millstone Evans Group
Colorado
$31.8K +$31.8K +636 New
CCM
423
Chilton Capital Management
Texas
$31.7K +$31.7K +635 New
AWM
424
Abound Wealth Management
Tennessee
$30.1K +$30.1K +603 New
PCMC
425
Private Capital Management (Colorado)
Colorado
$30K