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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
DFG
26
Demars Financial Group
Washington
$16.8M +$531K +13,198 +3%
MML Investors Services
27
MML Investors Services
Massachusetts
$16.7M +$2.64M +65,710 +20%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$16.4M -$1.17M -29,000 -7%
CCS
29
Concentric Capital Strategies
Connecticut
$16.3M +$15.5M +386,475 New
PIS
30
POM Investment Strategies
North Carolina
$13.4M +$645K +16,031 +5%
WGCA
31
Wolf Group Capital Advisors
Virginia
$12.5M
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$11.8M +$2.29M +56,881 +25%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$11.6M +$10.6M +264,529 +2,583%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$4.2M +104,383 +61%
SWM
35
Segment Wealth Management
Texas
$10.9M -$86.5K -2,150 -0.8%
SWP
36
Stratos Wealth Partners
Ohio
$10.7M +$4.1M +101,871 +67%
PAG
37
Private Advisor Group
New Jersey
$10.7M +$1.51M +37,477 +17%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$10.5M +$3.03M +75,267 +43%
PP
39
Pegasus Partners
Wisconsin
$10.5M
GRP
40
Global Retirement Partners
California
$10.3M +$670K +16,656 +7%
CWM
41
Cedar Wealth Management
California
$9.93M +$1.21M +30,200 +15%
FGA
42
Fortis Group Advisors
New Jersey
$9.74M +$9.3M +231,198 New
CF
43
Centaurus Financial
California
$8.87M +$269K +6,695 +3%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$8.86M +$2.37M +58,995 +39%
AC
45
Avestar Capital
New York
$8.83M -$7.46M -185,566 -47%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$8.8M -$370K -9,198 -4%
CAP
47
Columbia Advisory Partners
Washington
$8.76M +$55.7K +1,385 +0.7%
WA
48
Waverly Advisors
Alabama
$8.48M +$8.09M +201,236 New
AAS
49
Asset Allocation Strategies
Michigan
$8.11M -$18.5K -461 -0.2%
AI
50
Atria Investments
North Carolina
$7.99M +$2.87M +71,409 +60%