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Invesco S&P 500 Top 50 ETF
222 hedge funds and large institutions have $1.26B invested in Invesco S&P 500 Top 50 ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 52 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
276.84% more ownership
Funds ownership: 582.44% → 859.28% (+277%)
73% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 52
65% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 20
26% more capital invested
Capital invested by funds: $1B → $1.26B (+$258M)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
6% more funds holding
Funds holding: 210 → 222 (+12)
28% less call options, than puts
Call options by funds: $944K | Put options by funds: $1.32M
Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
33
Increased
90
Reduced
52
Closed
20
Calls
$944K
Puts
$1.32M
Net Calls
-$374K
Net Calls Change
-$4.66M
Top Buyers
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$457M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$66.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$32.6M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$31.8M |
| 5 |
RAG
RIA Advisory Group
Des Moines,
Iowa
|
+$22.9M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$29.7M |
| 2 |
VF
VitalStone Financial
Shavano Park,
Texas
|
-$6.17M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$4.56M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.54M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.42M |
