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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
IWC
51
Integrated Wealth Concepts
Massachusetts
$7.84M -$2.45M -60,936 -25%
USCWA
52
U.S. Capital Wealth Advisors
Texas
$7.73M -$11K -273 -0.1%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$7.68M +$6.16M +153,250 +527%
Two Sigma Investments
54
Two Sigma Investments
New York
$7.63M -$177K -4,400 -2%
JIC
55
Johnson Investment Counsel
Ohio
$7.24M -$327K -8,130 -5%
FFA
56
Farther Finance Advisors
California
$7.06M -$795K -19,755 -11%
DADC
57
D.A. Davidson & Co
Montana
$6.86M +$74.5K +1,852 +1%
PFA
58
Pinnacle Family Advisors
Missouri
$6.75M +$313K +7,786 +5%
PI
59
PFG Investments
New York
$6.62M +$6.32M +157,060 New
CPRC
60
Consolidated Portfolio Review Corp
New York
$6.48M +$78.6K +1,953 +1%
Citadel Advisors
61
Citadel Advisors
Florida
$6.27M +$5.54M +137,834 +1,266%
FAIM
62
Financial Advocates Investment Management
Washington
$6.19M +$1.93M +48,051 +49%
SPC
63
Sigma Planning Corp
Michigan
$5.96M +$2.07M +51,586 +57%
SWA
64
Stratos Wealth Advisors
Ohio
$5.92M +$490K +12,191 +10%
TF
65
Trek Financial
Arizona
$5.86M +$5.59M +139,040 New
JWM
66
Jackson Wealth Management
Florida
$5.66M -$208K -5,169 -4%
TFS
67
Thoroughbred Financial Services
Tennessee
$5.55M -$5.78M -143,715 -52%
CGA
68
Crescent Grove Advisors
Illinois
$5.22M -$251K -6,245 -5%
LWL
69
Leo Wealth LLC
Texas
$5.18M +$989K +24,592 +25%
PWP
70
Precedent Wealth Partners
Texas
$5.03M +$1.74M +43,134 +57%
CW
71
Connectus Wealth
Ohio
$4.99M +$415K +10,325 +10%
EH
72
Equitable Holdings
New York
$4.87M +$620K +15,407 +15%
Mariner
73
Mariner
Kansas
$4.64M +$44.3K +1,101 +1%
SMA
74
Sage Mountain Advisors
Georgia
$4.46M
GM
75
GeoWealth Management
Illinois
$4.28M +$4.09M +101,687 New