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Invesco S&P 500 Top 50 ETF
279 hedge funds and large institutions have $2.09B invested in Invesco S&P 500 Top 50 ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 98 increasing their positions, 75 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
229% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 21
50% more capital invested
Capital invested by funds: $1.39B → $2.09B (+$696M)
31% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 75
19% more funds holding
Funds holding: 234 → 279 (+45)
7.86% more ownership
Funds ownership: 57.25% → 65.11% (+7.9%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
47% less call options, than puts
Call options by funds: $8K | Put options by funds: $15K
Holders
279
Holders Change
+45
Holders Change %
+19.23%
% of All Funds
4.07%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
69
Increased
98
Reduced
75
Closed
21
Calls
$8K
Puts
$15K
Net Calls
-$7K
Net Calls Change
-$7K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$175M |
| 2 |
LPL Financial
San Diego,
California
|
+$34.1M |
| 3 |
Goldman Sachs
New York
|
+$32.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$29.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$21.6M |
Top Sellers
| 1 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$11.1M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$6.63M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.51M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$3.23M |
| 5 |
AC
Avestar Capital
New York
|
-$3.07M |
