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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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$4.25M -$1.24M -30,878 -23%
WA
77
Win Advisors
Florida
$4.2M +$4.01M +99,643 New
WIA
78
World Investment Advisors
California
$4.08M +$3.33M +82,705 +584%
NA
79
NewEdge Advisors
Louisiana
$4.07M -$881K -21,911 -18%
Marshall Wace
80
Marshall Wace
United Kingdom
$4.03M +$3.85M +95,607 New
SAM
81
SignalPoint Asset Management
Missouri
$3.99M -$33.9K -843 -0.9%
ACA
82
Aspire Capital Advisors
Washington
$3.93M -$1.02M -25,311 -21%
TCA
83
Transcend Capital Advisors
New Jersey
$3.82M -$275K -6,839 -7%
BCM
84
Brookstone Capital Management
Illinois
$3.71M +$362K +8,990 +11%
CA
85
Cetera Advisors
Colorado
$3.64M +$902K +22,413 +35%
SC
86
Sapient Capital
Indiana
$3.35M -$73.9K -1,836 -2%
RAG
87
RIA Advisory Group
Iowa
$3.32M +$2.87M +71,353 +944%
GVAG
88
Great Valley Advisor Group
Delaware
$3.28M +$34.1K +849 +1%
Renaissance Technologies
89
Renaissance Technologies
New York
$3.27M -$704K -17,500 -18%
HKIMG
90
Hutchens & Kramer Investment Management Group
Indiana
$3.05M -$65.5K -1,628 -2%
ML
91
McAdam LLC
Pennsylvania
$2.9M +$17.2K +428 +0.6%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$2.89M +$288K +7,148 +12%
TC
93
TAP Consulting
Missouri
$2.85M +$2.72M +67,670 New
ACA
94
Aptus Capital Advisors
Alabama
$2.83M +$2.71M +67,288 New
PS
95
Principal Securities
Iowa
$2.81M +$412K +10,253 +18%
LNC
96
Lincoln National Corp
Pennsylvania
$2.78M -$42.8K -1,063 -2%
KIA
97
KCM Investment Advisors
California
$2.7M
CAN
98
Cetera Advisor Networks
California
$2.68M +$251K +6,237 +11%
CWMGP
99
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.68M +$2.56M +63,543 New
CA
100
Cresta Advisors
Texas
$2.42M +$176K +4,370 +8%