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Invesco S&P 500 Top 50 ETF

210 hedge funds and large institutions have $1B invested in Invesco S&P 500 Top 50 ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,823% more call options, than puts

Call options by funds: $4.32M | Put options by funds: $31K

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

41.46% more ownership

Funds ownership: 540.98%582.44% (+41%)

2% more funds holding

Funds holding: 205210 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

17% less capital invested

Capital invested by funds: $1.21B → $1B (-$207M)

29% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 80

Holders
210
Holders Change
+5
Holders Change %
+2.44%
% of All Funds
3.35%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
29
Increased
57
Reduced
80
Closed
16
Calls
$4.32M
Puts
$31K
Net Calls
+$4.29M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
101
Lincoln National Corp
Pennsylvania
$625K +$72.4K +2,470 +14%
IWM
102
Iams Wealth Management
Nebraska
$619K +$593K +20,220 New
US Bancorp
103
US Bancorp
Minnesota
$590K +$8.21K +280 +1%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$554K +$323K +11,010 +161%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$545K -$21.7K -740 -4%
IA
106
IFG Advisory
Georgia
$535K +$1.76K +60 +0.3%
Citigroup
107
Citigroup
New York
$520K +$12.3K +420 +3%
NSIM
108
North Star Investment Management
Illinois
$508K -$83.3K -2,840 -15%
NA
109
NewEdge Advisors
Louisiana
$502K -$59K -2,010 -11%
OC
110
Oppenheimer & Co
New York
$496K +$469K +15,980 New
CA
111
Carson Advisory
Georgia
$474K +$167K +5,690 +59%
V
112
ViaWealth
Kansas
$469K +$880 +30 +0.2%
DC
113
Darrow Company
Massachusetts
$469K -$104K -3,540 -19%
SIC
114
Samalin Investment Counsel
New York
$469K
WIA
115
World Investment Advisors
California
$461K
HCP
116
Holt Capital Partners
Texas
$455K -$48.4K -1,650 -10%
Empower Advisory Group
117
Empower Advisory Group
Colorado
$454K +$428K +14,580 New
BAM
118
Belpointe Asset Management
Nevada
$431K -$336K -11,460 -45%
SC
119
Savant Capital
Illinois
$420K +$152K +5,170 +62%
SAM
120
Summit Asset Management
Tennessee
$414K
EH
121
Equitable Holdings
New York
$391K -$52.8K -1,800 -13%
Citadel Advisors
122
Citadel Advisors
Florida
$382K +$57.8K +1,970 +19%
JIC
123
Joel Isaacson & Co
New York
$378K
AC
124
Avant Capital
Louisiana
$357K -$8.21K -280 -2%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$355K