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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
LFA
101
Laraway Financial Advisors
Minnesota
$2.36M +$105K +2,606 +5%
IFWM
102
Institute for Wealth Management
Colorado
$2.36M +$23.4K +583 +1%
P
103
&Partners
Tennessee
$2.32M +$2.22M +55,150 New
LAS
104
LWM Advisory Services
Florida
$2.32M +$902K +22,434 +69%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$2.3M -$2.03M -50,564 -48%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.29M +$453K +11,259 +26%
CIA
107
Concurrent Investment Advisors
Florida
$2.28M +$275K +6,849 +14%
CFGS
108
Concourse Financial Group Securities
Alabama
$2.21M +$2.11M +52,415 New
PSCM
109
Per Stirling Capital Management
Texas
$2.19M +$880K +21,877 +73%
SWP
110
ShoreHaven Wealth Partners
New Jersey
$2.08M -$2.13M -53,077 -52%
EFG
111
Ethos Financial Group
Pennsylvania
$2.01M -$85.9K -2,136 -4%
AWS
112
Atria Wealth Solutions
New York
$1.98M +$875K +21,750 +86%
OC
113
Oppenheimer & Co
New York
$1.98M +$1.04M +25,841 +122%
GIA
114
Goodwin Investment Advisory
Georgia
$1.94M -$201 -5 -0%
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$1.91M +$1.69M +42,041 +1,321%
KAS
116
Kestra Advisory Services
Texas
$1.87M -$152K -3,781 -8%
AWM
117
Aspire Wealth Management
Massachusetts
$1.8M +$19.1K +475 +1%
CWA
118
Capital Wealth Alliance
Arizona
$1.75M -$829K -20,603 -33%
KWS
119
Keystone Wealth Services
California
$1.69M -$788K -19,589 -33%
MA
120
Mutual Advisors
Nebraska
$1.67M -$43.5K -1,082 -3%
NRI
121
NFP Retirement Inc
California
$1.66M -$1.57K -39 -0.1%
APW
122
Aurora Private Wealth
New Jersey
$1.62M +$1.21K +30 +0.1%
SOS
123
Silver Oak Securities
Tennessee
$1.62M +$1.12M +27,963 +266%
AWM
124
Avior Wealth Management
Nebraska
$1.62M -$292K -7,261 -16%
FPGT
125
Financial Partners Group (Tennessee)
Tennessee
$1.6M +$106K +2,647 +7%