XLG icon

Invesco S&P 500 Top 50 ETF

278 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, 97 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+45
Holders Change %
+19.31%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
69
Increased
97
Reduced
75
Closed
21
Calls
$8K
Puts
$15K
Net Calls
-$7K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
151
Orion Portfolio Solutions
Nebraska
$650K +$650K +17,219 New
NSIM
152
North Star Investment Management
Illinois
$649K -$44.7K -1,184 -6%
CA
153
Carson Advisory
Georgia
$641K +$5.09K +135 +0.8%
HWM
154
Horizon Wealth Management
Illinois
$640K +$640K +16,957 New
Citigroup
155
Citigroup
New York
$635K
AAS
156
Ameritas Advisory Services
Nebraska
$594K +$54.9K +1,399 +10%
YIH
157
Y-Intercept (HK)
Hong Kong
$588K +$588K +15,587 New
HCP
158
Holt Capital Partners
Texas
$558K
WIA
159
World Investment Advisors
California
$534K -$26.4K -700 -5%
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$527K -$1.01M -26,648 -66%
FWA
161
FSC Wealth Advisors
New York
$519K +$519K +13,751 New
SW
162
SteelPeak Wealth
California
$507K -$15.1K -400 -3%
MCC
163
Money Concepts Capital
Florida
$506K
Empower Advisory Group
164
Empower Advisory Group
Colorado
$503K
SAM
165
Summit Asset Management
Tennessee
$502K -$943 -25 -0.2%
AWA
166
Arete Wealth Advisors
Illinois
$501K +$501K +13,292 New
Creative Planning
167
Creative Planning
Kansas
$488K +$49.7K +1,317 +11%
GSIS
168
Global Strategic Investment Solutions
Arizona
$484K +$106K +2,804 +28%
V
169
ViaWealth
Kansas
$483K -$49K -1,299 -9%
Comerica Bank
170
Comerica Bank
Texas
$467K +$21.7K +576 +5%
JIC
171
Joel Isaacson & Co
New York
$459K
Jane Street
172
Jane Street
New York
$456K +$230K +6,094 +102%
CFG
173
Carr Financial Group
Massachusetts
$450K +$1.06K +28 +0.2%
HP
174
Holistic Planning
Texas
$450K +$450K +11,922 New
SPIA
175
Steward Partners Investment Advisory
New York
$434K -$6.3K -167 -1%