XLG icon

Invesco S&P 500 Top 50 ETF

337 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 79 funds opening new positions, 120 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
337
Holders Change
+59
Holders Change %
+21.22%
% of All Funds
4.89%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
79
Increased
120
Reduced
89
Closed
17
Calls
$29K
Puts
$80K
Net Calls
-$51K
Net Calls Change
-$44K
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$1M 23,791 -702 -3%
NL
152
NVWM LLC
Pennsylvania
$982K 23,312 -1,465 -6%
PA
153
PSI Advisors
Florida
$973K 23,089 +3,383 +17%
HNB
154
Hilltop National Bank
Wyoming
$964K 22,870 +22,870 New
William Blair & Company
155
William Blair & Company
Illinois
$935K 22,190
KFGK
156
Keystone Financial Group (Kentucky)
Kentucky
$881K 20,901 -101,252 -83%
IA
157
IFG Advisory
Georgia
$871K 20,667 +2,268 +12%
BW
158
Bison Wealth
Georgia
$870K 20,644 -1,961 -9%
CFG
159
Carr Financial Group
Massachusetts
$858K 20,372 +8,449 +71%
HGERS
160
Householder Group Estate & Retirement Specialist
Arizona
$857K 20,330 -3,781 -16%
Comerica Bank
161
Comerica Bank
Texas
$841K 19,973 +7,586 +61%
HH
162
Hilltop Holdings
Texas
$814K 19,326 +19,326 New
DFA
163
Davies Financial Advisors
California
$811K 19,253 +19,253 New
AAS
164
Ameritas Advisory Services
Nebraska
$804K 19,426 +4,284 +28%
US Bancorp
165
US Bancorp
Minnesota
$772K 18,332 +863 +5%
TC
166
Trilogy Capital
California
$745K 17,674 -1,300 -7%
Brown Advisory
167
Brown Advisory
Maryland
$743K 17,631 +17,631 New
FIM
168
Freedom Investment Management
Connecticut
$729K 17,303 -4,107 -19%
NSIM
169
North Star Investment Management
Illinois
$725K 17,207 +8 +0%
HWM
170
Horizon Wealth Management
Illinois
$723K 17,155 +198 +1%
SHA
171
Seneca House Advisors
Virginia
$717K 17,028 -500 -3%
CA
172
Carson Advisory
Georgia
$717K 17,027 +24 +0.1%
BCI
173
Brinker Capital Investments
Pennsylvania
$715K 16,965 -254 -1%
OPS
174
Orion Portfolio Solutions
Nebraska
$715K 16,965 -254 -1%
Citigroup
175
Citigroup
New York
$709K 16,833 +1 +0%