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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
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$1M -$28.2K -702 -3%
NL
152
NVWM LLC
Pennsylvania
$982K -$58.9K -1,465 -6%
PA
153
PSI Advisors
Florida
$973K +$136K +3,383 +17%
HNB
154
Hilltop National Bank
Wyoming
$964K +$920K +22,870 New
William Blair & Company
155
William Blair & Company
Illinois
$935K
KFGK
156
Keystone Financial Group (Kentucky)
Kentucky
$881K -$4.07M -101,252 -83%
IA
157
IFG Advisory
Georgia
$871K +$91.2K +2,268 +12%
BW
158
Bison Wealth
Georgia
$870K -$78.9K -1,961 -9%
CFG
159
Carr Financial Group
Massachusetts
$858K +$340K +8,449 +71%
HGERS
160
Householder Group Estate & Retirement Specialist
Arizona
$857K -$152K -3,781 -16%
Comerica Bank
161
Comerica Bank
Texas
$841K +$305K +7,586 +61%
HH
162
Hilltop Holdings
Texas
$814K +$777K +19,326 New
DFA
163
Davies Financial Advisors
California
$811K +$774K +19,253 New
AAS
164
Ameritas Advisory Services
Nebraska
$804K +$172K +4,284 +28%
US Bancorp
165
US Bancorp
Minnesota
$772K +$34.7K +863 +5%
TC
166
Trilogy Capital
California
$745K -$52.3K -1,300 -7%
Brown Advisory
167
Brown Advisory
Maryland
$743K +$709K +17,631 New
FIM
168
Freedom Investment Management
Connecticut
$729K -$165K -4,107 -19%
NSIM
169
North Star Investment Management
Illinois
$725K +$322 +8 +0%
HWM
170
Horizon Wealth Management
Illinois
$723K +$7.96K +198 +1%
SHA
171
Seneca House Advisors
Virginia
$717K -$20.1K -500 -3%
CA
172
Carson Advisory
Georgia
$717K +$965 +24 +0.1%
BCI
173
Brinker Capital Investments
Pennsylvania
$715K -$10.2K -254 -1%
OPS
174
Orion Portfolio Solutions
Nebraska
$715K -$10.2K -254 -1%
Citigroup
175
Citigroup
New York
$709K +$40 +1 +0%