XLG icon

Invesco S&P 500 Top 50 ETF

221 hedge funds and large institutions have $1.26B invested in Invesco S&P 500 Top 50 ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
33
Increased
89
Reduced
52
Closed
20
Calls
$944K
Puts
$1.32M
Net Calls
-$374K
Net Calls Change
-$4.66M
Name Holding Trade Value Shares
Change
Shares
Change %
ZIMP
176
Zimmermann Investment Management & Planning
Pennsylvania
$253K +$4.2K +120 +2%
AAS
177
Ameritas Advisory Services
Nebraska
$249K -$115K -3,320 -32%
BJL
178
Brighton Jones LLC
Washington
$225K +$225K +6,440 New
CWA
179
Capital Wealth Alliance
Arizona
$215K +$215K +6,140 New
TSS
180
Two Sigma Securities
New York
$214K -$162K -4,630 -43%
MSAM
181
Moloney Securities Asset Management
Missouri
$214K +$214K +6,120 New
BWL
182
Bogart Wealth LLC
Virginia
$211K +$350 +10 +0.2%
AR
183
Apeiron RIA
Texas
$205K +$205K +5,850 New
BAM
184
Belpointe Asset Management
Nevada
$203K -$283K -8,090 -58%
Citadel Advisors
185
Citadel Advisors
Florida
$201K -$229K -6,560 -53%
BFEC
186
Benjamin F. Edwards & Company
Missouri
$194K +$351 +10 +0.2%
SWM
187
Spire Wealth Management
Virginia
$187K -$7K -200 -4%
KM
188
Kalos Management
Georgia
$143K +$349 +10 +0.2%
AF
189
Allworth Financial
California
$142K -$2.45K -70 -2%
GWM
190
Geneos Wealth Management
Colorado
$130K -$3.5K -100 -3%
WTA
191
Washington Trust Advisors
Massachusetts
$115K
BAAM
192
Baker Avenue Asset Management
California
$106K
PTC
193
Private Trust Company
Ohio
$106K +$15.7K +450 +18%
EWA
194
EverSource Wealth Advisors
Alabama
$98.6K
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$94K
GT
196
Glenmede Trust
Pennsylvania
$90.1K
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$73.4K
CIA
198
Cape Investment Advisory
Georgia
$68.2K
KFI
199
Key Financial Inc
Pennsylvania
$60.5K +$7K +200 +13%
KFS
200
Kelly Financial Services
Massachusetts
$38.3K +$349 +10 +0.9%