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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
GDP
176
Great Diamond Partners
Maine
$696K +$664K +16,512 New
SAM
177
Synergy Asset Management
Washington
$662K -$91K -2,263 -13%
HCP
178
Holt Capital Partners
Texas
$640K +$16.1K +400 +3%
IFG
179
Independent Financial Group
California
$613K +$19.2K +478 +3%
Creative Planning
180
Creative Planning
Kansas
$598K +$50.4K +1,254 +10%
Wealth Enhancement Advisory Services
181
Wealth Enhancement Advisory Services
Minnesota
$582K -$6.52K -162 -1%
MFG
182
Merit Financial Group
Georgia
$579K -$688K -17,116 -55%
AWA
183
Arete Wealth Advisors
Illinois
$578K +$17K +423 +3%
GF
184
Gries Financial
Ohio
$571K +$545K +13,548 New
Empower Advisory Group
185
Empower Advisory Group
Colorado
$566K +$3.78K +94 +0.7%
SPIA
186
Steward Partners Investment Advisory
New York
$563K +$74K +1,839 +16%
AAS
187
Avantax Advisory Services
Texas
$562K +$168K +4,168 +45%
CW
188
CreativeOne Wealth
Kansas
$561K +$536K +13,316 New
SAM
189
Summit Asset Management
Tennessee
$561K
IA
190
IFP Advisors
Florida
$551K +$69.2K +1,720 +15%
FFN
191
Focus Financial Network
Minnesota
$549K -$3.01M -74,736 -85%
WS
192
Wedbush Securities
California
$538K +$83.7K +2,082 +19%
PRWA
193
Platte River Wealth Advisors
Colorado
$521K +$497K +12,356 New
JIC
194
Joel Isaacson & Co
New York
$513K +$845 +21 +0.2%
SW
195
SteelPeak Wealth
California
$512K -$51.8K -1,288 -10%
MCC
196
Money Concepts Capital
Florida
$510K -$51.8K -1,289 -10%
CWC
197
Carolinas Wealth Consulting
North Carolina
$510K +$487K +12,100 New
KLCM
198
KG&L Capital Management
Louisiana
$509K +$97.3K +2,420 +25%
EWA
199
EP Wealth Advisors
California
$496K +$305K +7,595 +182%
PA
200
PFG Advisors
Arizona
$491K +$469K +11,654 New