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Invesco S&P 500 Top 50 ETF

210 hedge funds and large institutions have $1B invested in Invesco S&P 500 Top 50 ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,823% more call options, than puts

Call options by funds: $4.32M | Put options by funds: $31K

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

41.46% more ownership

Funds ownership: 540.98%582.44% (+41%)

2% more funds holding

Funds holding: 205210 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

17% less capital invested

Capital invested by funds: $1.21B → $1B (-$207M)

29% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 80

Holders
210
Holders Change
+5
Holders Change %
+2.44%
% of All Funds
3.35%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
29
Increased
57
Reduced
80
Closed
16
Calls
$4.32M
Puts
$31K
Net Calls
+$4.29M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
201
Avion Wealth
Texas
$6K
WBC
202
West Branch Capital
Massachusetts
$5.9K
ACA
203
Aptus Capital Advisors
Alabama
$4.66K +$4.4K +150 New
NSG
204
Nalls Sherbakoff Group
Tennessee
$4.59K +$4.4K +150 New
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
$4.55K -$2.82M -96,180 -40%
KHC
206
Koesten Hirschmann & Crabtree
Kansas
$4.04K +$3.81K +130 New
NL
207
NVWM LLC
Pennsylvania
$3.73K
FGAM
208
Financial Gravity Asset Management
Texas
$3.17K +$10.3K +350 +13%
MA
209
Montag & Associates
Georgia
$1.24K
WPA
210
West Paces Advisors
Georgia
$932
EW
211
Element Wealth
Mississippi
$637
AC
212
Avestar Capital
New York
-$4.54M -164,550 Closed
Jane Street
213
Jane Street
New York
-$1.85M -66,860 Closed
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
-$979K -35,460 Closed
GA
215
GFS Advisors
Texas
-$726K -26,300 Closed
CWA
216
Capital Wealth Alliance
Arizona
-$580K -21,020 Closed
OPS
217
Orion Portfolio Solutions
Nebraska
-$424K -15,360 Closed
Renaissance Technologies
218
Renaissance Technologies
New York
-$359K -13,000 Closed
BCI
219
Brinker Capital Investments
Pennsylvania
-$252K -9,140 Closed
BG
220
Benedetti & Gucer
Georgia
-$244K -8,850 Closed
AWA
221
Arete Wealth Advisors
Illinois
-$210M -7,600 Closed
Corient Private Wealth
222
Corient Private Wealth
Florida
-$209K -7,580 Closed
CAL
223
Capital Analysts LLC
Pennsylvania
-$73K -2,660 Closed
AF
224
Affiance Financial
Minnesota
-$62.1K -2,250 Closed
AssetMark Inc
225
AssetMark Inc
California
-$19.3K -700 Closed