XLG icon

Invesco S&P 500 Top 50 ETF

233 hedge funds and large institutions have $1.39B invested in Invesco S&P 500 Top 50 ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
3.71%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
36
Increased
79
Reduced
82
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Qube Research & Technologies (QRT)
201
Qube Research & Technologies (QRT)
United Kingdom
$86.1K +$86.1K +2,535 New
National Bank of Canada
202
National Bank of Canada
Quebec, Canada
$71.8K
MA
203
MCF Advisors
Kentucky
$68.9K +$68.9K +2,030 New
CIA
204
Cape Investment Advisory
Georgia
$66.2K
KFI
205
Key Financial Inc
Pennsylvania
$58.8K
VF
206
VitalStone Financial
Texas
$52K -$1.5M -42,450 -97%
AssetMark Inc
207
AssetMark Inc
California
$49.3K +$49.3K +1,453 New
S
208
SignatureFD
Georgia
$42.7K +$42.7K +1,256 New
SFC
209
SYM Financial Corp
Indiana
$37.4K +$37.4K +1,100 New
HL
210
HeadInvest LLC
Maine
$35.6K +$35.6K +1,040 New
KFS
211
Kelly Financial Services
Massachusetts
$35.5K -$1.9K -56 -5%
AIC
212
Archer Investment Corporation
Indiana
$35K
BlackRock
213
BlackRock
New York
$34K
CIAS
214
Capital Investment Advisory Services
North Carolina
$33.4K +$136 +4 +0.4%
PMFA
215
Plante Moran Financial Advisors
Michigan
$32.3K
HI
216
Harbour Investments
Wisconsin
$28.9K +$34 +1 +0.1%
IHWM
217
Iron Horse Wealth Management
Iowa
$25.5K +$25.5K +750 New
PB
218
Pinnacle Bancorp
Nebraska
$23.3K -$6.28K -185 -21%
Simplex Trading
219
Simplex Trading
Illinois
$19K +$19K +587 New
RIA
220
Realta Investment Advisors
Delaware
$15.7K -$142K -405 -90%
CIA
221
Choate Investment Advisors
Massachusetts
$12.2K
CFS
222
CGC Financial Services
Oregon
$11.9K
GI
223
Gradient Investments
Minnesota
$11.2K
KA
224
Kozak & Associates
Colorado
$10K +$10K +290 New
CAL
225
Capital Analysts LLC
Pennsylvania
$10K +$10K +308 New