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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
SIC
201
Samalin Investment Counsel
New York
$481K -$2.21K -55 -0.5%
AIP
202
Almanack Investment Partners
Pennsylvania
$473K +$13.4K +334 +3%
KBFS
203
Kohmann Bosshard Financial Services
Ohio
$467K
SWM
204
Selective Wealth Management
Virginia
$465K
IAS
205
Insigneo Advisory Services
Florida
$464K +$443K +11,010 New
WA
206
WESPAC Advisors
California
$463K +$442K +10,997 New
FWA
207
FOCUS Wealth Advisors
Texas
$460K
MA
208
MONECO Advisors
Connecticut
$459K -$3.88M -96,585 -90%
PTC
209
Private Trust Company
Ohio
$455K +$271K +6,735 +166%
HP
210
Holistic Planning
Texas
$452K -$48.3K -1,202 -10%
V
211
ViaWealth
Kansas
$447K -$87.9K -2,185 -17%
SC
212
Savant Capital
Illinois
$430K
ES
213
Eagle Strategies
New York
$426K +$407K +10,123 New
GSIS
214
Global Strategic Investment Solutions
Arizona
$425K -$111K -2,759 -21%
F4L
215
Fortune 45 LLC
Louisiana
$416K +$8.04K +200 +2%
AWM
216
AE Wealth Management
Kansas
$411K -$14.7M -364,600 -97%
DCM
217
DGS Capital Management
New Jersey
$401K +$383K +9,519 New
BWP
218
Balboa Wealth Partners
Arizona
$394K +$6.03K +150 +2%
RRCM
219
Rappaport Reiches Capital Management
Illinois
$393K +$375K +9,317 New
KCFA
220
Key Client Fiduciary Advisors
New Jersey
$387K +$764 +19 +0.2%
EFG
221
Embree Financial Group
Illinois
$378K -$27.7K -688 -7%
Cerity Partners
222
Cerity Partners
New York
$374K +$4.58K +114 +1%
YIH
223
Y-Intercept (HK)
Hong Kong
$372K -$272K -6,753 -43%
BG
224
Benedetti & Gucer
Georgia
$372K -$14K -349 -4%
PFPT
225
Pinnacle Financial Partners (Tennessee)
Tennessee
$364K