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Invesco S&P 500 Top 50 ETF

337 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 79 funds opening new positions, 120 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
337
Holders Change
+59
Holders Change %
+21.22%
% of All Funds
4.89%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
79
Increased
120
Reduced
89
Closed
17
Calls
$29K
Puts
$80K
Net Calls
-$51K
Net Calls Change
-$44K
Name Market Value Shares Shares
Change
Shares
Change %
AIP
201
Almanack Investment Partners
Pennsylvania
$473K 11,236 +334 +3%
KBFS
202
Kohmann Bosshard Financial Services
Ohio
$467K 11,090
SWM
203
Selective Wealth Management
Virginia
$465K 11,172
IAS
204
Insigneo Advisory Services
Florida
$464K 11,010 +11,010 New
WA
205
WESPAC Advisors
California
$463K 10,997 +10,997 New
FWA
206
FOCUS Wealth Advisors
Texas
$460K 10,920
MA
207
MONECO Advisors
Connecticut
$459K 10,889 -96,585 -90%
PTC
208
Private Trust Company
Ohio
$455K 10,795 +6,735 +166%
HP
209
Holistic Planning
Texas
$452K 10,720 -1,202 -10%
V
210
ViaWealth
Kansas
$447K 10,614 -2,185 -17%
SC
211
Savant Capital
Illinois
$430K 10,201
ES
212
Eagle Strategies
New York
$426K 10,123 +10,123 New
GSIS
213
Global Strategic Investment Solutions
Arizona
$425K 10,080 -2,759 -21%
F4L
214
Fortune 45 LLC
Louisiana
$416K 9,871 +200 +2%
AWM
215
AE Wealth Management
Kansas
$411K 9,763 -364,600 -97%
DCM
216
DGS Capital Management
New Jersey
$401K 9,519 +9,519 New
BWP
217
Balboa Wealth Partners
Arizona
$394K 9,350 +150 +2%
RRCM
218
Rappaport Reiches Capital Management
Illinois
$393K 9,317 +9,317 New
KCFA
219
Key Client Fiduciary Advisors
New Jersey
$387K 9,174 +19 +0.2%
EFG
220
Embree Financial Group
Illinois
$378K 8,969 -688 -7%
Cerity Partners
221
Cerity Partners
New York
$374K 8,870 +114 +1%
YIH
222
Y-Intercept (HK)
Hong Kong
$372K 8,834 -6,753 -43%
BG
223
Benedetti & Gucer
Georgia
$372K 8,827 -349 -4%
PFP
224
Pinnacle Financial Partners
Tennessee
$364K 8,650
MSFS
225
Main Street Financial Solutions
Pennsylvania
$362K 8,598 -502 -6%