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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
LPL Financial
1
LPL Financial
California
$286M +$49.7M +1,234,501 +22%
Fisher Asset Management
2
Fisher Asset Management
Washington
$239M -$8.24M -204,835 -3%
Morgan Stanley
3
Morgan Stanley
New York
$172M -$156M -3,885,995 -49%
Bank of America
4
Bank of America
North Carolina
$151M -$1.58M -39,204 -1%
Ameriprise
5
Ameriprise
Minnesota
$122M +$4.14M +102,930 +4%
Wells Fargo
6
Wells Fargo
California
$104M +$23M +572,834 +30%
UBS Group
7
UBS Group
Switzerland
$84.3M +$9.46M +235,081 +13%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$63.7M -$783K -19,460 -1%
Goldman Sachs
9
Goldman Sachs
New York
$54.2M +$14.2M +352,555 +38%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$53.7M +$21.1M +525,316 +70%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$45.6M +$8.94M +222,345 +26%
Stifel Financial
12
Stifel Financial
Missouri
$44.9M +$8.92M +221,783 +26%
JFGIW
13
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.5M +$41.6M +1,033,253 New
OCM
14
One Capital Management
California
$41.5M -$1.02M -25,311 -3%
GWSG
15
GPS Wealth Strategies Group
Colorado
$36.5M +$3.11M +77,411 +10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$30.5M +$5.33M +132,409 +22%
PWP
17
Principle Wealth Partners
Connecticut
$29.6M +$10.5M +262,002 +59%
Osaic Holdings
18
Osaic Holdings
Arizona
$29.6M -$638K -15,869 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$29M -$3.52M -87,458 -11%
HighTower Advisors
20
HighTower Advisors
Illinois
$28.7M +$7.01M +174,255 +34%
RG
21
Retirement Group
California
$24.7M +$64.9K +1,614 +0.3%
AF
22
Apexium Financial
Texas
$22.3M +$414K +10,298 +2%
QFA
23
Quattro Financial Advisors
Texas
$20.1M +$19.2M +478,028 New
BHB
24
Bank Hapoalim BM
Israel
$19.7M
RJA
25
Raymond James & Associates
Florida
$18.9M +$3.11M +77,322 +21%