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Invesco S&P 500 Top 50 ETF

411 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Top 50 ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 120 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+30
Holders Change %
+7.87%
% of All Funds
5.95%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
59
Increased
172
Reduced
120
Closed
26
Calls
$1.88M
Puts
$1.38M
Net Calls
+$504K
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
226
Freedom Investment Management
Connecticut
$641K -$42.9K -902 -6%
Empower Advisory Group
227
Empower Advisory Group
Colorado
$640K +$5.7K +120 +0.9%
SAM
228
Summit Asset Management
Tennessee
$633K
MCC
229
Money Concepts Capital
Florida
$628K +$59.9K +1,260 +11%
YIH
230
Y-Intercept (HK)
Hong Kong
$609K -$779K -16,396 -56%
SW
231
SteelPeak Wealth
California
$595K +$10.5K +221 +2%
JIC
232
Joel Isaacson & Co
New York
$581K +$856 +18 +0.1%
Marshall Wace
233
Marshall Wace
United Kingdom
$576K -$3M -63,061 -84%
IAS
234
Insigneo Advisory Services
Florida
$571K +$571K +12,009 New
D.E. Shaw & Co
235
D.E. Shaw & Co
New York
$567K +$567K +11,933 New
SIC
236
Samalin Investment Counsel
New York
$567K +$18.2K +382 +3%
Simplex Trading
237
Simplex Trading
Illinois
$560K +$287K +6,044 +105%
SC
238
Savant Capital
Illinois
$543K -$6.04K -127 -1%
PTC
239
Private Trust Company
Ohio
$539K +$102K +2,139 +23%
SWM
240
Selective Wealth Management
Virginia
$532K
KBFS
241
Kohmann Bosshard Financial Services
Ohio
$527K
SAM
242
Synergy Asset Management
Washington
$527K -$2.47M -51,914 -82%
FWA
243
FOCUS Wealth Advisors
Texas
$519K
OFG
244
OmniStar Financial Group
North Carolina
$500K +$33.8K +708 +7%
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$500K -$63.3K -1,331 -11%
F4L
246
Fortune 45 LLC
Louisiana
$495K +$15.2K +320 +3%
PM
247
Penbrook Management
New York
$484K -$8.56K -180 -2%
MFS
248
Madrona Financial Services
Washington
$483K +$246K +5,169 +103%
GSIS
249
Global Strategic Investment Solutions
Arizona
$481K +$856 +18 +0.2%
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$473K +$73.7K +1,550 +18%