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Invesco S&P 500 Top 50 ETF

415 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 60 funds opening new positions, 173 increasing their positions, 122 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 26

42% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 122

37% more call options, than puts

Call options by funds: $1.88M | Put options by funds: $1.38M

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

13% more capital invested

Capital invested by funds: $2.95B → $3.33B (+$387M)

8% more funds holding

Funds holding: 384415 (+31)

9.21% less ownership

Funds ownership: 58.59%49.37% (-9.2%)

Holders
415
Holders Change
+31
Holders Change %
+8.07%
% of All Funds
5.96%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
60
Increased
173
Reduced
122
Closed
26
Calls
$1.88M
Puts
$1.38M
Net Calls
+$504K
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Kingsview Wealth Management
Oregon
$656K -$338K -7,360 -35%
FIM
227
Freedom Investment Management
Connecticut
$641K -$41.5K -902 -6%
Empower Advisory Group
228
Empower Advisory Group
Colorado
$640K +$5.51K +120 +0.9%
SAM
229
Summit Asset Management
Tennessee
$633K
MCC
230
Money Concepts Capital
Florida
$628K +$57.9K +1,260 +11%
YIH
231
Y-Intercept (HK)
Hong Kong
$609K -$753K -16,396 -56%
SW
232
SteelPeak Wealth
California
$595K +$10.2K +221 +2%
JIC
233
Joel Isaacson & Co
New York
$581K +$827 +18 +0.1%
Marshall Wace
234
Marshall Wace
United Kingdom
$576K -$2.9M -63,061 -84%
IAS
235
Insigneo Advisory Services
Florida
$571K +$552K +12,009 New
D.E. Shaw & Co
236
D.E. Shaw & Co
New York
$567K +$548K +11,933 New
SIC
237
Samalin Investment Counsel
New York
$567K +$17.6K +382 +3%
Simplex Trading
238
Simplex Trading
Illinois
$560K +$278K +6,044 +105%
SC
239
Savant Capital
Illinois
$543K -$5.84K -127 -1%
PTC
240
Private Trust Company
Ohio
$539K +$98.3K +2,139 +23%
SWM
241
Selective Wealth Management
Virginia
$532K
KBFS
242
Kohmann Bosshard Financial Services
Ohio
$527K
SAM
243
Synergy Asset Management
Washington
$527K -$2.39M -51,914 -82%
FWA
244
FOCUS Wealth Advisors
Texas
$519K
OFG
245
OmniStar Financial Group
North Carolina
$500K +$32.5K +708 +7%
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$500K -$61.2K -1,331 -11%
F4L
247
Fortune 45 LLC
Louisiana
$495K +$14.7K +320 +3%
PM
248
Penbrook Management
New York
$484K -$8.27K -180 -2%
MFS
249
Madrona Financial Services
Washington
$483K +$238K +5,169 +103%
GSIS
250
Global Strategic Investment Solutions
Arizona
$481K +$827 +18 +0.2%