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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
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$473K +$71.2K +1,550 +18%
PWM
252
Perigon Wealth Management
California
$467K +$34.5K +750 +8%
FHC
253
First Heartland Consultants
Missouri
$466K +$17.6K +382 +4%
EWA
254
Emergent Wealth Advisors
New York
$465K +$450K +9,792 New
Citadel Advisors
255
Citadel Advisors
Florida
$459K -$1.24M -26,934 -74%
AWM
256
AE Wealth Management
Kansas
$455K -$930K -20,231 -68%
BWP
257
Balboa Wealth Partners
Arizona
$449K +$4.59K +100 +1%
GFA
258
Gallagher Fiduciary Advisors
Illinois
$448K +$37.9K +824 +10%
NL
259
NVWM LLC
Pennsylvania
$441K -$588K -12,801 -58%
KCFA
260
Key Client Fiduciary Advisors
New Jersey
$438K +$781 +17 +0.2%
EM
261
ELCO Management
New York
$430K +$11.5K +250 +3%
DCM
262
DGS Capital Management
New Jersey
$429K -$79.1K -1,722 -16%
LSA
263
Lansing Street Advisors
Pennsylvania
$426K +$45.8K +997 +13%
Cerity Partners
264
Cerity Partners
New York
$416K -$64.2K -1,398 -14%
UAG
265
United Advisor Group
Ohio
$416K +$63.3K +1,378 +19%
BRWA
266
B. Riley Wealth Advisors
Florida
$415K +$114K +2,472 +39%
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
$413K +$5.51K +120 +1%
MIA
268
MainStreet Investment Advisors
Illinois
$407K
PFPT
269
Pinnacle Financial Partners (Tennessee)
Tennessee
$405K -$5.74K -125 -1%
WPC
270
Wedmont Private Capital
Pennsylvania
$404K -$85.5K -1,860 -18%
DC
271
Darrow Company
Massachusetts
$401K
GPFA
272
Game Plan Financial Advisors
Ohio
$389K +$186K +4,050 +98%
GFPC
273
Global Financial Private Client
Florida
$388K +$827 +18 +0.2%
CWG
274
Cornerstone Wealth Group
North Carolina
$386K
BAAM
275
Baker Avenue Asset Management
California
$385K -$19K -413 -5%