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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
ECM
276
Evergreen Capital Management
Washington
$381K
CA
277
Crewe Advisors
Utah
$377K +$364K +7,924 New
AFP
278
Ausdal Financial Partners
Iowa
$375K +$15.4K +335 +4%
IA
279
IFP Advisors
Florida
$367K -$194K -4,221 -35%
EFG
280
Embree Financial Group
Illinois
$361K -$11.8K -256 -3%
WA
281
WESPAC Advisors
California
$358K
CA
282
Claro Advisors
Massachusetts
$357K +$345K +7,514 New
ASN
283
Advisory Services Network
Georgia
$356K
MP
284
McDonald Partners
Ohio
$349K +$65.8K +1,431 +24%
MSFS
285
Main Street Financial Solutions
Pennsylvania
$347K -$61.7K -1,343 -16%
RA
286
RiverTree Advisors
Florida
$347K +$335K +7,292 New
IA
287
Insight Advisors
Pennsylvania
$346K -$12.6K -274 -4%
MIFH
288
Migdal Insurance & Financial Holdings
Israel
$343K +$60.1K +1,307 +22%
SSWM
289
Smith Salley Wealth Management
North Carolina
$343K +$331K +7,213 New
CB
290
Centennial Bank
Arkansas
$337K +$225K +4,900 +223%
HP
291
Holistic Planning
Texas
$336K -$168K -3,650 -34%
IC
292
IEQ Capital
California
$336K
TSS
293
Two Sigma Securities
New York
$326K +$315K +6,864 New
SMC
294
Smith, Moore & Co
Missouri
$326K -$23K -500 -7%
KNFPWM
295
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$320K +$310K +6,743 New
ZIMP
296
Zimmermann Investment Management & Planning
Pennsylvania
$318K -$3.4K -74 -1%
MWM
297
MinichMacGregor Wealth Management
New York
$317K -$10.1K -219 -3%
BJL
298
Brighton Jones LLC
Washington
$313K -$46.8K -1,018 -13%
PA
299
PFG Advisors
Arizona
$307K -$311K -6,765 -51%
BONH
300
Bank of New Hampshire
New Hampshire
$300K -$57.4K -1,250 -17%