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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
SSW
301
Smith Shellnut Wilson
Mississippi
$298K +$35.2K +765 +14%
FFA
302
Florida Financial Advisors
Florida
$298K +$33.8K +736 +13%
CPC
303
Consolidated Planning Corp
Georgia
$293K +$283K +6,167 New
DS
304
DRW Securities
Illinois
$292K
GF
305
Gries Financial
Ohio
$291K +$282K +6,127 New
MSAM
306
Moloney Securities Asset Management
Missouri
$291K
LA
307
Lifeworks Advisors
Michigan
$287K -$29.9K -651 -10%
TIAA Trust, National Association
308
TIAA Trust, National Association
North Carolina
$285K
AP
309
Americana Partners
Texas
$283K
ECA
310
Elevation Capital Advisory
Oregon
$282K -$15.3K -333 -5%
AR
311
Apeiron RIA
Texas
$278K
BWL
312
Bogart Wealth LLC
Virginia
$278K +$368 +8 +0.1%
SWM
313
Spire Wealth Management
Virginia
$278K +$2.53K +55 +1%
IAN
314
Integrated Advisors Network
Texas
$274K +$265K +5,768 New
BFG
315
Bouchey Financial Group
New York
$272K
ABC
316
Associated Banc-Corp
Wisconsin
$267K -$57.1K -1,243 -18%
AA
317
Advisory Alpha
Michigan
$265K +$13.3K +289 +5%
V
318
ViaWealth
Kansas
$265K -$141K -3,072 -36%
DAS
319
Dynamic Advisor Solutions
Arizona
$264K -$2.14M -46,582 -89%
PSF
320
Pacific Sun Financial
California
$263K +$26K +565 +11%
VBCG
321
Valley Brook Capital Group
Pennsylvania
$262K +$13.1K +285 +5%
NAS
322
NWF Advisory Services
California
$256K +$184 +4 +0.1%
BWM
323
BigSur Wealth Management
Florida
$256K +$248K +5,390 New
NPFS
324
Novak & Powell Financial Services
Florida
$255K +$3.03K +66 +1%
Belvedere Trading
325
Belvedere Trading
Illinois
$254K -$237K -5,161 -49%