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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
GPW
326
Gentry Private Wealth
Kansas
$249K
IA
327
IAM Advisory
Pennsylvania
$243K +$235K +5,121 New
PCH
328
PGIM Custom Harvest
New Jersey
$242K +$234K +5,089 New
GIA
329
Gladstone Institutional Advisory
Florida
$239K -$6.25M -135,909 -96%
SG
330
Somerset Group
Minnesota
$238K
FCIM
331
Fairview Capital Investment Management
California
$238K +$230K +5,000 New
SIA
332
SeaBridge Investment Advisors
New Jersey
$238K -$1.22M -26,622 -84%
GC
333
Grimes & Company
Massachusetts
$236K +$414 +9 +0.2%
WA
334
Wealth Architects
California
$236K
RIA
335
Realta Investment Advisors
Delaware
$231K -$3.4K -74 -2%
OC
336
Oarsman Capital
Wisconsin
$229K +$222K +4,824 New
DC
337
Davenport & Co
Virginia
$229K -$2.34K -51 -1%
KLI
338
Kelman-Lazarov Inc
Tennessee
$229K
WCM
339
WealthBridge Capital Management
Ohio
$223K +$216K +4,697 New
CFG
340
Cooper Financial Group
California
$214K
BMCM
341
Burns Matteson Capital Management
New York
$212K
GSIAS
342
Garden State Investment Advisory Services
New Jersey
$210K -$8.73K -190 -4%
GWM
343
Geneos Wealth Management
Colorado
$209K
Northern Trust
344
Northern Trust
Illinois
$204K +$198K +4,299 New
WA
345
Waverly Advisors
Alabama
$204K +$197K +4,285 New
SAM
346
Secure Asset Management
Michigan
$201K +$194K +4,223 New
WTA
347
Washington Trust Advisors
Massachusetts
$157K
HI
348
Harbour Investments
Wisconsin
$150K +$50.7K +1,104 +54%
SAM
349
S.A. Mason
Michigan
$147K
GIA
350
GHP Investment Advisors
Colorado
$147K +$142K +3,100 New