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Invesco S&P 500 Top 50 ETF

411 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 59 funds opening new positions, 172 increasing their positions, 120 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+30
Holders Change %
+7.87%
% of All Funds
5.95%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
59
Increased
172
Reduced
120
Closed
26
Calls
$1.88M
Puts
$1.38M
Net Calls
+$504K
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
326
Gladstone Institutional Advisory
Florida
$239K -$6.46M -135,909 -96%
SG
327
Somerset Group
Minnesota
$238K
FCIM
328
Fairview Capital Investment Management
California
$238K +$238K +5,000 New
SIA
329
SeaBridge Investment Advisors
New Jersey
$238K -$1.27M -26,622 -84%
GC
330
Grimes & Company
Massachusetts
$236K +$428 +9 +0.2%
WA
331
Wealth Architects
California
$236K
RIA
332
Realta Investment Advisors
Delaware
$231K -$3.58K -74 -2%
OC
333
Oarsman Capital
Wisconsin
$229K +$229K +4,824 New
DC
334
Davenport & Co
Virginia
$229K -$2.42K -51 -1%
KLI
335
Kelman-Lazarov Inc
Tennessee
$229K
WCM
336
WealthBridge Capital Management
Ohio
$223K +$223K +4,697 New
CFG
337
Cooper Financial Group
California
$214K
BMCM
338
Burns Matteson Capital Management
New York
$212K
GSIAS
339
Garden State Investment Advisory Services
New Jersey
$210K -$9.04K -190 -4%
GWM
340
Geneos Wealth Management
Colorado
$209K
Northern Trust
341
Northern Trust
Illinois
$204K +$204K +4,299 New
WA
342
Waverly Advisors
Alabama
$204K +$204K +4,285 New
SAM
343
Secure Asset Management
Michigan
$201K +$201K +4,223 New
WTA
344
Washington Trust Advisors
Massachusetts
$157K
HI
345
Harbour Investments
Wisconsin
$150K +$52.5K +1,104 +54%
SAM
346
S.A. Mason
Michigan
$147K
GIA
347
GHP Investment Advisors
Colorado
$147K +$147K +3,100 New
GT
348
Glenmede Trust
Pennsylvania
$138K
EWA
349
EverSource Wealth Advisors
Alabama
$134K
ACA
350
American Capital Advisory
Idaho
$131K +$131K +2,750 New