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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
GT
351
Glenmede Trust
Pennsylvania
$138K
EWA
352
EverSource Wealth Advisors
Alabama
$134K
ACA
353
American Capital Advisory
Idaho
$131K +$126K +2,750 New
HBW
354
Hazlett, Burt & Watson
West Virginia
$129K +$3.45K +75 +3%
VF
355
VitalStone Financial
Texas
$128K +$11.9K +260 +11%
AF
356
Allworth Financial
California
$124K
CA
357
Continuum Advisory
Idaho
$117K
AssetMark Inc
358
AssetMark Inc
California
$112K +$104K +2,262 +2,175%
RFA
359
Register Financial Advisors
Georgia
$110K
EWM
360
EPG Wealth Management
Georgia
$109K +$106K +2,298 New
SWC
361
Spectrum Wealth Counsel
Indiana
$102K
FPFS
362
First Personal Financial Services
North Carolina
$100K
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$95.4K -$20.1K -437 -18%
IRC
364
Investors Research Corp
Georgia
$90.7K +$49K +1,067 +127%
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
$85.2K +$36.1K +785 +78%
PA
366
Parallel Advisors
California
$79.5K +$3.91K +85 +5%
KFI
367
Key Financial Inc
Pennsylvania
$78.4K
GJIA
368
Glass Jacobson Investment Advisors
Maryland
$68.4K +$138 +3 +0.2%
S
369
SignatureFD
Georgia
$58.9K
WCM
370
Winthrop Capital Management
Indiana
$57K
CAL
371
Capital Analysts LLC
Pennsylvania
$56K +$49.7K +1,081 +1,070%
SFC
372
SYM Financial Corp
Indiana
$52.3K
AIC
373
Archer Investment Corporation
Indiana
$52.1K
CIBC Private Wealth Group
374
CIBC Private Wealth Group
Georgia
$49.4K -$460 -10 -1%
BlackRock
375
BlackRock
New York
$47.5K