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Invesco S&P 500 Top 50 ETF

468 hedge funds and large institutions have $4.59B invested in Invesco S&P 500 Top 50 ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 214 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+57
Holders Change %
+13.87%
% of All Funds
6.23%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
88
Increased
214
Reduced
101
Closed
22
Calls
$2.65M
Puts
$570K
Net Calls
+$2.08M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
351
Advisory Alpha
Michigan
$273K -$5.75K -115 -2%
BWM
352
BigSur Wealth Management
Florida
$269K
TWP
353
Triad Wealth Partners
Kansas
$268K +$268K +5,372 New
GPW
354
Gentry Private Wealth
Kansas
$261K
EWA
355
EverSource Wealth Advisors
Alabama
$251K +$110K +2,206 +78%
GA
356
GFS Advisors
Texas
$250K +$250K +5,000 New
GC
357
Grimes & Company
Massachusetts
$250K +$2.05K +41 +0.8%
FCIM
358
Fairview Capital Investment Management
California
$250K
SG
359
Somerset Group
Minnesota
$250K
WA
360
Wealth Architects
California
$248K
V
361
ViaWealth
Kansas
$247K -$32K -641 -11%
CFG
362
Cooper Financial Group
California
$245K +$19.9K +398 +9%
PCH
363
PGIM Custom Harvest
New Jersey
$245K -$9.74K -195 -4%
KLI
364
Kelman-Lazarov Inc
Tennessee
$241K
IA
365
IAM Advisory
Pennsylvania
$238K -$18K -361 -7%
AG
366
AmeriFlex Group
Nevada
$237K +$237K +4,663 New
NWMG
367
National Wealth Management Group
Ohio
$237K +$237K +4,736 New
CCC
368
Compass Capital Corp
Massachusetts
$236K +$236K +4,649 New
BlackRock
369
BlackRock
New York
$235K +$185K +3,711 +371%
SIC
370
Samalin Investment Counsel
New York
$230K -$365K -7,308 -61%
GWM
371
Geneos Wealth Management
Colorado
$220K
CFG
372
Citizens Financial Group
Rhode Island
$215K +$215K +4,301 New
VFA
373
Valeo Financial Advisors
Indiana
$214K +$214K +4,293 New
AW
374
Alteri Wealth
California
$210K +$210K +4,208 New
BMCM
375
Burns Matteson Capital Management
New York
$208K -$14.4K -289 -6%