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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
CWP
376
Concord Wealth Partners
Virginia
$47.4K +$45.9K +998 New
PMFA
377
Plante Moran Financial Advisors
Michigan
$45.2K
FGC
378
Financial Gravity Companies
Texas
$42.3K +$40.9K +889 New
CIAS
379
Capital Investment Advisory Services
North Carolina
$38.9K +$46 +1 +0.1%
TRCT
380
Tower Research Capital (TRC)
New York
$35.8K +$34.6K +753 New
IHWM
381
Iron Horse Wealth Management
Iowa
$35.6K
VAMG
382
Voisard Asset Management Group
Michigan
$35.6K
Russell Investments Group
383
Russell Investments Group
United Kingdom
$35.4K -$24.5K -534 -42%
PB
384
Pinnacle Bancorp
Nebraska
$32.8K +$46 +1 +0.1%
RA
385
Ransom Advisory
Rhode Island
$31.8K -$1.84K -40 -6%
PCMC
386
Private Capital Management (Colorado)
Colorado
$28.5K
AA
387
Ancora Advisors
Ohio
$28.2K -$7.26K -158 -21%
CJ
388
Caitlin John
Michigan
$22.1K +$2.53K +55 +14%
HNB
389
Huntington National Bank
Ohio
$20.7K
FFA
390
Founders Financial Alliance
North Carolina
$18.5K +$15.6K +340 +680%
OWP
391
ORG Wealth Partners
Texas
$18.1K +$17.5K +381 New
PP
392
PrairieView Partners
Minnesota
$18K +$18.3K +399 New
CFS
393
CGC Financial Services
Oregon
$16.6K
T
394
Tidemark
California
$15.5K
LFG
395
Larson Financial Group
Missouri
$14.7K +$14.2K +310 New
YDMI
396
Y.D. More Investments
Israel
$12.2K
TWC
397
TD Waterhouse Canada
Ontario, Canada
$12.2K -$1.84K -40 -13%
FCMT
398
Founders Capital Management (Texas)
Texas
$10.9K
WWP
399
WR Wealth Planners
Missouri
$10.9K
WBC
400
West Branch Capital
Massachusetts
$9.03K