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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
BTI
401
Blue Trust Inc
Georgia
$7.78K +$7.81K +170 New
SIS
402
Sound Income Strategies
Florida
$6.84K
National Bank of Canada
403
National Bank of Canada
Quebec, Canada
$5.56K +$689 +15 +15%
MLA
404
MB, Levis & Associates
Pennsylvania
$4.66K
TCG
405
Transcendent Capital Group
Oklahoma
$4.58K +$1.98K +43 +81%
WCM
406
Weaver Capital Management
Georgia
$4.52K
OSAM
407
O'Shaughnessy Asset Management
Connecticut
$4.45K -$49.5K -1,077 -92%
JWA
408
JFS Wealth Advisors
Pennsylvania
$3.28K -$1.84K -40 -37%
WWMSC
409
Wagner Wealth Management (South Carolina)
South Carolina
$3.15K
NP
410
NorthRock Partners
Minnesota
$2.94K
DFA
411
DHJJ Financial Advisors
Illinois
$2.73K
VWM
412
Venturi Wealth Management
Texas
$2.23K +$873 +19 +68%
CFO
413
CVA Family Office
Colorado
$2.14K -$23.2K -505 -92%
AAG
414
Armstrong Advisory Group
Massachusetts
$1.19K +$1.15K +25 New
EW
415
Element Wealth
Mississippi
$989 -$20.5K -447 -96%
CPA
416
Clear Point Advisors
New York
$480
Renaissance Technologies
417
Renaissance Technologies
New York
-$6.46M -141,200 Closed
TF
418
Trek Financial
Arizona
-$3.52M -76,987 Closed
SFC
419
Strategic Financial Concepts
Texas
-$965 -43,010 Closed
OAS
420
Optivise Advisory Services
Tennessee
-$1.84M -40,274 Closed
GCP
421
GSA Capital Partners
United Kingdom
-$1.52M -33,200 Closed
MTWM
422
Masso Torrence Wealth Management
New Jersey
-$1.42M -31,048 Closed
WP
423
WealthShield Partners
North Carolina
-$1.19M -26,102 Closed
Millennium Management
424
Millennium Management
New York
-$1.04M -22,693 Closed
BW
425
Bison Wealth
Georgia
-$870K -20,644 Closed