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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
MML Investors Services
26
MML Investors Services
Massachusetts
$28.6M +$6.3M +137,194 +30%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$26.3M +$2.7M +58,860 +12%
AF
28
Apexium Financial
Texas
$25.9M +$43.8K +953 +0.2%
QFA
29
Quattro Financial Advisors
Texas
$22.8M -$341K -7,427 -2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$22.6M +$5.36M +116,634 +32%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$22.5M -$3.4M -73,951 -14%
DFG
32
Demars Financial Group
Washington
$22.4M +$2.78M +60,412 +15%
Goldman Sachs
33
Goldman Sachs
New York
$21.5M +$11.4M +249,158 +123%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$19.4M +$2.32M +50,509 +14%
RWA
35
Redhawk Wealth Advisors
Minnesota
$18.6M -$15.4M -334,896 -46%
CWAF
36
Core Wealth Advisors (Florida)
Florida
$18.2M +$66.9K +1,456 +0.4%
CWM
37
Cedar Wealth Management
California
$17.4M +$3.27M +71,115 +24%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$15.7M -$3.49M -76,000 -19%
SWM
39
Segment Wealth Management
Texas
$14.1M -$606K -13,185 -4%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$13.7M +$1.69M +36,688 +15%
SWP
41
Stratos Wealth Partners
Ohio
$13.6M +$315K +6,857 +2%
PP
42
Pegasus Partners
Wisconsin
$13.5M +$1.44M +31,318 +12%
BC
43
Bricktown Capital
Michigan
$13.5M -$14.3M -310,156 -52%
OIA
44
OneDigital Investment Advisors
Kansas
$13.5M +$2.21M +48,047 +20%
JF
45
JSF Financial
California
$13.1M +$698K +15,197 +6%
WGCA
46
Wolf Group Capital Advisors
Virginia
$12.5M -$13.4M -291,840 -89%
GRP
47
Global Retirement Partners
California
$12.1M +$126K +2,739 +1%
PIS
48
POM Investment Strategies
North Carolina
$11.5M -$3.49M -76,005 -24%
AAS
49
Asset Allocation Strategies
Michigan
$11M +$2.09M +45,463 +24%
CF
50
Centaurus Financial
California
$10.7M +$262K +5,701 +3%