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Invesco S&P 500 Top 50 ETF

472 hedge funds and large institutions have $4.6B invested in Invesco S&P 500 Top 50 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 216 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $570K

275% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 24

114% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 101

38% more capital invested

Capital invested by funds: $3.33B → $4.6B (+$1.26B)

27% more funds holding in top 10

Funds holding in top 10: 2228 (+6)

20.9% more ownership

Funds ownership: 49.37%70.27% (+21%)

14% more funds holding

Funds holding: 415472 (+57)

Holders
472
Holders Change
+57
Holders Change %
+13.73%
% of All Funds
6.22%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
90
Increased
216
Reduced
101
Closed
24
Calls
$2.65M
Puts
$570K
Net Calls
+$2.08M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$41.1M +$6.02M +122,294 +17%
IAA
27
Independent Advisor Alliance
North Carolina
$38.9M +$38.3M +777,780 New
JP Morgan Chase
28
JP Morgan Chase
New York
$38.8M +$2.6M +52,837 +7%
MML Investors Services
29
MML Investors Services
Massachusetts
$34.5M +$4.39M +89,230 +15%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$28.4M +$4.74M +96,227 +20%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$28.2M +$511K +10,377 +2%
AF
32
Apexium Financial
Texas
$27.2M -$47K -955 -0.2%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$26.4M +$2.57M +52,259 +11%
QFA
34
Quattro Financial Advisors
Texas
$24.6M +$395K +8,024 +2%
SWP
35
Stratos Wealth Partners
Ohio
$23.8M +$9.36M +190,180 +66%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$23.1M +$2.6M +52,900 +13%
IWC
37
Integrated Wealth Concepts
Massachusetts
$22.8M +$13.5M +273,534 +150%
CWM
38
Cedar Wealth Management
California
$21M +$2.72M +55,229 +15%
RWA
39
Redhawk Wealth Advisors
Minnesota
$20.2M +$646K +13,114 +3%
CWAF
40
Core Wealth Advisors (Florida)
Florida
$19.3M +$146K +2,962 +0.8%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$18.1M +$3.67M +74,481 +26%
SWM
42
Segment Wealth Management
Texas
$15M +$210K +4,265 +1%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$14.5M -$2.12M -43,000 -13%
GRP
44
Global Retirement Partners
California
$14.5M +$1.75M +35,469 +14%
BC
45
Bricktown Capital
Michigan
$14.2M
JF
46
JSF Financial
California
$13.9M +$145K +2,954 +1%
OIA
47
OneDigital Investment Advisors
Kansas
$13.5M -$603K -12,247 -4%
BHB
48
Bank Hapoalim BM
Israel
$13.3M +$13.1M +266,000 New
WGCA
49
Wolf Group Capital Advisors
Virginia
$12.5M
PIS
50
POM Investment Strategies
North Carolina
$12.2M +$153K +3,108 +1%