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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
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$9.42M -$1.15M -25,007 -11%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$9M -$52.7K -1,146 -0.6%
AC
53
Avestar Capital
New York
$8.99M -$341K -7,427 -4%
CAP
54
Columbia Advisory Partners
Washington
$8.84M -$697K -15,172 -8%
IWC
55
Integrated Wealth Concepts
Massachusetts
$8.67M +$399K +8,687 +5%
FAIM
56
Financial Advocates Investment Management
Washington
$8.47M -$855K -18,597 -9%
TFS
57
Thoroughbred Financial Services
Tennessee
$8.24M +$426K +9,270 +6%
WIA
58
World Investment Advisors
California
$8.23M +$3.03M +66,037 +62%
JIC
59
Johnson Investment Counsel
Ohio
$7.93M -$246K -5,363 -3%
PWP
60
Precedent Wealth Partners
Texas
$7.88M +$1.46M +31,691 +24%
DADC
61
D.A. Davidson & Co
Montana
$7.81M -$3.45K -75 -0%
KAS
62
KPP Advisory Services
Kentucky
$7.64M +$3.39M +73,760 +85%
CPRC
63
Consolidated Portfolio Review Corp
New York
$7.62M +$41.4K +901 +0.6%
CF
64
Cyr Financial
Illinois
$7.57M +$179K +3,903 +3%
ACA
65
Aspire Capital Advisors
Washington
$7.35M +$45K +979 +0.6%
SPIA
66
Steward Partners Investment Advisory
New York
$7.04M +$6.07M +132,094 +822%
SWA
67
Stratos Wealth Advisors
Ohio
$6.86M -$142K -3,096 -2%
FGA
68
Fortis Group Advisors
New Jersey
$6.69M -$3.09M -67,182 -32%
JWM
69
Jackson Wealth Management
Florida
$6.66M +$3.38M +73,529 +110%
FFA
70
Farther Finance Advisors
California
$6.34M -$1.29M -28,034 -17%
EH
71
Equitable Holdings
New York
$6.3M +$566K +12,306 +10%
MOS
72
MGO One Seven
Ohio
$6.17M +$5.59M +121,553 +1,464%
SPC
73
Sigma Planning Corp
Michigan
$6.17M -$1.2M -26,006 -17%
LWL
74
Leo Wealth LLC
Texas
$5.92M -$7.77K -169 -0.1%
CGA
75
Crescent Grove Advisors
Illinois
$5.82M -$71.5K -1,555 -1%