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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
PFA
76
Pinnacle Family Advisors
Missouri
$5.25M +$5.07M +110,413 New
SMA
77
Sage Mountain Advisors
Georgia
$5.06M +$24.6K +536 +0.5%
SA
78
Sanctuary Advisors
Indiana
$5.05M -$2.55M -55,401 -35%
TC
79
TAP Consulting
Missouri
$4.96M +$10.8K +234 +0.2%
PS
80
Principal Securities
Iowa
$4.69M +$1.28M +27,784 +39%
NA
81
NewEdge Advisors
Louisiana
$4.69M -$76.2K -1,658 -2%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$4.58M +$4.43M +96,423 New
AI
83
Atria Investments
North Carolina
$4.53M -$3.95M -86,049 -47%
CWMGP
84
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.53M +$648K +14,111 +17%
BCM
85
Brookstone Capital Management
Illinois
$4.36M +$593K +12,908 +16%
PFG
86
PAX Financial Group
Texas
$4.33M +$4.19M +91,193 New
SAM
87
SignalPoint Asset Management
Missouri
$4.31M +$31.7K +689 +0.8%
GVAG
88
Great Valley Advisor Group
Delaware
$4.18M +$155K +3,381 +4%
Jones Financial Companies
89
Jones Financial Companies
Missouri
$4.17M +$3.14M +68,265 +342%
TCA
90
Transcend Capital Advisors
New Jersey
$3.92M -$67.9K -1,477 -2%
IA
91
IFG Advisory
Georgia
$3.9M +$2.79M +60,810 +287%
CFC
92
Client First Capital
California
$3.88M +$810K +17,631 +28%
TC
93
Truvestments Capital
Florida
$3.81M +$3.69M +80,226 New
Mariner
94
Mariner
Kansas
$3.77M -$1.36M -29,670 -27%
RAG
95
RIA Advisory Group
Iowa
$3.7M +$3.58M +77,880 New
SC
96
Sapient Capital
Indiana
$3.57M -$197K -4,297 -5%
AWS
97
Atria Wealth Solutions
New York
$3.43M +$458K +9,972 +16%
IFWM
98
Institute for Wealth Management
Colorado
$3.42M +$735K +15,991 +29%
KAS
99
Kestra Advisory Services
Texas
$3.39M +$1M +21,860 +44%
LJCM
100
Lee Johnson Capital Management
Texas
$3.36M +$3.25M +70,627 New