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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
PA
76
PFG Advisors
Arizona
$8.09M +$7.66M +155,520 +2,406%
Mariner
77
Mariner
Kansas
$7.7M +$3.68M +74,727 +94%
SF
78
Seros Financial
Arizona
$7.6M +$8.17M +166,039 New
GM
79
GeoWealth Management
Illinois
$7.57M +$4.74M +96,240 +174%
WC
80
Waterloo Capital
Texas
$7.52M +$7.41M +150,453 New
FGA
81
Fortis Group Advisors
New Jersey
$7.27M +$236K +4,796 +3%
JWM
82
Jackson Wealth Management
Florida
$7.02M +$18.5K +376 +0.3%
SWA
83
Stratos Wealth Advisors
Ohio
$6.96M -$241K -4,899 -3%
DADC
84
D.A. Davidson & Co
Montana
$6.86M -$1.33M -27,006 -16%
MOS
85
MGO One Seven
Ohio
$6.83M +$334K +6,779 +5%
NA
86
NewEdge Advisors
Louisiana
$6.44M +$1.49M +30,350 +31%
LWL
87
Leo Wealth LLC
Texas
$6.27M +$49.8K +1,011 +0.8%
CGA
88
Crescent Grove Advisors
Illinois
$6.03M -$82.4K -1,674 -1%
TC
89
TAP Consulting
Missouri
$6.02M +$793K +16,117 +15%
CIA
90
Concurrent Investment Advisors
Florida
$5.82M +$2.48M +50,322 +76%
Renaissance Technologies
91
Renaissance Technologies
New York
$5.62M +$5.53M +112,400 New
CWMGP
92
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5.58M +$810K +16,452 +17%
PFA
93
Pinnacle Family Advisors
Missouri
$5.58M +$61.1K +1,242 +1%
SMA
94
Sage Mountain Advisors
Georgia
$5.31M
MIC
95
Means Investment Company
Maine
$5.18M +$5.11M +103,715 New
FSA
96
Financial Services Advisory
Maryland
$5.06M +$3.34M +67,776 +203%
PS
97
Principal Securities
Iowa
$4.96M +$20.6K +418 +0.4%
SAM
98
SignalPoint Asset Management
Missouri
$4.84M +$279K +5,669 +6%
SCA
99
Snowden Capital Advisors
New York
$4.74M +$2.64M +53,608 +130%
AWS
100
Atria Wealth Solutions
New York
$4.7M +$1.08M +21,962 +30%