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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
AI
101
Atria Investments
North Carolina
$4.63M -$134K -2,714 -3%
PFG
102
PAX Financial Group
Texas
$4.55M -$7.73K -157 -0.2%
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.51M +$1.35M +27,414 +44%
BNMT
104
Bawa N Mallick Trust
New York
$4.5M +$4.43M +90,000 New
HCP
105
Holt Capital Partners
Texas
$4.41M +$2.05M +41,594 +89%
RAS
106
RPS Advisory Solutions
Kentucky
$4.4M +$3.66M +74,299 +537%
CFC
107
Client First Capital
California
$4.38M +$294K +5,977 +7%
GVAG
108
Great Valley Advisor Group
Delaware
$4.35M -$41.7K -848 -1%
SPC
109
Sigma Planning Corp
Michigan
$4.27M -$2.18M -44,220 -34%
BCM
110
Brookstone Capital Management
Illinois
$4.24M -$338K -6,857 -7%
TC
111
Truvestments Capital
Florida
$4.19M +$184K +3,735 +5%
RA
112
RiverTree Advisors
Florida
$4.19M +$3.77M +76,513 +1,049%
TCA
113
Transcend Capital Advisors
New Jersey
$4.01M -$105K -2,126 -3%
IFWM
114
Institute for Wealth Management
Colorado
$3.92M +$322K +6,531 +9%
AWA
115
Arete Wealth Advisors
Illinois
$3.88M +$1.89M +38,315 +98%
LIM
116
Leavell Investment Management
Alabama
$3.75M +$1.06M +21,441 +40%
HAS
117
HBW Advisory Services
California
$3.7M +$309K +6,278 +9%
CFP
118
Comprehensive Financial Planning
Pennsylvania
$3.65M +$3.6M +73,042 New
RAG
119
RIA Advisory Group
Iowa
$3.61M -$278K -5,639 -7%
LJCM
120
Lee Johnson Capital Management
Texas
$3.6M +$71.3K +1,449 +2%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$3.57M -$1.23M -25,035 -26%
ECA
122
Elevation Capital Advisory
Oregon
$3.55M +$3.2M +65,087 +1,097%
AAS
123
Avantax Advisory Services
Texas
$3.43M +$1.29M +26,160 +62%
HKIMG
124
Hutchens & Kramer Investment Management Group
Indiana
$3.33M -$126K -2,560 -4%
CWM
125
Copia Wealth Management
Oregon
$3.31M +$3.27M +66,351 New