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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
KIA
126
KCM Investment Advisors
California
$3.22M
LAS
127
LWM Advisory Services
Florida
$3.21M +$338K +6,864 +12%
OC
128
Oppenheimer & Co
New York
$3.18M +$167K +3,401 +6%
LFA
129
Laraway Financial Advisors
Minnesota
$3.12M +$132K +2,682 +4%
CA
130
Cresta Advisors
Texas
$2.97M
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$2.93M +$40.4K +820 +1%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$2.75M +$985K +20,000 +57%
ML
133
McAdam LLC
Pennsylvania
$2.68M -$121K -2,453 -4%
FTS
134
Fifth Third Securities
Ohio
$2.68M +$619K +12,566 +31%
P
135
&Partners
Tennessee
$2.68M -$386K -7,831 -13%
AAS
136
Ameritas Advisory Services
Nebraska
$2.64M +$329K +6,678 +14%
SC
137
Sapient Capital
Indiana
$2.58M -$1.16M -23,502 -31%
SWP
138
ShoreHaven Wealth Partners
New Jersey
$2.53M +$43.8K +889 +2%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$2.53M +$302K +6,133 +14%
FIS
140
Fischer Investment Strategies
California
$2.52M +$881K +17,901 +55%
DIA
141
Dana Investment Advisors
Wisconsin
$2.45M +$86.7K +1,761 +4%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$2.45M +$797K +16,182 +49%
JWCA
143
J.W. Cole Advisors
Florida
$2.38M -$2.85K -58 -0.1%
ACA
144
Aptus Capital Advisors
Alabama
$2.38M -$27.3K -554 -1%
CFGS
145
Concourse Financial Group Securities
Alabama
$2.33M -$405K -8,223 -15%
PSCM
146
Per Stirling Capital Management
Texas
$2.29M +$870K +17,662 +63%
SFS
147
Sowell Financial Services
Arkansas
$2.28M +$2.24M +45,546 New
PIA
148
Perennial Investment Advisors
California
$2.25M +$1.06M +21,440 +91%
SSW
149
Smith Shellnut Wilson
Mississippi
$2.15M +$1.81M +36,850 +588%
KIM
150
Kane Investment Management
California
$2.15M +$2.11M +42,950 New