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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
FSA
151
Financial Services Advisory
Maryland
$1.59M -$785K -17,084 -34%
WAM
152
Walker Asset Management
Missouri
$1.59M -$11.9K -259 -0.8%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$1.56M +$20K +436 +1%
FIS
154
Fischer Investment Strategies
California
$1.55M -$23.3K -506 -2%
AWM
155
Avior Wealth Management
Nebraska
$1.53M -$121K -2,636 -8%
MA
156
Mutual Advisors
Nebraska
$1.52M -$17.1K -373 -1%
EFG
157
Elios Financial Group
Ohio
$1.51M +$1.46M +31,756 New
CA
158
Cannon Advisors
North Carolina
$1.48M +$1.44M +31,314 New
MCA
159
Magnolia Capital Advisors
Mississippi
$1.48M +$1.43M +31,100 New
D
160
Diversified
Delaware
$1.46M -$70K -1,524 -5%
DE
161
Diversified Enterprises
Delaware
$1.46M +$1.42M +30,792 New
MWP
162
Moller Wealth Partners
$1.43M -$137K -2,983 -9%
NAM
163
NTV Asset Management
West Virginia
$1.41M +$148K +3,227 +12%
Truist Financial
164
Truist Financial
North Carolina
$1.39M -$65.6K -1,428 -5%
Creative Planning
165
Creative Planning
Kansas
$1.34M -$37K -805 -3%
PSCM
166
Per Stirling Capital Management
Texas
$1.34M +$414 +9 +0%
CCG
167
Capital CS Group
California
$1.3M -$195K -4,238 -13%
GS
168
GTS Securities
New York
$1.29M -$2.04M -44,311 -62%
FI
169
FWG Investments
Kentucky
$1.28M +$1.24M +26,916 New
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$1.26M +$919 +20 +0.1%
SFA
171
Sequoia Financial Advisors
Ohio
$1.23M +$34.2K +745 +3%
CAS
172
Coppell Advisory Solutions
Texas
$1.22M +$1.17M +25,527 +7,508%
NFSG
173
Newbridge Financial Services Group
Florida
$1.2M +$116K +2,518 +11%
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$1.19M +$219K +4,765 +23%
PA
175
PSI Advisors
Florida
$1.18M -$23.9K -521 -2%