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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
Jane Street
176
Jane Street
New York
$1.17M -$1.31M -28,548 -54%
MA
177
MONECO Advisors
Connecticut
$1.14M +$371K +8,076 +51%
KFGK
178
Keystone Financial Group (Kentucky)
Kentucky
$1.14M +$1.1M +23,995 New
US Bancorp
179
US Bancorp
Minnesota
$1.14M +$204K +4,441 +23%
CWA
180
Capital Wealth Alliance
Arizona
$1.13M -$829K -18,049 -43%
William Blair & Company
181
William Blair & Company
Illinois
$1.12M -$16.1K -350 -1%
PIA
182
Perennial Investment Advisors
California
$1.12M +$1.08M +23,496 New
Comerica Bank
183
Comerica Bank
Texas
$1.11M +$132K +2,883 +14%
IMC Chicago
184
IMC Chicago
Illinois
$1.1M +$1.07M +23,241 New
HNB
185
Hilltop National Bank
Wyoming
$1.09M
FIA
186
Foundations Investment Advisors
Arizona
$1.08M +$586K +12,758 +128%
SOS
187
Silver Oak Securities
Tennessee
$1.05M -$1.34M -29,192 -55%
CFB
188
Cullen/Frost Bankers
Texas
$1.05M +$1.01M +22,066 New
CL
189
Choreo LLC
Illinois
$1.03M +$381K +8,287 +61%
IFG
190
Independent Financial Group
California
$1.02M -$187K -4,077 -16%
HH
191
Hilltop Holdings
Texas
$992K +$42.8K +931 +5%
HGERS
192
Householder Group Estate & Retirement Specialist
Arizona
$982K +$77K +1,675 +9%
CIA
193
Compass Ion Advisors
Pennsylvania
$965K +$933K +20,296 New
EFG
194
Ethos Financial Group
Pennsylvania
$932K -$1.19M -25,928 -57%
BCI
195
Brinker Capital Investments
Pennsylvania
$924K -$135K -2,942 -13%
OPS
196
Orion Portfolio Solutions
Nebraska
$924K -$135K -2,942 -13%
DFA
197
Davies Financial Advisors
California
$900K -$14.8K -323 -2%
USCWA
198
U.S. Capital Wealth Advisors
Texas
$886K -$7.81M -169,851 -90%
Citigroup
199
Citigroup
New York
$883K -$36K -784 -4%
SFG
200
Snider Financial Group
Washington
$864K -$9.51K -207 -1%