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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
CWP
201
Cyndeo Wealth Partners
Florida
$864K +$835K +18,177 New
KLCM
202
KG&L Capital Management
Louisiana
$859K +$110K +2,389 +15%
RRCM
203
Rappaport Reiches Capital Management
Illinois
$832K +$89.1K +1,938 +12%
HWM
204
Horizon Wealth Management
Illinois
$832K -$689 -15 -0.1%
WS
205
Wedbush Securities
California
$816K +$135K +2,930 +21%
SHA
206
Seneca House Advisors
Virginia
$809K +$505 +11 +0.1%
CA
207
Carson Advisory
Georgia
$805K +$42.4K +923 +6%
IWM
208
Iams Wealth Management
Nebraska
$792K -$294K -6,388 -28%
SP
209
Sequent Planning
Nebraska
$782K +$756K +16,457 New
BEI
210
Benjamin Edwards Inc
Missouri
$777K +$751K +16,339 New
GDP
211
Great Diamond Partners
Maine
$765K -$7.03K -153 -0.9%
PRWA
212
Platte River Wealth Advisors
Colorado
$746K +$63.8K +1,388 +10%
EWA
213
EP Wealth Advisors
California
$740K +$322 +7 +0%
NSIM
214
North Star Investment Management
Illinois
$722K -$36.6K -797 -5%
QCM
215
Quantinno Capital Management
New York
$716K +$693K +15,070 New
IWM
216
IHT Wealth Management
Illinois
$711K +$687K +14,956 New
TC
217
Trilogy Capital
California
$710K +$5.84K +127 +0.9%
LGW
218
Leslie Global Wealth
Illinois
$699K +$181K +3,936 +37%
FFN
219
Focus Financial Network
Minnesota
$696K +$45.9K +999 +7%
MFG
220
Merit Financial Group
Georgia
$693K +$17.3K +377 +3%
OCG
221
Opus Capital Group
Ohio
$691K +$668K +14,540 New
BPA
222
Beacon Pointe Advisors
California
$686K +$23K +500 +4%
CW
223
CreativeOne Wealth
Kansas
$682K +$436K +9,492 +195%
CWC
224
Carolinas Wealth Consulting
North Carolina
$664K +$184 +4 +0%
RAS
225
RPS Advisory Solutions
Kentucky
$658K +$636K +13,836 New