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Invesco S&P 500 Top 50 ETF

468 hedge funds and large institutions have $4.59B invested in Invesco S&P 500 Top 50 ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 214 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+57
Holders Change %
+13.87%
% of All Funds
6.23%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
88
Increased
214
Reduced
101
Closed
22
Calls
$2.65M
Puts
$570K
Net Calls
+$2.08M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
201
Orion Portfolio Solutions
Nebraska
$1.23M +$254K +5,081 +26%
Envestnet Portfolio Solutions
202
Envestnet Portfolio Solutions
Illinois
$1.22M -$34.8K -696 -3%
William Blair & Company
203
William Blair & Company
Illinois
$1.21M +$32.5K +650 +3%
Comerica Bank
204
Comerica Bank
Texas
$1.21M +$45.2K +904 +4%
CAM
205
Cresset Asset Management
Illinois
$1.19M -$1.13M -22,532 -49%
KWS
206
Keystone Wealth Services
California
$1.18M -$1.17M -23,363 -50%
KFGK
207
Keystone Financial Group (Kentucky)
Kentucky
$1.17M -$24K -481 -2%
HNB
208
Hilltop National Bank
Wyoming
$1.12M -$20.7K -415 -2%
Tudor Investment Corp
209
Tudor Investment Corp
Connecticut
$1.11M -$1.54M -30,743 -58%
CFB
210
Cullen/Frost Bankers
Texas
$1.1M +$1.9K +38 +0.2%
CC
211
Commons Capital
Massachusetts
$1.1M +$1.1M +22,055 New
AP
212
Advisors Preferred
Maryland
$1.1M +$1.1M +22,100 New
IWM
213
Iams Wealth Management
Nebraska
$1.1M +$266K +5,333 +32%
CL
214
Choreo LLC
Illinois
$1.1M -$50 -1 -0%
HH
215
Hilltop Holdings
Texas
$1.09M +$50.2K +1,004 +5%
PWM
216
Partners Wealth Management
California
$1.09M +$1.09M +21,783 New
AA
217
Armis Advisers
Georgia
$1.08M +$1.08M +21,647 New
CCG
218
Capital CS Group
California
$1.04M -$318K -6,359 -23%
RRCM
219
Rappaport Reiches Capital Management
Illinois
$1M +$129K +2,584 +15%
MFG
220
Merit Financial Group
Georgia
$1M +$274K +5,486 +38%
SOS
221
Silver Oak Securities
Tennessee
$994K -$188K -3,739 -16%
TF
222
Trek Financial
Arizona
$994K +$994K +19,889 New
KLCM
223
KG&L Capital Management
Louisiana
$994K +$90.6K +1,814 +10%
SAM
224
Synergy Asset Management
Washington
$977K +$439K +9,037 +82%
DFA
225
Davies Financial Advisors
California
$946K