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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
LPL Financial
1
LPL Financial
California
$379M +$34.1M +741,770 +10%
Morgan Stanley
2
Morgan Stanley
New York
$270M +$17.6M +383,521 +7%
Fisher Asset Management
3
Fisher Asset Management
Washington
$247M -$8.66M -188,490 -3%
Bank of America
4
Bank of America
North Carolina
$232M +$45.5M +989,096 +25%
Wells Fargo
5
Wells Fargo
California
$147M +$20.1M +438,463 +17%
Ameriprise
6
Ameriprise
Minnesota
$127M -$9.33M -203,086 -7%
UBS Group
7
UBS Group
Switzerland
$115M +$626K +13,616 +0.6%
JFGIW
8
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82.4M +$9.77M +212,607 +14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$64.5M +$1.93M +42,093 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$63.7M +$1.61M +35,119 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$54.2M +$12.2M +265,964 +30%
GWSG
12
GPS Wealth Strategies Group
Colorado
$51.6M +$7.25M +157,699 +17%
CA
13
Clearstead Advisors
Ohio
$47.3M -$22M -478,519 -32%
PWP
14
Principle Wealth Partners
Connecticut
$46.6M +$7.28M +158,478 +19%
OCM
15
One Capital Management
California
$46.5M -$151K -3,291 -0.3%
Osaic Holdings
16
Osaic Holdings
Arizona
$45M +$5.14M +111,791 +13%
Stifel Financial
17
Stifel Financial
Missouri
$44.7M -$3.17M -69,047 -7%
HighTower Advisors
18
HighTower Advisors
Illinois
$44M +$9.23M +200,879 +28%
RJA
19
Raymond James & Associates
Florida
$38.8M +$15.4M +335,532 +70%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$38.5M +$6.72M +146,219 +22%
Lido Advisors
21
Lido Advisors
California
$38M +$36.8M +799,813 New
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$36.8M +$7.98M +173,566 +29%
JP Morgan Chase
23
JP Morgan Chase
New York
$34.4M +$1.13M +24,527 +4%
Two Sigma Investments
24
Two Sigma Investments
New York
$34.2M +$28.1M +610,900 +559%
PAG
25
Private Advisor Group
New Jersey
$33.3M +$3.83M +83,309 +14%