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Invesco S&P 500 Top 50 ETF

472 hedge funds and large institutions have $4.6B invested in Invesco S&P 500 Top 50 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 216 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $570K

275% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 24

114% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 101

38% more capital invested

Capital invested by funds: $3.33B → $4.6B (+$1.26B)

27% more funds holding in top 10

Funds holding in top 10: 2228 (+6)

20.9% more ownership

Funds ownership: 49.37%70.27% (+21%)

14% more funds holding

Funds holding: 415472 (+57)

Holders
472
Holders Change
+57
Holders Change %
+13.73%
% of All Funds
6.22%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
90
Increased
216
Reduced
101
Closed
24
Calls
$2.65M
Puts
$570K
Net Calls
+$2.08M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
DFG
1
Demars Financial Group
Washington
$569M +$1.38B +27,932,132 +5,930%
LPL Financial
2
LPL Financial
California
$488M +$88.4M +1,795,590 +23%
Morgan Stanley
3
Morgan Stanley
New York
$348M +$63.3M +1,286,326 +23%
Fisher Asset Management
4
Fisher Asset Management
Washington
$248M -$12M -244,431 -5%
Bank of America
5
Bank of America
North Carolina
$201M -$41.7M -847,529 -17%
Wells Fargo
6
Wells Fargo
California
$171M +$16.7M +339,940 +11%
Ameriprise
7
Ameriprise
Minnesota
$135M +$1.44M +29,332 +1%
UBS Group
8
UBS Group
Switzerland
$125M +$3.89M +79,066 +3%
Raymond James Financial
9
Raymond James Financial
Florida
$113M +$111M +2,253,626 New
JFGIW
10
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84.4M -$3.51M -71,224 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$62.4M -$5.32M -107,967 -8%
Lido Advisors
12
Lido Advisors
California
$60.5M +$20.2M +411,032 +51%
GWSG
13
GPS Wealth Strategies Group
Colorado
$58.7M +$4.4M +89,392 +8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$57.5M +$480K +9,757 +0.9%
Osaic Holdings
15
Osaic Holdings
Arizona
$56.9M +$9.52M +193,399 +20%
Goldman Sachs
16
Goldman Sachs
New York
$55.1M +$32.1M +651,109 +144%
PWP
17
Principle Wealth Partners
Connecticut
$54.6M +$5.52M +112,147 +11%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$54.4M +$15.4M +313,700 +40%
Invesco
19
Invesco
Georgia
$53.7M +$52.9M +1,074,927 New
Two Sigma Investments
20
Two Sigma Investments
New York
$53.2M +$17M +345,350 +48%
Stifel Financial
21
Stifel Financial
Missouri
$50.4M +$3.28M +66,640 +7%
CA
22
Clearstead Advisors
Ohio
$49M -$798K -16,201 -2%
OCM
23
One Capital Management
California
$48.2M -$698K -14,174 -1%
HighTower Advisors
24
HighTower Advisors
Illinois
$47.5M +$1.29M +26,166 +3%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$41.8M +$1.34M +27,278 +3%