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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

381 hedge funds and large institutions have $2.94B invested in Invesco S&P 500 Top 50 ETF in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 170 increasing their positions, 81 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+44
Holders Change %
+13.06%
% of All Funds
5.54%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
76
Increased
170
Reduced
81
Closed
25
Calls
$2.17M
Puts
$2.08M
Net Calls
+$91K
Net Calls Change
+$142K

Top Buyers

1
CA
Clearstead Advisors
Ohio
$67.5M
2
Morgan Stanley
Morgan Stanley
New York
$243M
3
RWA
Redhawk Wealth Advisors
Minnesota
$33.2M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$30.4M
5
BC
Bricktown Capital
Michigan
$27.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$9.27M
2
BHB
Bank Hapoalim BM
Israel
$0
3
CCS
Concentric Capital Strategies
Connecticut
$0
4
Fisher Asset Management
Fisher Asset Management
Washington
$247M
5
WA
Waverly Advisors
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
251
MGO One Seven
Ohio
$380K +$88K +1,924 +30%
GFPC
252
Global Financial Private Client
Florida
$372K +$595 +13 +0.2%
CWG
253
Cornerstone Wealth Group
North Carolina
$372K – – –
ECM
254
Evergreen Capital Management
Washington
$367K – – –
LSA
255
Lansing Street Advisors
Pennsylvania
$364K -$3.8K -83 -1%
EFG
256
Embree Financial Group
Illinois
$359K -$51.4K -1,123 -13%
ASN
257
Advisory Services Network
Georgia
$356K +$28K +613 +9%
MHS
258
M Holdings Securities
Oregon
$355K +$355K +7,755 New
BJL
259
Brighton Jones LLC
Washington
$348K +$74K +1,617 +27%
BONH
260
Bank of New Hampshire
New Hampshire
$346K – – –
AFP
261
Ausdal Financial Partners
Iowa
$346K +$61.7K +1,349 +22%
IA
262
Insight Advisors
Pennsylvania
$345K +$345K +7,546 New
WA
263
WESPAC Advisors
California
$345K -$158K -3,461 -31%
UAG
264
United Advisor Group
Ohio
$337K +$77K +1,682 +30%
SMC
265
Smith, Moore & Co
Missouri
$336K -$50.3K -1,100 -13%
Neuberger Berman Group
266
Neuberger Berman Group
New York
$336K +$336K +7,350 New
KPWS
267
Kestra Private Wealth Services
Texas
$329K +$329K +7,200 New
IC
268
IEQ Capital
California
$323K – – –
MWM
269
MinichMacGregor Wealth Management
New York
$315K -$595 -13 -0.2%
ABC
270
Associated Banc-Corp
Wisconsin
$314K +$33.3K +727 +12%
ZIMP
271
Zimmermann Investment Management & Planning
Pennsylvania
$310K +$16.1K +353 +6%
LA
272
Lifeworks Advisors
Michigan
$306K -$33K -722 -10%
BRWA
273
B. Riley Wealth Advisors
Florida
$289K +$289K +6,306 New
ECA
274
Elevation Capital Advisory
Oregon
$287K +$287K +6,265 New
DS
275
DRW Securities
Illinois
$284K – – –
9 10
11
12 13