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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 %
MSAM
276
Moloney Securities Asset Management
Missouri
$280K – – –
TIAA Trust, National Association
277
TIAA Trust, National Association
North Carolina
$275K – – –
MIFH
278
Migdal Insurance & Financial Holdings
Israel
$273K +$187K +4,063 +219%
AP
279
Americana Partners
Texas
$272K +$272K +5,954 New
MP
280
McDonald Partners
Ohio
$271K +$46.9K +1,026 +21%
AR
281
Apeiron RIA
Texas
$268K – – –
BWL
282
Bogart Wealth LLC
Virginia
$267K +$686 +15 +0.3%
SWM
283
Spire Wealth Management
Virginia
$265K +$5.03K +110 +2%
Simplex Trading
284
Simplex Trading
Illinois
$263K +$258K +5,640 +5,174%
BFG
285
Bouchey Financial Group
New York
$262K – – –
NS
286
NBC Securities
Alabama
$256K +$11.4K +250 +5%
BFEC
287
Benjamin F. Edwards & Company
Missouri
$254K +$458 +10 +0.2%
FFA
288
Florida Financial Advisors
Florida
$253K +$253K +5,525 New
SSW
289
Smith Shellnut Wilson
Mississippi
$252K +$252K +5,500 New
NPFS
290
Novak & Powell Financial Services
Florida
$243K – – –
AA
291
Advisory Alpha
Michigan
$242K +$8.14K +178 +3%
GPW
292
Gentry Private Wealth
Kansas
$239K +$239K +5,230 New
VBCG
293
Valley Brook Capital Group
Pennsylvania
$239K +$239K +5,220 New
GFG
294
Goldstone Financial Group
Illinois
$234K +$234K +5,124 New
MFS
295
Madrona Financial Services
Washington
$229K +$229K +5,002 New
SG
296
Somerset Group
Minnesota
$229K – – –
PSF
297
Pacific Sun Financial
California
$227K +$3.2K +70 +1%
Pathstone Holdings
298
Pathstone Holdings
New Jersey
$227K +$227K +4,970 New
WA
299
Wealth Architects
California
$227K – – –
GC
300
Grimes & Company
Massachusetts
$227K +$458 +10 +0.2%
10 11
12
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