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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 %
DC
301
Davenport & Co
Virginia
$223K +$223K +4,871 New
CW
302
CreativeOne Wealth
Kansas
$222K -$386K -8,456 -64%
RIA
303
Realta Investment Advisors
Delaware
$221K +$212K +4,635 +2,306%
BAM
304
Belpointe Asset Management
Nevada
$220K -$10.1K -220 -4%
KLI
305
Kelman-Lazarov Inc
Tennessee
$220K -$31.3K -684 -12%
GSIAS
306
Garden State Investment Advisory Services
New Jersey
$211K +$211K +4,610 New
CFG
307
Cooper Financial Group
California
$206K +$206K +4,503 New
BMCM
308
Burns Matteson Capital Management
New York
$204K +$204K +4,459 New
SA
309
SpiderRock Advisors
Delaware
$204K +$204K +4,452 New
GWM
310
Geneos Wealth Management
Colorado
$201K -$29.7K -650 -13%
GPFA
311
Game Plan Financial Advisors
Ohio
$189K +$12.6K +275 +7%
ATPW
312
Ashton Thomas Private Wealth
Arizona
$189K +$189K +4,128 New
WTA
313
Washington Trust Advisors
Massachusetts
$151K – – –
SAM
314
S.A. Mason
Michigan
$142K – – –
EWM
315
EPG Wealth Management
Georgia
$142K – – –
GT
316
Glenmede Trust
Pennsylvania
$133K – – –
EWA
317
EverSource Wealth Advisors
Alabama
$128K – – –
HBW
318
Hazlett, Burt & Watson
West Virginia
$121K +$32.3K +700 +36%
AF
319
Allworth Financial
California
$120K -$32.5K -710 -21%
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$112K +$85.3K +1,864 +321%
VF
321
VitalStone Financial
Texas
$111K +$29.4K +642 +36%
CA
322
Continuum Advisory
Idaho
$109K – – –
RFA
323
Register Financial Advisors
Georgia
$106K +$50.3K +1,100 +90%
CB
324
Centennial Bank
Arkansas
$101K +$101K +2,200 New
SWC
325
Spectrum Wealth Counsel
Indiana
$98.2K -$31.5K -688 -24%
11 12
13
14 15