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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

411 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 59 funds opening new positions, 172 increasing their positions, 120 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+30
Holders Change %
+7.87%
% of All Funds
5.95%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
59
Increased
172
Reduced
120
Closed
26
Calls
$1.88M
Puts
$1.38M
Net Calls
+$504K
Net Calls Change
+$413K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$232M
2
Lido Advisors
Lido Advisors
California
$38M
3
LPL Financial
LPL Financial
California
$379M
4
Two Sigma Investments
Two Sigma Investments
New York
$34.2M
5
Wells Fargo
Wells Fargo
California
$147M

Top Sellers

1
WGCA
Wolf Group Capital Advisors
Virginia
$12.5M
2
CA
Clearstead Advisors
Ohio
$47.3M
3
RWA
Redhawk Wealth Advisors
Minnesota
$18.6M
4
BC
Bricktown Capital
Michigan
$13.5M
5
Ameriprise
Ameriprise
Minnesota
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
301
Consolidated Planning Corp
Georgia
$293K +$293K +6,167 New
DS
302
DRW Securities
Illinois
$292K – – –
GF
303
Gries Financial
Ohio
$291K +$291K +6,127 New
MSAM
304
Moloney Securities Asset Management
Missouri
$291K – – –
LA
305
Lifeworks Advisors
Michigan
$287K -$30.9K -651 -10%
TIAA Trust, National Association
306
TIAA Trust, National Association
North Carolina
$285K – – –
AP
307
Americana Partners
Texas
$283K – – –
ECA
308
Elevation Capital Advisory
Oregon
$282K -$15.8K -333 -5%
AR
309
Apeiron RIA
Texas
$278K – – –
BWL
310
Bogart Wealth LLC
Virginia
$278K +$380 +8 +0.1%
SWM
311
Spire Wealth Management
Virginia
$278K +$2.61K +55 +1%
IAN
312
Integrated Advisors Network
Texas
$274K +$274K +5,768 New
BFG
313
Bouchey Financial Group
New York
$272K – – –
ABC
314
Associated Banc-Corp
Wisconsin
$267K -$59.1K -1,243 -18%
AA
315
Advisory Alpha
Michigan
$265K +$13.7K +289 +5%
V
316
ViaWealth
Kansas
$265K -$146K -3,072 -36%
DAS
317
Dynamic Advisor Solutions
Arizona
$264K -$2.21M -46,582 -89%
PSF
318
Pacific Sun Financial
California
$263K +$26.9K +565 +11%
VBCG
319
Valley Brook Capital Group
Pennsylvania
$262K +$13.5K +285 +5%
BWM
320
BigSur Wealth Management
Florida
$256K +$256K +5,390 New
NPFS
321
Novak & Powell Financial Services
Florida
$255K +$3.14K +66 +1%
Belvedere Trading
322
Belvedere Trading
Illinois
$254K -$245K -5,161 -49%
GPW
323
Gentry Private Wealth
Kansas
$249K – – –
IA
324
IAM Advisory
Pennsylvania
$243K +$243K +5,121 New
PCH
325
PGIM Custom Harvest
New Jersey
$242K +$242K +5,089 New
11 12
13
14 15