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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 %
FPFS
326
First Personal Financial Services
North Carolina
$96.7K +$96.7K +2,113 New
HI
327
Harbour Investments
Wisconsin
$93.9K – – –
KFI
328
Key Financial Inc
Pennsylvania
$75.5K – – –
IAIM
329
International Assets Investment Management
Florida
$73.2K +$73.2K +1,600 New
PA
330
Parallel Advisors
California
$72.6K +$59.9K +1,309 +471%
GJIA
331
Glass Jacobson Investment Advisors
Maryland
$65.7K +$137 +3 +0.2%
Russell Investments Group
332
Russell Investments Group
United Kingdom
$58.5K +$58.5K +1,278 New
S
333
SignatureFD
Georgia
$56.6K – – –
WCM
334
Winthrop Capital Management
Indiana
$55K – – –
OSAM
335
O'Shaughnessy Asset Management
Connecticut
$53.5K +$53.5K +1,169 New
SFC
336
SYM Financial Corp
Indiana
$50.3K – – –
AIC
337
Archer Investment Corporation
Indiana
$50.1K – – –
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$49.7K -$3.08K -65 -6%
Qube Research & Technologies (QRT)
339
Qube Research & Technologies (QRT)
United Kingdom
$46.1K -$2.02M -44,216 -98%
GA
340
GFS Advisors
Texas
$46K +$46K +14,594 New
BlackRock
341
BlackRock
New York
$45.8K – – –
KFS
342
Kelly Financial Services
Massachusetts
$45.2K -$1.24K -27 -3%
PMFA
343
Plante Moran Financial Advisors
Michigan
$43.5K – – –
PA
344
Pineridge Advisors
Missouri
$41.9K +$41.9K +916 New
IRC
345
Investors Research Corp
Georgia
$38.5K +$38.5K +842 New
CIAS
346
Capital Investment Advisory Services
North Carolina
$37.4K +$46 +1 +0.1%
FGAM
347
Financial Gravity Asset Management
Texas
$36.4K -$160K -3,502 -81%
AA
348
Ancora Advisors
Ohio
$34.4K +$34.4K +752 New
VAMG
349
Voisard Asset Management Group
Michigan
$34.3K – – –
IHWM
350
Iron Horse Wealth Management
Iowa
$34.3K – – –
12 13
14
15 16