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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 %
PB
351
Pinnacle Bancorp
Nebraska
$31.6K +$91 +2 +0.3%
PCMC
352
Private Capital Management (Colorado)
Colorado
$27.5K +$27.5K +600 New
CFO
353
CVA Family Office
Colorado
$25.2K – – –
EW
354
Element Wealth
Mississippi
$21.4K +$20.4K +447 +2,129%
CJ
355
Caitlin John
Michigan
$17.8K -$58.4K -1,277 -77%
OP
356
ORG Partners
Indiana
$17.6K +$17.6K +381 New
CFS
357
CGC Financial Services
Oregon
$16K – – –
CAS
358
Coppell Advisory Solutions
Texas
$15.6K +$15.6K +340 New
T
359
Tidemark
California
$14.9K -$8.06K -176 -35%
TWC
360
TD Waterhouse Canada
Ontario, Canada
$13.9K +$1.85K +40 +15%
YDMI
361
Y.D. More Investments
Israel
$11.8K – – –
WWP
362
WR Wealth Planners
Missouri
$10.5K – – –
FCMT
363
Founders Capital Management (Texas)
Texas
$10.5K – – –
WBC
364
West Branch Capital
Massachusetts
$8.69K – – –
PCM
365
Penserra Capital Management
California
$8K -$512 -11 -6%
HT
366
Headlands Technologies
Illinois
$7.37K +$2.47K +54 +50%
SIS
367
Sound Income Strategies
Florida
$6.59K – – –
CAL
368
Capital Analysts LLC
Pennsylvania
$5K – – –
JWA
369
JFS Wealth Advisors
Pennsylvania
$4.99K +$4.99K +109 New
AssetMark Inc
370
AssetMark Inc
California
$4.76K +$4.48K +98 +1,633%
National Bank of Canada
371
National Bank of Canada
Quebec, Canada
$4.7K – – –
MLA
372
MB, Levis & Associates
Pennsylvania
$4.48K +$4.48K +98 New
WCM
373
Weaver Capital Management
Georgia
$4.35K – – –
WWM
374
Wagner Wealth Management
South Carolina
$3.03K +$3.03K +66 New
NP
375
NorthRock Partners
Minnesota
$2.82K +$2.82K +62 New
13 14
15
16 17