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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 %
DFA
376
DHJJ Financial Advisors
Illinois
$2.62K – – –
TCG
377
Transcendent Capital Group
Oklahoma
$2.44K +$645 +14 +36%
FFA
378
Founders Financial Alliance
North Carolina
$2.29K +$2.29K +50 New
VWM
379
Venturi Wealth Management
Texas
$1.28K -$366 -8 -22%
SFC
380
Strategic Financial Concepts
Texas
$965 +$965 +43,010 New
CPA
381
Clear Point Advisors
New York
$462 – – –
FHC
382
First Heartland Consultants
Missouri
$431 +$167 +3,660 +63%
BHB
383
Bank Hapoalim BM
Israel
– -$19.7M -468,000 Closed
CCS
384
Concentric Capital Strategies
Connecticut
– -$16.3M -386,475 Closed
WA
385
Waverly Advisors
Alabama
– -$8.48M -201,236 Closed
PFA
386
Pinnacle Family Advisors
Missouri
– -$6.75M -160,172 Closed
PI
387
PFG Investments
New York
– -$6.62M -157,060 Closed
WA
388
Win Advisors
Florida
– -$4.2M -99,643 Closed
LNC
389
Lincoln National Corp
Pennsylvania
– -$2.78M -66,072 Closed
HSBC Holdings
390
HSBC Holdings
United Kingdom
– -$1.47M -35,000 Closed
Balyasny Asset Management
391
Balyasny Asset Management
Illinois
– -$1.15M -27,228 Closed
HF
392
HRT Financial
New York
– -$1.05M -24,850 Closed
KFGK
393
Keystone Financial Group (Kentucky)
Kentucky
– -$881K -20,901 Closed
GF
394
Gries Financial
Ohio
– -$571K -13,548 Closed
GAA
395
Global Assets Advisory
Florida
– -$270K -11,383 Closed
AIP
396
Almanack Investment Partners
Pennsylvania
– -$473K -11,236 Closed
IAS
397
Insigneo Advisory Services
Florida
– -$464K -11,010 Closed
ES
398
Eagle Strategies
New York
– -$426K -10,123 Closed
PCMU
399
Paragon Capital Management (Utah)
Utah
– -$323K -7,666 Closed
Lido Advisors
400
Lido Advisors
California
– -$302K -7,162 Closed
13 14 15
16
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