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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 %
TCG
401
Transcendent Capital Group
Oklahoma
$4.59K +$2.05K +43 +81%
WCM
402
Weaver Capital Management
Georgia
$4.52K – – –
OSAM
403
O'Shaughnessy Asset Management
Connecticut
$4.45K -$52.1K -1,077 -92%
JWA
404
JFS Wealth Advisors
Pennsylvania
$3.28K -$1.9K -40 -37%
WWM
405
Wagner Wealth Management
South Carolina
$3.15K – – –
NP
406
NorthRock Partners
Minnesota
$2.94K – – –
DFA
407
DHJJ Financial Advisors
Illinois
$2.73K – – –
VWM
408
Venturi Wealth Management
Texas
$2.23K +$903 +19 +68%
CFO
409
CVA Family Office
Colorado
$2.14K -$24K -505 -92%
AAG
410
Armstrong Advisory Group
Massachusetts
$1.19K +$1.19K +25 New
EW
411
Element Wealth
Mississippi
$989 -$21.1K -447 -96%
CPA
412
Clear Point Advisors
New York
$480 – – –
Renaissance Technologies
413
Renaissance Technologies
New York
– -$6.46M -141,200 Closed
TF
414
Trek Financial
Arizona
– -$3.52M -76,987 Closed
SFC
415
Strategic Financial Concepts
Texas
– -$965 -43,010 Closed
OAS
416
Optivise Advisory Services
Tennessee
– -$1.84M -40,274 Closed
GCP
417
GSA Capital Partners
United Kingdom
– -$1.52M -33,200 Closed
MTWM
418
Masso Torrence Wealth Management
New Jersey
– -$1.42M -31,048 Closed
WP
419
WealthShield Partners
North Carolina
– -$1.19M -26,102 Closed
Millennium Management
420
Millennium Management
New York
– -$1.04M -22,693 Closed
BW
421
Bison Wealth
Georgia
– -$870K -20,644 Closed
RBFC
422
Roman Butler Fullerton & Co
Missouri
– -$881K -18,371 Closed
FFS
423
Founders Financial Securities
Maryland
– -$800K -17,488 Closed
TPW
424
Transatlantique Private Wealth
New York
– -$722K -15,777 Closed
GA
425
GFS Advisors
Texas
– -$46K -14,594 Closed
14 15 16
17
18