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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.

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
1
Clearstead Advisors
Ohio
$67.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$243M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$33.2M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$30.4M
5
BC
5
Bricktown Capital
Michigan
$27.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.27M
2
BHB
2
Bank Hapoalim BM
Israel
$0
3
CCS
3
Concentric Capital Strategies
Connecticut
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$247M
5
WA
5
Waverly Advisors
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Apexium Financial
Texas
$24.9M +$713K +15,590 +3%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$22.6M +$10M +219,471 +80%
RJA
28
Raymond James & Associates
Florida
$22M +$1.55M +33,827 +8%
QFA
29
Quattro Financial Advisors
Texas
$21.9M +$686 +15 +0%
MML Investors Services
30
MML Investors Services
Massachusetts
$21.2M +$3.08M +67,387 +17%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$18.8M +$829K +18,000 +5%
DFG
32
Demars Financial Group
Washington
$18.8M +$575K +12,572 +3%
CWA
33
Core Wealth Advisors
Florida
$17.5M +$17.5M +382,170 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$16.4M +$3.85M +84,243 +31%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$16.4M +$4.94M +107,903 +43%
WGCA
36
Wolf Group Capital Advisors
Virginia
$15M +$13.4M +291,840 +819%
PIS
37
POM Investment Strategies
North Carolina
$14.5M +$49.3K +1,078 +0.3%
SWM
38
Segment Wealth Management
Texas
$14.2M +$2.38M +52,085 +20%
CWM
39
Cedar Wealth Management
California
$13.5M +$2.67M +58,352 +25%
SWP
40
Stratos Wealth Partners
Ohio
$12.8M +$1.14M +24,850 +10%
JF
41
JSF Financial
California
$11.9M +$11.9M +259,791 New
PP
42
Pegasus Partners
Wisconsin
$11.6M +$145K +3,165 +1%
GRP
43
Global Retirement Partners
California
$11.5M +$300K +6,559 +3%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$11.5M +$3.16M +69,107 +38%
OIA
45
OneDigital Investment Advisors
Kansas
$10.8M +$9.41M +205,648 +697%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$10.2M +$592K +12,938 +6%
CF
47
Centaurus Financial
California
$10M +$395K +8,640 +4%
FGA
48
Fortis Group Advisors
New Jersey
$9.51M -$1.07M -23,353 -10%
Goldman Sachs
49
Goldman Sachs
New York
$9.27M -$49.6M -1,084,774 -84%
CAP
50
Columbia Advisory Partners
Washington
$9.2M -$316K -6,906 -3%
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