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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
1
Bank of America
North Carolina
$232M
2
Lido Advisors
2
Lido Advisors
California
$38M
3
LPL Financial
3
LPL Financial
California
$379M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$34.2M
5
Wells Fargo
5
Wells Fargo
California
$147M

Top Sellers

1
WGCA
1
Wolf Group Capital Advisors
Virginia
$12.5M
2
CA
2
Clearstead Advisors
Ohio
$47.3M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$18.6M
4
BC
4
Bricktown Capital
Michigan
$13.5M
5
Ameriprise
5
Ameriprise
Minnesota
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$28.6M +$6.52M +137,194 +30%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$26.3M +$2.8M +58,860 +12%
AF
28
Apexium Financial
Texas
$25.9M +$45.3K +953 +0.2%
QFA
29
Quattro Financial Advisors
Texas
$22.8M -$360K -7,427 -2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$22.6M +$5.54M +116,634 +32%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$22.5M -$3.51M -73,951 -14%
DFG
32
Demars Financial Group
Washington
$22.4M +$2.87M +60,412 +15%
Goldman Sachs
33
Goldman Sachs
New York
$21.5M +$11.8M +249,158 +123%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$19.4M +$2.4M +50,509 +14%
RWA
35
Redhawk Wealth Advisors
Minnesota
$18.6M -$15.9M -334,896 -46%
CWA
36
Core Wealth Advisors
Florida
$18.2M +$69.2K +1,456 +0.4%
CWM
37
Cedar Wealth Management
California
$17.4M +$3.38M +71,115 +24%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$15.7M -$3.59M -76,000 -19%
SWM
39
Segment Wealth Management
Texas
$14.1M -$627K -13,185 -4%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$13.7M +$1.74M +36,688 +15%
SWP
41
Stratos Wealth Partners
Ohio
$13.6M +$326K +6,857 +2%
PP
42
Pegasus Partners
Wisconsin
$13.5M +$1.49M +31,318 +12%
BC
43
Bricktown Capital
Michigan
$13.5M -$14.7M -310,156 -52%
OIA
44
OneDigital Investment Advisors
Kansas
$13.5M +$2.28M +48,047 +20%
JF
45
JSF Financial
California
$13.1M +$722K +15,197 +6%
WGCA
46
Wolf Group Capital Advisors
Virginia
$12.5M -$102M -291,840 -89%
GRP
47
Global Retirement Partners
California
$12.1M +$130K +2,739 +1%
PIS
48
POM Investment Strategies
North Carolina
$11.5M -$3.61M -76,005 -24%
AAS
49
Asset Allocation Strategies
Michigan
$11M +$2.16M +45,463 +24%
CF
50
Centaurus Financial
California
$10.7M +$271K +5,701 +3%
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