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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
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 %
AC
51
Avestar Capital
New York
$8.99M -$601K -13,126 -6%
FAIM
52
Financial Advocates Investment Management
Washington
$8.97M +$2.25M +49,185 +33%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$8.83M -$734K -16,048 -8%
USCWA
54
U.S. Capital Wealth Advisors
Texas
$8.62M +$227K +4,959 +3%
AAS
55
Asset Allocation Strategies
Michigan
$8.55M -$254K -5,555 -3%
AI
56
Atria Investments
North Carolina
$8.3M -$382K -8,343 -4%
IWC
57
Integrated Wealth Concepts
Massachusetts
$7.95M -$558K -12,191 -7%
JIC
58
Johnson Investment Counsel
Ohio
$7.87M +$17.2K +376 +0.2%
DADC
59
D.A. Davidson & Co
Montana
$7.52M +$72.8K +1,591 +1%
TFS
60
Thoroughbred Financial Services
Tennessee
$7.51M +$1.48M +32,403 +25%
FFA
61
Farther Finance Advisors
California
$7.45M -$275K -5,952 -4%
CPRC
62
Consolidated Portfolio Review Corp
New York
$7.29M +$256K +5,585 +4%
SPC
63
Sigma Planning Corp
Michigan
$7.13M +$654K +14,287 +10%
CF
64
Cyr Financial
Illinois
$7.1M +$7.1M +155,275 New
ACA
65
Aspire Capital Advisors
Washington
$7.03M +$2.77M +60,538 +65%
SWA
66
Stratos Wealth Advisors
Ohio
$6.74M +$312K +6,814 +5%
SA
67
Sanctuary Advisors
Indiana
$6.52M +$6.52M +158,249 New
Renaissance Technologies
68
Renaissance Technologies
New York
$6.46M +$2.91M +63,500 +82%
GIA
69
Gladstone Institutional Advisory
Florida
$6.45M +$6.45M +140,943 New
PWP
70
Precedent Wealth Partners
Texas
$6.13M +$668K +14,611 +12%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$5.87M +$5.87M +128,276 New
LWL
72
Leo Wealth LLC
Texas
$5.71M +$84.4K +1,843 +1%
CGA
73
Crescent Grove Advisors
Illinois
$5.67M – – –
EH
74
Equitable Holdings
New York
$5.5M +$209K +4,578 +4%
Two Sigma Investments
75
Two Sigma Investments
New York
$5M -$3.29M -71,900 -40%
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3
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