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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 %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$9.42M -$1.19M -25,007 -11%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$9M -$53.8K -1,146 -0.6%
AC
53
Avestar Capital
New York
$8.99M -$353K -7,427 -4%
CAP
54
Columbia Advisory Partners
Washington
$8.84M -$721K -15,172 -8%
IWC
55
Integrated Wealth Concepts
Massachusetts
$8.67M +$413K +8,687 +5%
FAIM
56
Financial Advocates Investment Management
Washington
$8.47M -$887K -18,597 -9%
TFS
57
Thoroughbred Financial Services
Tennessee
$8.24M +$441K +9,270 +6%
WIA
58
World Investment Advisors
California
$8.23M +$3.14M +66,037 +62%
JIC
59
Johnson Investment Counsel
Ohio
$7.93M -$255K -5,363 -3%
PWP
60
Precedent Wealth Partners
Texas
$7.88M +$1.51M +31,691 +24%
DADC
61
D.A. Davidson & Co
Montana
$7.81M -$3.57K -75 -0%
KAS
62
KPP Advisory Services
Kentucky
$7.64M +$3.51M +73,760 +85%
CPRC
63
Consolidated Portfolio Review Corp
New York
$7.62M +$42.8K +901 +0.6%
CF
64
Cyr Financial
Illinois
$7.57M +$186K +3,903 +3%
ACA
65
Aspire Capital Advisors
Washington
$7.35M +$46.5K +979 +0.6%
SPIA
66
Steward Partners Investment Advisory
New York
$7.04M +$6.28M +132,094 +822%
SWA
67
Stratos Wealth Advisors
Ohio
$6.86M -$147K -3,096 -2%
FGA
68
Fortis Group Advisors
New Jersey
$6.69M -$3.19M -67,182 -32%
JWM
69
Jackson Wealth Management
Florida
$6.66M +$3.49M +73,529 +110%
FFA
70
Farther Finance Advisors
California
$6.34M -$1.33M -28,034 -17%
EH
71
Equitable Holdings
New York
$6.3M +$585K +12,306 +10%
MOS
72
MGO One Seven
Ohio
$6.17M +$5.78M +121,553 +1,464%
SPC
73
Sigma Planning Corp
Michigan
$6.17M -$1.24M -26,006 -17%
LWL
74
Leo Wealth LLC
Texas
$5.92M -$8.03K -169 -0.1%
CGA
75
Crescent Grove Advisors
Illinois
$5.82M -$73.9K -1,555 -1%
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