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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 %
Mariner
76
Mariner
Kansas
$4.99M -$48.5K -1,061 -1%
WIA
77
World Investment Advisors
California
$4.9M +$473K +10,329 +11%
SMA
78
Sage Mountain Advisors
Georgia
$4.84M – – –
TC
79
TAP Consulting
Missouri
$4.76M +$1.67M +36,421 +54%
NA
80
NewEdge Advisors
Louisiana
$4.59M +$169K +3,700 +4%
SAM
81
SignalPoint Asset Management
Missouri
$4.14M -$183K -3,990 -4%
KAS
82
KPP Advisory Services
Kentucky
$3.98M +$3.98M +87,019 New
GVAG
83
Great Valley Advisor Group
Delaware
$3.87M +$310K +6,777 +9%
TCA
84
Transcend Capital Advisors
New Jersey
$3.84M -$311K -6,792 -7%
CWMGP
85
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.71M +$803K +17,551 +28%
BCM
86
Brookstone Capital Management
Illinois
$3.66M -$434K -9,336 -11%
SC
87
Sapient Capital
Indiana
$3.63M +$641 +14 +0%
TF
88
Trek Financial
Arizona
$3.52M -$2.84M -62,053 -45%
Marshall Wace
89
Marshall Wace
United Kingdom
$3.44M -$935K -20,428 -21%
P
90
&Partners
Tennessee
$3.39M +$869K +18,995 +34%
HKIMG
91
Hutchens & Kramer Investment Management Group
Indiana
$3.3M -$34.2K -742 -1%
GS
92
GTS Securities
New York
$3.27M +$3.27M +71,529 New
PS
93
Principal Securities
Iowa
$3.25M +$202K +4,413 +7%
OC
94
Oppenheimer & Co
New York
$3.14M +$993K +21,701 +46%
ML
95
McAdam LLC
Pennsylvania
$3.06M -$97.7K -2,135 -3%
JWM
96
Jackson Wealth Management
Florida
$3.05M -$3.09M -67,643 -50%
RL
97
Retireful LLC
Michigan
$2.99M +$2.99M +65,288 New
KIA
98
KCM Investment Advisors
California
$2.94M +$8.24K +180 +0.3%
CFC
99
Client First Capital
California
$2.93M +$2.93M +63,974 New
SAM
100
Synergy Asset Management
Washington
$2.88M +$2.16M +47,294 +301%
2 3
4
5 6