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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.

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 %
PFA
76
Pinnacle Family Advisors
Missouri
$5.25M +$5.25M +110,413 New
SMA
77
Sage Mountain Advisors
Georgia
$5.06M +$25.5K +536 +0.5%
SA
78
Sanctuary Advisors
Indiana
$5.05M -$2.72M -55,401 -35%
TC
79
TAP Consulting
Missouri
$4.96M +$11.1K +234 +0.2%
PS
80
Principal Securities
Iowa
$4.69M +$1.32M +27,784 +39%
NA
81
NewEdge Advisors
Louisiana
$4.69M -$78.8K -1,658 -2%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$4.58M +$4.58M +96,423 New
AI
83
Atria Investments
North Carolina
$4.53M -$4.09M -86,049 -47%
CWMGP
84
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.53M +$671K +14,111 +17%
BCM
85
Brookstone Capital Management
Illinois
$4.36M +$614K +12,908 +16%
PFG
86
PAX Financial Group
Texas
$4.33M +$4.33M +91,193 New
SAM
87
SignalPoint Asset Management
Missouri
$4.31M +$32.6K +689 +0.8%
GVAG
88
Great Valley Advisor Group
Delaware
$4.18M +$161K +3,381 +4%
Jones Financial Companies
89
Jones Financial Companies
Missouri
$4.17M +$3.23M +68,265 +342%
TCA
90
Transcend Capital Advisors
New Jersey
$3.92M -$70.2K -1,477 -2%
IA
91
IFG Advisory
Georgia
$3.9M +$2.89M +60,810 +287%
CFC
92
Client First Capital
California
$3.88M +$838K +17,631 +28%
TC
93
Truvestments Capital
Florida
$3.81M +$3.81M +80,226 New
Mariner
94
Mariner
Kansas
$3.77M -$1.41M -29,670 -27%
RAG
95
RIA Advisory Group
Iowa
$3.7M +$3.7M +77,880 New
SC
96
Sapient Capital
Indiana
$3.57M -$204K -4,297 -5%
AWS
97
Atria Wealth Solutions
New York
$3.43M +$474K +9,972 +16%
IFWM
98
Institute for Wealth Management
Colorado
$3.42M +$760K +15,991 +29%
KAS
99
Kestra Advisory Services
Texas
$3.39M +$1.04M +21,860 +44%
LJCM
100
Lee Johnson Capital Management
Texas
$3.36M +$3.36M +70,627 New
2 3
4
5 6