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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
Clearstead Advisors
Ohio
$67.5M
2
Morgan Stanley
Morgan Stanley
New York
$243M
3
RWA
Redhawk Wealth Advisors
Minnesota
$33.2M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$30.4M
5
BC
Bricktown Capital
Michigan
$27.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$9.27M
2
BHB
Bank Hapoalim BM
Israel
$0
3
CCS
Concentric Capital Strategies
Connecticut
$0
4
Fisher Asset Management
Fisher Asset Management
Washington
$247M
5
WA
Waverly Advisors
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
126
NFP Retirement Inc
California
$1.81M +$1.51K +33 +0.1%
FPGT
127
Financial Partners Group (Tennessee)
Tennessee
$1.8M +$64.3K +1,405 +4%
AAS
128
Ameritas Advisory Services
Nebraska
$1.8M +$908K +19,848 +102%
FTS
129
Fifth Third Securities
Ohio
$1.78M +$222K +4,849 +14%
Tudor Investment Corp
130
Tudor Investment Corp
Connecticut
$1.74M +$1.74M +38,026 New
WFA
131
WMG Financial Advisors
Tennessee
$1.74M +$40.9K +893 +2%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$1.74M +$212K +4,634 +14%
Citadel Advisors
133
Citadel Advisors
Florida
$1.67M -$5.13M -112,124 -75%
APW
134
Aurora Private Wealth
New Jersey
$1.65M -$116K -2,538 -7%
GT
135
Greenleaf Trust
Michigan
$1.61M – – –
AWM
136
Avior Wealth Management
Nebraska
$1.59M -$162K -3,542 -9%
RJT
137
Raymond James Trust
Florida
$1.57M -$9.47K -207 -0.6%
WAM
138
Walker Asset Management
Missouri
$1.54M -$62K -1,355 -4%
NFG
139
Nations Financial Group
Iowa
$1.52M +$385K +8,414 +34%
GCP
140
GSA Capital Partners
United Kingdom
$1.52M +$1.52M +33,200 New
FIS
141
Fischer Investment Strategies
California
$1.52M +$298K +6,508 +24%
MWP
142
Moller Wealth Partners
$1.51M +$1.51M +33,068 New
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$1.48M -$155K -3,378 -9%
D
144
Diversified
Delaware
$1.48M -$81.1K -1,773 -5%
SAF
145
Smith Anglin Financial
Texas
$1.47M -$14.8K -323 -1%
SIA
146
SeaBridge Investment Advisors
New Jersey
$1.45M +$1.45M +31,621 New
CCG
147
Capital CS Group
California
$1.44M +$1.44M +31,514 New
MA
148
Mutual Advisors
Nebraska
$1.44M -$345K -7,647 -19%
MTWM
149
Masso Torrence Wealth Management
New Jersey
$1.42M +$1.42M +31,048 New
Truist Financial
150
Truist Financial
North Carolina
$1.4M -$29.7K -650 -2%
4 5
6
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