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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 %
AWM
151
AE Wealth Management
Kansas
$1.36M +$917K +20,042 +205%
HAS
152
HBW Advisory Services
California
$1.34M +$1.34M +29,373 New
YIH
153
Y-Intercept (HK)
Hong Kong
$1.34M +$932K +20,379 +231%
Creative Planning
154
Creative Planning
Kansas
$1.33M +$678K +14,820 +104%
CFG
155
Carr Financial Group
Massachusetts
$1.29M +$358K +7,834 +38%
PSCM
156
Per Stirling Capital Management
Texas
$1.29M -$1.09M -23,783 -46%
LIM
157
Leavell Investment Management
Alabama
$1.21M +$946K +20,665 +352%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$1.21M +$125K +2,739 +12%
NAM
159
NTV Asset Management
West Virginia
$1.21M +$1.21M +26,525 New
WP
160
WealthShield Partners
North Carolina
$1.19M -$275K -6,018 -19%
PA
161
PSI Advisors
Florida
$1.16M +$102K +2,231 +10%
SFA
162
Sequoia Financial Advisors
Ohio
$1.15M +$2.33K +51 +0.2%
HFA
163
Hershey Financial Advisers
Pennsylvania
$1.11M +$1.11M +24,326 New
William Blair & Company
164
William Blair & Company
Illinois
$1.1M +$83.3K +1,820 +8%
IWM
165
Iams Wealth Management
Nebraska
$1.05M -$122K -2,671 -10%
AAS
166
Avantax Advisory Services
Texas
$1.05M +$441K +9,648 +72%
HNB
167
Hilltop National Bank
Wyoming
$1.05M – – –
Millennium Management
168
Millennium Management
New York
$1.04M +$1.04M +22,693 New
NFSG
169
Newbridge Financial Services Group
Florida
$1.04M -$151K -3,309 -13%
BCI
170
Brinker Capital Investments
Pennsylvania
$1.02M +$248K +5,427 +32%
OPS
171
Orion Portfolio Solutions
Nebraska
$1.02M +$248K +5,427 +32%
GM
172
GeoWealth Management
Illinois
$1.02M -$3.63M -79,366 -78%
NL
173
NVWM LLC
Pennsylvania
$1.01M -$56.1K -1,227 -5%
IA
174
IFG Advisory
Georgia
$971K +$25.3K +552 +3%
KWM
175
Kingsview Wealth Management
Oregon
$968K -$137K -3,000 -12%
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7
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