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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
Bank of America
North Carolina
$232M
2
Lido Advisors
Lido Advisors
California
$38M
3
LPL Financial
LPL Financial
California
$379M
4
Two Sigma Investments
Two Sigma Investments
New York
$34.2M
5
Wells Fargo
Wells Fargo
California
$147M

Top Sellers

1
WGCA
Wolf Group Capital Advisors
Virginia
$12.5M
2
CA
Clearstead Advisors
Ohio
$47.3M
3
RWA
Redhawk Wealth Advisors
Minnesota
$18.6M
4
BC
Bricktown Capital
Michigan
$13.5M
5
Ameriprise
Ameriprise
Minnesota
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
151
Financial Services Advisory
Maryland
$1.59M -$812K -17,084 -34%
WAM
152
Walker Asset Management
Missouri
$1.59M -$12.3K -259 -0.8%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$1.56M +$20.7K +436 +1%
FIS
154
Fischer Investment Strategies
California
$1.55M -$24.1K -506 -2%
AWM
155
Avior Wealth Management
Nebraska
$1.53M -$125K -2,636 -8%
MA
156
Mutual Advisors
Nebraska
$1.52M -$18K -373 -1%
EFG
157
Elios Financial Group
Ohio
$1.51M +$1.51M +31,756 New
CA
158
Cannon Advisors
North Carolina
$1.48M +$1.48M +31,314 New
MCA
159
Magnolia Capital Advisors
Mississippi
$1.48M +$1.48M +31,100 New
D
160
Diversified
Delaware
$1.46M -$72.4K -1,524 -5%
DE
161
Diversified Enterprises
Delaware
$1.46M +$1.46M +30,792 New
MWP
162
Moller Wealth Partners
$1.43M -$142K -2,983 -9%
NAM
163
NTV Asset Management
West Virginia
$1.41M +$153K +3,227 +12%
Truist Financial
164
Truist Financial
North Carolina
$1.39M -$67.9K -1,428 -5%
Creative Planning
165
Creative Planning
Kansas
$1.34M -$38.3K -805 -3%
PSCM
166
Per Stirling Capital Management
Texas
$1.34M +$428 +9 +0%
CCG
167
Capital CS Group
California
$1.3M -$201K -4,238 -13%
GS
168
GTS Securities
New York
$1.29M -$2.11M -44,311 -62%
FI
169
FWG Investments
Kentucky
$1.28M +$1.28M +26,916 New
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$1.26M +$951 +20 +0.1%
SFA
171
Sequoia Financial Advisors
Ohio
$1.23M +$35.4K +745 +3%
CAS
172
Coppell Advisory Solutions
Texas
$1.22M +$1.21M +25,527 +7,508%
NFSG
173
Newbridge Financial Services Group
Florida
$1.2M +$120K +2,518 +11%
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$1.19M +$226K +4,765 +23%
PA
175
PSI Advisors
Florida
$1.18M -$24.8K -521 -2%
5 6
7
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