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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 %
Comerica Bank
176
Comerica Bank
Texas
$933K +$19K +415 +2%
Envestnet Portfolio Solutions
177
Envestnet Portfolio Solutions
Illinois
$928K +$683K +14,940 +280%
Jones Financial Companies
178
Jones Financial Companies
Missouri
$912K +$822K +17,970 +912%
HH
179
Hilltop Holdings
Texas
$912K +$27.8K +608 +3%
US Bancorp
180
US Bancorp
Minnesota
$892K +$53.3K +1,166 +6%
Citigroup
181
Citigroup
New York
$886K +$115K +2,524 +15%
RBFC
182
Roman Butler Fullerton & Co
Missouri
$881K +$881K +18,371 New
DFA
183
Davies Financial Advisors
California
$881K – – –
BW
184
Bison Wealth
Georgia
$870K – – –
HGERS
185
Householder Group Estate & Retirement Specialist
Arizona
$869K -$60.5K -1,324 -7%
SFG
186
Snider Financial Group
Washington
$842K +$842K +18,395 New
Brown Advisory
187
Brown Advisory
Maryland
$807K +$137 +3 +0%
HWM
188
Horizon Wealth Management
Illinois
$801K +$16.4K +358 +2%
FFS
189
Founders Financial Securities
Maryland
$800K +$800K +17,488 New
SHA
190
Seneca House Advisors
Virginia
$778K -$869 -19 -0.1%
AWA
191
Arete Wealth Advisors
Illinois
$774K +$145K +3,151 +23%
GDP
192
Great Diamond Partners
Maine
$743K -$12.4K -272 -2%
SPIA
193
Steward Partners Investment Advisory
New York
$735K +$124K +2,708 +20%
CA
194
Carson Advisory
Georgia
$732K -$46.6K -1,018 -6%
NSIM
195
North Star Investment Management
Illinois
$732K -$55.4K -1,211 -7%
MA
196
MONECO Advisors
Connecticut
$730K +$232K +5,061 +46%
TPW
197
Transatlantique Private Wealth
New York
$722K +$722K +15,777 New
KLCM
198
KG&L Capital Management
Louisiana
$718K +$165K +3,602 +30%
HCP
199
Holt Capital Partners
Texas
$716K +$20.6K +450 +3%
RRCM
200
Rappaport Reiches Capital Management
Illinois
$712K +$286K +6,252 +67%
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