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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 %
EWA
201
EP Wealth Advisors
California
$712K +$173K +3,788 +32%
TC
202
Trilogy Capital
California
$677K -$131K -2,870 -16%
FIM
203
Freedom Investment Management
Connecticut
$658K -$133K -2,916 -17%
PRWA
204
Platte River Wealth Advisors
Colorado
$655K +$89.4K +1,955 +16%
WS
205
Wedbush Securities
California
$651K +$67K +1,464 +11%
MFG
206
Merit Financial Group
Georgia
$649K +$13K +284 +2%
CWC
207
Carolinas Wealth Consulting
North Carolina
$639K +$85.3K +1,864 +15%
BPA
208
Beacon Pointe Advisors
California
$637K +$349K +7,621 +121%
FFN
209
Focus Financial Network
Minnesota
$634K +$4.19K +90 +0.7%
CL
210
Choreo LLC
Illinois
$625K +$625K +13,553 New
Empower Advisory Group
211
Empower Advisory Group
Colorado
$610K -$4.3K -94 -0.7%
SAM
212
Summit Asset Management
Tennessee
$609K – – –
PA
213
PFG Advisors
Arizona
$605K +$72.1K +1,576 +14%
SW
214
SteelPeak Wealth
California
$562K +$6.77K +148 +1%
JIC
215
Joel Isaacson & Co
New York
$558K +$961 +21 +0.2%
IA
216
IFP Advisors
Florida
$547K -$51.3K -1,122 -9%
MCC
217
Money Concepts Capital
Florida
$547K -$7.69K -168 -1%
WAP
218
Wealthcare Advisory Partners
Pennsylvania
$542K +$199K +4,346 +58%
SWM
219
Selective Wealth Management
Virginia
$530K – – –
SCA
220
Snowden Capital Advisors
New York
$529K +$529K +11,554 New
SC
221
Savant Capital
Illinois
$528K +$61.4K +1,341 +13%
SIC
222
Samalin Investment Counsel
New York
$528K +$5.67K +124 +1%
KBFS
223
Kohmann Bosshard Financial Services
Ohio
$507K – – –
FWA
224
FOCUS Wealth Advisors
Texas
$500K – – –
WPC
225
Wedmont Private Capital
Pennsylvania
$494K +$494K +10,457 New
7 8
9
10 11