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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 %
KLCM
201
KG&L Capital Management
Louisiana
$859K +$114K +2,389 +15%
RRCM
202
Rappaport Reiches Capital Management
Illinois
$832K +$92.1K +1,938 +12%
HWM
203
Horizon Wealth Management
Illinois
$832K -$713 -15 -0.1%
WS
204
Wedbush Securities
California
$816K +$139K +2,930 +21%
SHA
205
Seneca House Advisors
Virginia
$809K +$523 +11 +0.1%
CA
206
Carson Advisory
Georgia
$805K +$43.9K +923 +6%
IWM
207
Iams Wealth Management
Nebraska
$792K -$304K -6,388 -28%
SP
208
Sequent Planning
Nebraska
$782K +$782K +16,457 New
BEI
209
Benjamin Edwards Inc
Missouri
$777K +$777K +16,339 New
GDP
210
Great Diamond Partners
Maine
$765K -$7.27K -153 -0.9%
PRWA
211
Platte River Wealth Advisors
Colorado
$746K +$66K +1,388 +10%
EWA
212
EP Wealth Advisors
California
$740K +$333 +7 +0%
NSIM
213
North Star Investment Management
Illinois
$722K -$37.9K -797 -5%
QCM
214
Quantinno Capital Management
New York
$716K +$716K +15,070 New
IWM
215
IHT Wealth Management
Illinois
$711K +$711K +14,956 New
TC
216
Trilogy Capital
California
$710K +$6.04K +127 +0.9%
LGW
217
Leslie Global Wealth
Illinois
$699K +$187K +3,936 +37%
FFN
218
Focus Financial Network
Minnesota
$696K +$47.5K +999 +7%
MFG
219
Merit Financial Group
Georgia
$693K +$17.9K +377 +3%
OCG
220
Opus Capital Group
Ohio
$691K +$691K +14,540 New
BPA
221
Beacon Pointe Advisors
California
$686K +$23.8K +500 +4%
CW
222
CreativeOne Wealth
Kansas
$682K +$451K +9,492 +195%
CWC
223
Carolinas Wealth Consulting
North Carolina
$664K +$190 +4 +0%
RAS
224
RPS Advisory Solutions
Kentucky
$658K +$658K +13,836 New
KWM
225
Kingsview Wealth Management
Oregon
$656K -$350K -7,360 -35%
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