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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.

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
1
Clearstead Advisors
Ohio
$67.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$243M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$33.2M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$30.4M
5
BC
5
Bricktown Capital
Michigan
$27.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.27M
2
BHB
2
Bank Hapoalim BM
Israel
$0
3
CCS
3
Concentric Capital Strategies
Connecticut
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$247M
5
WA
5
Waverly Advisors
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$331M 7,237,697 +448,925 +7%
Fisher Asset Management
2
Fisher Asset Management
Washington
$247M 5,394,473 -281,816 -5%
Morgan Stanley
3
Morgan Stanley
New York
$243M 5,300,564 +1,207,385 +29%
Bank of America
4
Bank of America
North Carolina
$178M 3,890,606 +315,927 +9%
Ameriprise
5
Ameriprise
Minnesota
$132M 2,875,375 +39,033 +1%
Wells Fargo
6
Wells Fargo
California
$121M 2,646,994 +188,411 +8%
UBS Group
7
UBS Group
Switzerland
$110M 2,400,548 +398,536 +20%
JFGIW
8
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69.6M 1,521,288 +488,035 +47%
CA
9
Clearstead Advisors
Ohio
$67.5M 1,474,628 +1,474,628 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$60.2M 1,315,486 +40,564 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$59.7M 1,305,381 +223,301 +21%
Stifel Financial
12
Stifel Financial
Missouri
$46.2M 1,010,477 -56,356 -5%
OCM
13
One Capital Management
California
$44.9M 982,429 -1,660 -0.2%
GWSG
14
GPS Wealth Strategies Group
Colorado
$42.5M 927,894 +60,665 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$40M 875,278 +151,025 +21%
Osaic Holdings
16
Osaic Holdings
Arizona
$38.2M 834,230 +130,601 +19%
PWP
17
Principle Wealth Partners
Connecticut
$37.6M 821,528 +117,959 +17%
RWA
18
Redhawk Wealth Advisors
Minnesota
$33.2M 726,611 +726,611 New
HighTower Advisors
19
HighTower Advisors
Illinois
$33.2M 724,442 +41,895 +6%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$32M 699,151 +10,720 +2%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$30.4M 664,259 +595,661 +868%
PAG
22
Private Advisor Group
New Jersey
$28.2M 616,477 +362,048 +142%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$27.5M 601,146 +587,337 +4,253%
BC
24
Bricktown Capital
Michigan
$27.2M 593,922 +593,922 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$25M 546,898 +266,719 +95%
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