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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

468 hedge funds and large institutions have $4.59B invested in Invesco S&P 500 Top 50 ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 214 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+57
Holders Change %
+13.87%
% of All Funds
6.23%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
88
Increased
214
Reduced
101
Closed
22
Calls
$2.65M
Puts
$570K
Net Calls
+$2.08M
Net Calls Change
+$1.58M

Top Buyers

1
DFG
Demars Financial Group
Washington
$569M
2
LPL Financial
LPL Financial
California
$488M
3
Morgan Stanley
Morgan Stanley
New York
$348M
4
Invesco
Invesco
Georgia
$53.7M
5
IAA
Independent Advisor Alliance
North Carolina
$38.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$201M
2
Fisher Asset Management
Fisher Asset Management
Washington
$248M
3
CAP
Columbia Advisory Partners
Washington
$2.13M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$62.4M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
226
Snider Financial Group
Washington
$906K -$2.45K -49 -0.3%
PG
227
Prostatis Group
Maryland
$905K +$905K +18,123 New
UAG
228
United Advisor Group
Ohio
$878K +$441K +8,827 +101%
HWM
229
Horizon Wealth Management
Illinois
$875K +$600 +12 +0.1%
SHA
230
Seneca House Advisors
Virginia
$851K +$899 +18 +0.1%
Citigroup
231
Citigroup
New York
$849K -$78.8K -1,578 -8%
BPA
232
Beacon Pointe Advisors
California
$840K +$119K +2,377 +16%
GDP
233
Great Diamond Partners
Maine
$840K +$35.9K +719 +4%
SP
234
Sequent Planning
Nebraska
$824K +$2.2K +44 +0.3%
RL
235
Retireful LLC
Michigan
$813K -$1.65M -33,125 -67%
BEI
236
Benjamin Edwards Inc
Missouri
$795K -$21.5K -430 -3%
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$789K +$264K +5,276 +50%
CW
238
CreativeOne Wealth
Kansas
$788K +$70.7K +1,416 +10%
NWM
239
Napa Wealth Management
California
$769K +$769K +15,398 New
CWP
240
Cyndeo Wealth Partners
Florida
$768K -$140K -2,795 -15%
QCM
241
Quantinno Capital Management
New York
$753K – – –
GAM
242
Gotham Asset Management
New York
$752K +$752K +15,056 New
IWM
243
IHT Wealth Management
Illinois
$745K -$2.35K -47 -0.3%
KWM
244
Kingsview Wealth Management
Oregon
$730K +$39.9K +798 +6%
OCG
245
Opus Capital Group
Ohio
$726K – – –
MW
246
Maia Wealth
Colorado
$720K +$720K +14,302 New
PTC
247
Private Trust Company
Ohio
$717K +$151K +3,022 +27%
FFN
248
Focus Financial Network
Minnesota
$714K -$17.9K -359 -2%
BWA
249
BlueChip Wealth Advisors
Georgia
$699K +$699K +13,993 New
CWC
250
Carolinas Wealth Consulting
North Carolina
$698K +$150 +3 +0%
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