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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

337 hedge funds and large institutions have $2.45B invested in Invesco S&P 500 Top 50 ETF in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 120 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
337
Holders Change
+59
Holders Change %
+21.22%
% of All Funds
4.89%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
79
Increased
120
Reduced
89
Closed
17
Calls
$29K
Puts
$80K
Net Calls
-$51K
Net Calls Change
-$44K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$286M
2
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.5M
3
Wells Fargo
3
Wells Fargo
California
$104M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$53.7M
5
QFA
5
Quattro Financial Advisors
Texas
$20.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$172M
2
AWM
2
AE Wealth Management
Kansas
$411K
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$239M
4
AC
4
Avestar Capital
New York
$8.83M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$78K
Name Market Value Shares Shares
Change 		Shares
Change %
DS
251
DRW Securities
Illinois
$259K 6,150 +6,150 New
ABC
252
Associated Banc-Corp
Wisconsin
$258K 6,132 +6,132 New
MSAM
253
Moloney Securities Asset Management
Missouri
$258K 6,120 – –
TIAA Trust, National Association
254
TIAA Trust, National Association
North Carolina
$253K 6,000 +6,000 New
BJL
255
Brighton Jones LLC
Washington
$252K 5,982 -487 -8%
LIM
256
Leavell Investment Management
Alabama
$247K 5,865 +200 +4%
AR
257
Apeiron RIA
Texas
$246K 5,850 – –
BWL
258
Bogart Wealth LLC
Virginia
$245K 5,824 +9 +0.2%
FHC
259
First Heartland Consultants
Missouri
$243K 5,765 +5,765 New
BFG
260
Bouchey Financial Group
New York
$241K 5,732 +5,732 New
UAG
261
United Advisor Group
Ohio
$240K 5,687 +5,687 New
SWM
262
Spire Wealth Management
Virginia
$239K 5,677 +11 +0.2%
BFEC
263
Benjamin F. Edwards & Company
Missouri
$233K 5,532 +155 +3%
KLI
264
Kelman-Lazarov Inc
Tennessee
$232K 5,500 – –
BBA
265
BLB&B Advisors
Pennsylvania
$227K 5,377 +5,377 New
Envestnet Portfolio Solutions
266
Envestnet Portfolio Solutions
Illinois
$225K 5,341 +5,341 New
NS
267
NBC Securities
Alabama
$225K 5,353 -1,250 -19%
AWM
268
Axxcess Wealth Management
California
$224K 5,315 +5,315 New
NPFS
269
Novak & Powell Financial Services
Florida
$224K 5,306 – –
AA
270
Advisory Alpha
Michigan
$216K 5,116 +5,116 New
GWM
271
Geneos Wealth Management
Colorado
$213K 5,052 +1,344 +36%
BAM
272
Belpointe Asset Management
Nevada
$212K 5,038 -507 -9%
DAS
273
Dynamic Advisor Solutions
Arizona
$212K 5,037 -393 -7%
SG
274
Somerset Group
Minnesota
$211K 5,000 +5,000 New
WA
275
Wealth Architects
California
$209K 4,960 +4,960 New
9 10
11
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