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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
+$559M
2
LPL Financial
LPL Financial
California
+$89.7M
3
Morgan Stanley
Morgan Stanley
New York
+$64.3M
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
-$42.3M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$12.2M
3
CAP
Columbia Advisory Partners
Washington
-$7.16M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.39M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
251
Advisory Services Network
Georgia
$695K +$306K +6,129 +79%
NSIM
252
North Star Investment Management
Illinois
$687K -$72.3K -1,448 -10%
TC
253
Trilogy Capital
California
$680K -$65.5K -1,312 -9%
Empower Advisory Group
254
Empower Advisory Group
Colorado
$666K -$6K -120 -0.9%
SAM
255
Summit Asset Management
Tennessee
$655K -$9.99K -200 -2%
AC
256
Avant Capital
Louisiana
$649K +$649K +12,995 New
YIH
257
Y-Intercept (HK)
Hong Kong
$647K +$6.65K +133 +1%
AWM
258
AE Wealth Management
Kansas
$633K +$155K +3,097 +32%
JIC
259
Joel Isaacson & Co
New York
$629K +$18.4K +368 +3%
SW
260
SteelPeak Wealth
California
$625K – – –
FIM
261
Freedom Investment Management
Connecticut
$588K -$85.5K -1,711 -13%
LGW
262
Leslie Global Wealth
Illinois
$587K -$148K -2,955 -20%
FHC
263
First Heartland Consultants
Missouri
$571K +$81.4K +1,629 +17%
MCC
264
Money Concepts Capital
Florida
$562K -$97.4K -1,949 -15%
KBFS
265
Kohmann Bosshard Financial Services
Ohio
$554K – – –
OFG
266
OmniStar Financial Group
North Carolina
$552K +$27.8K +556 +5%
MSFS
267
Main Street Financial Solutions
Pennsylvania
$552K +$187K +3,746 +51%
SWM
268
Selective Wealth Management
Virginia
$550K – – –
FWA
269
FOCUS Wealth Advisors
Texas
$546K – – –
SC
270
Savant Capital
Illinois
$545K -$25K -500 -4%
FFA
271
Florida Financial Advisors
Florida
$541K +$228K +4,558 +73%
F4L
272
Fortune 45 LLC
Louisiana
$530K +$9.59K +192 +2%
GSIS
273
Global Strategic Investment Solutions
Arizona
$506K +$899 +18 +0.2%
PNC Financial Services Group
274
PNC Financial Services Group
Pennsylvania
$497K – – –
KCFA
275
Key Client Fiduciary Advisors
New Jersey
$492K +$31.8K +636 +7%
9 10
11
12 13