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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

278 hedge funds and large institutions have $2.09B invested in Invesco S&P 500 Top 50 ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 97 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+45
Holders Change %
+19.31%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
69
Increased
97
Reduced
75
Closed
21
Calls
$8K
Puts
$15K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$185M
2
LPL Financial
LPL Financial
California
+$36.1M
3
Goldman Sachs
Goldman Sachs
New York
+$34.6M
4
Ameriprise
Ameriprise
Minnesota
+$30.8M
5
Bank of America
Bank of America
North Carolina
+$22.8M

Top Sellers

1
WGCA
Wolf Group Capital Advisors
Virginia
-$109M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$7M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.71M
4
MFG
Merit Financial Group
Georgia
-$3.42M
5
AC
Avestar Capital
New York
-$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCG
276
Transcendent Capital Group
Oklahoma
$1.48K +$1.48K +39 New
EW
277
Element Wealth
Mississippi
$780 – – –
CPA
278
Clear Point Advisors
New York
$379 +$379 +10 New
Marshall Wace
279
Marshall Wace
United Kingdom
– -$1.81M -53,291 Closed
FTUS
280
Flow Traders U.S.
New York
– -$1.49M -43,887 Closed
FEM
281
Fulcrum Equity Management
Texas
– -$1.43M -42,047 Closed
Brown Advisory
282
Brown Advisory
Maryland
– -$722K -21,264 Closed
LCGC
283
Legacy Capital Group California
California
– -$533K -15,690 Closed
Koshinski Asset Management
284
Koshinski Asset Management
Illinois
– -$486K -14,311 Closed
GM
285
GeoWealth Management
Illinois
– -$272K -8,021 Closed
Lido Advisors
286
Lido Advisors
California
– -$271K -7,984 Closed
HSA
287
HBK Sorce Advisory
Pennsylvania
– -$271K -7,970 Closed
TI
288
Tidal Investments
Wisconsin
– -$218K -6,422 Closed
KAS
289
KPP Advisory Services
Kentucky
– -$217K -6,390 Closed
BAAM
290
Baker Avenue Asset Management
California
– -$111K -3,280 Closed
National Bank of Canada
291
National Bank of Canada
Quebec, Canada
– -$71.8K -2,100 Closed
MA
292
MCF Advisors
Kentucky
– -$68.9K -2,030 Closed
CIA
293
Cape Investment Advisory
Georgia
– -$66.2K -1,950 Closed
HL
294
HeadInvest LLC
Maine
– -$35.6K -1,040 Closed
CIA
295
Choate Investment Advisors
Massachusetts
– -$12.2K -360 Closed
KA
296
Kozak & Associates
Colorado
– -$10K -290 Closed
VWM
297
Venturi Wealth Management
Texas
– -$6.45K -190 Closed
RIA
298
Realta Investment Advisors
Delaware
– -$15.7K -45 Closed
RCM
299
Raleigh Capital Management
North Carolina
– -$1.02K -30 Closed
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