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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 %
GC
276
Grimes & Company
Massachusetts
$208K 4,944 +4,944 New
PSF
277
Pacific Sun Financial
California
$206K 4,900 +4,900 New
MP
278
McDonald Partners
Ohio
$206K 4,888 +4,888 New
WCM
279
WealthBridge Capital Management
Ohio
$205K 4,855 +4,855 New
FGAM
280
Financial Gravity Asset Management
Texas
$172K 4,297 +1,247 +41%
GPFA
281
Game Plan Financial Advisors
Ohio
$163K 3,865 +3,865 New
AF
282
Allworth Financial
California
$140K 3,320 – –
WTA
283
Washington Trust Advisors
Massachusetts
$139K 3,300 – –
SAM
284
S.A. Mason
Michigan
$131K 3,100 – –
GT
285
Glenmede Trust
Pennsylvania
$122K 2,900 – –
SWC
286
Spectrum Wealth Counsel
Indiana
$119K 2,835 +2,835 New
EWA
287
EverSource Wealth Advisors
Alabama
$114K 2,820 – –
CA
288
Continuum Advisory
Idaho
$100K 2,374 +2,374 New
HI
289
Harbour Investments
Wisconsin
$86.4K 2,052 – –
Jones Financial Companies
290
Jones Financial Companies
Missouri
$83K 1,970 +1,970 New
HBW
291
Hazlett, Burt & Watson
West Virginia
$81K 1,926 +1,550 +412%
MIFH
292
Migdal Insurance & Financial Holdings
Israel
$78K 1,855 -169,507 -99%
VF
293
VitalStone Financial
Texas
$75K 1,789 +319 +22%
CJ
294
Caitlin John
Michigan
$70.2K 1,667 +1,277 +327%
KFI
295
Key Financial Inc
Pennsylvania
$69.5K 1,650 -80 -5%
GJIA
296
Glass Jacobson Investment Advisors
Maryland
$60.4K 1,434 +1,434 New
S
297
SignatureFD
Georgia
$52.2K 1,238 – –
RFA
298
Register Financial Advisors
Georgia
$51.4K 1,220 – –
WCM
299
Winthrop Capital Management
Indiana
$51K 1,200 – –
CIBC Private Wealth Group
300
CIBC Private Wealth Group
Georgia
$47K 1,115 +1,115 New
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12
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