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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 %
IAS
276
Insigneo Advisory Services
Florida
$488K -$112K -2,245 -19%
IAN
277
Integrated Advisors Network
Texas
$472K +$184K +3,684 +64%
BWP
278
Balboa Wealth Partners
Arizona
$472K – – –
SF
279
Synovus Financial
Georgia
$468K +$468K +9,375 New
GFA
280
Gallagher Fiduciary Advisors
Illinois
$463K -$7.79K -156 -2%
AFP
281
Ausdal Financial Partners
Iowa
$461K +$66.9K +1,340 +17%
CB
282
Centennial Bank
Arkansas
$455K +$99.9K +2,000 +28%
EM
283
ELCO Management
New York
$452K – – –
BRWA
284
B. Riley Wealth Advisors
Florida
$450K +$11.9K +239 +3%
CPC
285
Consolidated Planning Corp
Georgia
$448K +$140K +2,809 +46%
MSAM
286
Moloney Securities Asset Management
Missouri
$448K +$142K +2,851 +47%
MFS
287
Madrona Financial Services
Washington
$447K -$60.9K -1,219 -12%
WPC
288
Wedmont Private Capital
Pennsylvania
$446K +$20.8K +420 +5%
LSA
289
Lansing Street Advisors
Pennsylvania
$440K -$7.54K -151 -2%
FWA
290
Flagship Wealth Advisors
Massachusetts
$435K +$435K +8,700 New
MPWT
291
MassMutual Private Wealth & Trust
Connecticut
$434K – – –
Cerity Partners
292
Cerity Partners
New York
$430K -$7.34K -147 -2%
PFP
293
Pinnacle Financial Partners
Tennessee
$423K – – –
MIFH
294
Migdal Insurance & Financial Holdings
Israel
$422K +$61.2K +1,226 +17%
DC
295
Darrow Company
Massachusetts
$421K – – –
GF
296
Gries Financial
Ohio
$421K +$115K +2,293 +37%
MA
297
Mezzasalma Advisors
New Jersey
$420K +$420K +8,411 New
BRWM
298
Blue Rock Wealth Management
North Carolina
$420K +$420K +8,400 New
BAAM
299
Baker Avenue Asset Management
California
$419K +$14.7K +295 +4%
GPFA
300
Game Plan Financial Advisors
Ohio
$415K +$5K +100 +1%
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