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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 %
GFPC
301
Global Financial Private Client
Florida
$408K +$749 +15 +0.2%
CWG
302
Cornerstone Wealth Group
North Carolina
$406K – – –
IA
303
Insight Advisors
Pennsylvania
$402K +$36.1K +717 +10%
ECM
304
Evergreen Capital Management
Washington
$401K – – –
CA
305
Crewe Advisors
Utah
$396K – – –
TCWM
306
Total Clarity Wealth Management
Illinois
$393K +$393K +7,875 New
SMC
307
Smith, Moore & Co
Missouri
$391K +$48.7K +975 +14%
Corient Private Wealth
308
Corient Private Wealth
Florida
$384K +$384K +7,680 New
CA
309
Calton & Associates
Florida
$383K +$383K +7,670 New
EFG
310
Embree Financial Group
Illinois
$379K +$150 +3 +0%
BCM
311
Berbice Capital Management
New York
$379K +$379K +7,593 New
WA
312
WESPAC Advisors
California
$377K +$849 +17 +0.2%
Qube Research & Technologies (QRT)
313
Qube Research & Technologies (QRT)
United Kingdom
$375K +$285K +5,705 +318%
IA
314
IFP Advisors
Florida
$373K -$13K -261 -3%
FFA
315
Founders Financial Alliance
North Carolina
$364K +$344K +6,893 +1,767%
SSWM
316
Smith Salley Wealth Management
North Carolina
$361K +$649 +13 +0.2%
KWA
317
Kingswood Wealth Advisors
California
$359K +$359K +7,193 New
MP
318
McDonald Partners
Ohio
$359K -$8.09K -162 -2%
CA
319
Claro Advisors
Massachusetts
$352K -$23K -461 -6%
RFA
320
Rollins Financial Advisors
New York
$351K +$351K +7,030 New
RCA
321
Runnymede Capital Advisors
Ohio
$345K +$345K +6,899 New
DCM
322
DGS Capital Management
New Jersey
$341K -$109K -2,183 -24%
KNFPWM
323
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$337K – – –
GIA
324
Gladstone Institutional Advisory
Florida
$333K +$81.8K +1,638 +33%
MWM
325
MinichMacGregor Wealth Management
New York
$333K -$50 -1 -0%
11 12
13
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