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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.

New
Increased
Maintained
Reduced
Closed
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
LPL Financial
California
$286M
2
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.5M
3
Wells Fargo
Wells Fargo
California
$104M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$53.7M
5
QFA
Quattro Financial Advisors
Texas
$20.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$172M
2
AWM
AE Wealth Management
Kansas
$411K
3
Fisher Asset Management
Fisher Asset Management
Washington
$239M
4
AC
Avestar Capital
New York
$8.83M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
$78K
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
326
Headlands Technologies
Illinois
$4.51K +$4.51K +107 New
National Bank of Canada
327
National Bank of Canada
Quebec, Canada
$4.31K +$4.31K +102 New
WCM
328
Weaver Capital Management
Georgia
$4K +$4K +95 New
Simplex Trading
329
Simplex Trading
Illinois
$4K -$6.64K -181 -62%
CAL
330
Capital Analysts LLC
Pennsylvania
$4K +$40 +1 +1%
BHWM
331
Beaird Harris Wealth Management
Texas
$3.79K +$3.79K +90 New
DFA
332
DHJJ Financial Advisors
Illinois
$2.41K – – –
TCG
333
Transcendent Capital Group
Oklahoma
$1.66K – – –
VWM
334
Venturi Wealth Management
Texas
$1.52K +$1.52K +36 New
EW
335
Element Wealth
Mississippi
$873 – – –
CPA
336
Clear Point Advisors
New York
$424 – – –
AssetMark Inc
337
AssetMark Inc
California
$253 -$109K -2,575 -100%
PPW
338
Pasadena Private Wealth
California
– -$6.78M -179,704 Closed
KW
339
KWB Wealth
California
– -$2.88M -76,475 Closed
GCP
340
GSA Capital Partners
United Kingdom
– -$2.09M -55,400 Closed
NWM
341
Napa Wealth Management
California
– -$1.15M -30,493 Closed
VPP
342
Vertex Planning Partners
Illinois
– -$1.09M -28,960 Closed
FWA
343
FSC Wealth Advisors
New York
– -$519K -13,751 Closed
Jane Street
344
Jane Street
New York
– -$456K -12,078 Closed
ARC
345
Advisor Resource Council
Texas
– -$392K -10,384 Closed
RL
346
Retireful LLC
Michigan
– -$368K -9,749 Closed
Susquehanna International Group
347
Susquehanna International Group
Pennsylvania
– -$310K -8,230 Closed
NC
348
NovaPoint Capital
Georgia
– -$274K -7,252 Closed
SG
349
StoneX Group
New York
– -$260K -6,880 Closed
BWM
350
BKM Wealth Management
Wisconsin
– -$45.5K -1,206 Closed
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