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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 %
SIA
376
SeaBridge Investment Advisors
New Jersey
$207K -$42.6K -853 -17%
RFN
377
Redwood Financial Network
Ohio
$206K +$206K +4,120 New
Neuberger Berman Group
378
Neuberger Berman Group
New York
$204K +$204K +4,090 New
WA
379
Waverly Advisors
Alabama
$202K -$12K -241 -6%
FFS
380
Founders Financial Securities
Maryland
$200K +$200K +4,006 New
Barclays
381
Barclays
United Kingdom
$200K +$200K +4,000 New
WTA
382
Washington Trust Advisors
Massachusetts
$165K – – –
AIP
383
Alexis Investment Partners
Texas
$164K +$164K +3,290 New
SAM
384
S.A. Mason
Michigan
$155K – – –
HI
385
Harbour Investments
Wisconsin
$153K -$4.75K -95 -3%
AssetMark Inc
386
AssetMark Inc
California
$147K +$29.1K +582 +25%
GT
387
Glenmede Trust
Pennsylvania
$145K – – –
IRC
388
Investors Research Corp
Georgia
$144K +$48.4K +968 +51%
AF
389
Allworth Financial
California
$139K +$5.14K +100 +4%
ACA
390
American Capital Advisory
Idaho
$137K – – –
HBW
391
Hazlett, Burt & Watson
West Virginia
$135K – – –
CA
392
Continuum Advisory
Idaho
$119K – – –
RFA
393
Register Financial Advisors
Georgia
$116K – – –
SFC
394
SYM Financial Corp
Indiana
$109K +$53.6K +1,072 +97%
SWC
395
Spectrum Wealth Counsel
Indiana
$107K – – –
EWM
396
EPG Wealth Management
Georgia
$105K -$9.99K -200 -9%
OC
397
Oarsman Capital
Wisconsin
$105K -$136K -2,728 -57%
KFI
398
Key Financial Inc
Pennsylvania
$90.9K +$8.49K +170 +10%
CWP
399
Concord Wealth Partners
Virginia
$89.8K +$40K +800 +80%
CBT
400
Crews Bank & Trust
Florida
$87.4K +$87.4K +1,750 New
14 15
16
17 18