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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 %
MLA
451
MB, Levis & Associates
Pennsylvania
$6.15K +$1.25K +25 +26%
CMP
452
Coston McIsaac & Partners
Maine
$6K +$6K +137 New
ADL
453
Asset Dedication LLC
California
$5.75K +$5.75K +115 New
NRWA
454
North Ridge Wealth Advisors
Oregon
$5.7K +$5.7K +114 New
SIM
455
Synergy Investment Management
Florida
$5K +$5K +100 New
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$4.6K – – –
WCM
457
Weaver Capital Management
Georgia
$4.35K -$400 -8 -8%
HT
458
Headlands Technologies
Illinois
$4.15K +$4.15K +83 New
JWA
459
JFS Wealth Advisors
Pennsylvania
$3.45K – – –
WWM
460
Wagner Wealth Management
South Carolina
$3.32K – – –
BA
461
Bellwether Advisors
Nebraska
$3.05K +$3.05K +61 New
DFA
462
DHJJ Financial Advisors
Illinois
$2.87K – – –
PPWM
463
PFG Private Wealth Management
Florida
$2.5K +$2.5K +50 New
CFO
464
CVA Family Office
Colorado
$2.25K – – –
NS
465
NBC Securities
Alabama
$2.11K -$2.12M -42,118 -100%
HI
466
Horizon Investments
North Carolina
$1.9K +$1.9K +38 New
EW
467
Element Wealth
Mississippi
$1.04K – – –
Optiver Holding
468
Optiver Holding
Netherlands
$849 +$849 +17 New
LWM
469
Lionsbridge Wealth Management
Florida
– -$1.8M -37,961 Closed
GS
470
GTS Securities
New York
– -$1.29M -27,218 Closed
IMC Chicago
471
IMC Chicago
Illinois
– -$1.1M -23,241 Closed
HGERS
472
Householder Group Estate & Retirement Specialist
Arizona
– -$982K -20,681 Closed
CA
473
Carson Advisory
Georgia
– -$805K -16,932 Closed
Marshall Wace
474
Marshall Wace
United Kingdom
– -$576K -12,118 Closed
D.E. Shaw & Co
475
D.E. Shaw & Co
New York
– -$567K -11,933 Closed
16 17 18
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