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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.21B invested in Invesco S&P 500 Top 50 ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 17 closing their positions.

Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.29%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
22
Increased
61
Reduced
77
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$210M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$242M
3
Wells Fargo
3
Wells Fargo
California
$32.7M
4
AC
4
Avestar Capital
New York
$4.54M
5
BHB
5
Bank Hapoalim BM
Israel
$12.9M

Top Sellers

1
RWP
1
Reliant Wealth Planning
Kentucky
$0
2
UBS Group
2
UBS Group
Switzerland
$45.5M
3
PS
3
Portfolio Strategies
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$55.9M
5
RJA
5
Raymond James & Associates
Florida
$9.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$6.7M 24,267 -2,203 -8%
MML Investors Services
27
MML Investors Services
Massachusetts
$6.64M 24,076 +2,355 +11%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$6.45M 23,385 -1,213 -5%
CAP
29
Columbia Advisory Partners
Washington
$6.31M 22,864 +4,058 +22%
CWM
30
Cedar Wealth Management
California
$5.72M 20,728 +92 +0.4%
GRP
31
Global Retirement Partners
California
$5.66M 20,507 -272 -1%
Stifel Financial
32
Stifel Financial
Missouri
$5.4M 19,547 -1,271 -6%
FFA
33
Farther Finance Advisors
California
$5.18M 18,773 +18,773 New
ML
34
McAdam LLC
Pennsylvania
$5.09M 13,795 +2,155 +19%
JIC
35
Johnson Investment Counsel
Ohio
$5.03M 18,209 -332 -2%
AC
36
Avestar Capital
New York
$4.54M 16,455 +16,455 New
FIM
37
Freedom Investment Management
Connecticut
$4.04M 14,631 -708 -5%
CGA
38
Crescent Grove Advisors
Illinois
$3.7M 13,400 -1,242 -8%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$3.57M 12,951 -819 -6%
ACA
40
Aspire Capital Advisors
Washington
$3.45M 12,507 -2,633 -17%
FAIM
41
Financial Advocates Investment Management
Washington
$3.39M 12,285 -4,543 -27%
Truist Financial
42
Truist Financial
North Carolina
$3.27M 11,858 -5,516 -32%
AAS
43
Asset Allocation Strategies
Michigan
$3.26M 11,810 +11,810 New
CF
44
Centaurus Financial
California
$3.2M 11,594 -480 -4%
SMA
45
Sage Mountain Advisors
Georgia
$3.09M 11,180 -2,149 -16%
IWC
46
Integrated Wealth Concepts
Massachusetts
$3.06M 11,070 +379 +4%
VF
47
VitalStone Financial
Texas
$2.93M 10,597 +10,597 New
CA
48
Cetera Advisors
Colorado
$2.91M 10,542 -2,422 -19%
HKIMG
49
Hutchens & Kramer Investment Management Group
Indiana
$2.85M 10,341 -139 -1%
SAM
50
SignalPoint Asset Management
Missouri
$2.69M 9,750 -251 -3%
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