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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

221 hedge funds and large institutions have $1.26B invested in Invesco S&P 500 Top 50 ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
33
Increased
89
Reduced
52
Closed
20
Calls
$944K
Puts
$1.32M
Net Calls
-$374K
Net Calls Change
-$4.66M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$128M
2
OCM
2
One Capital Management
California
$36.3M
3
AC
3
Avestar Capital
New York
$19.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$88.3M
5
Bank of America
5
Bank of America
North Carolina
$88.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$28.6M
2
VF
2
VitalStone Financial
Texas
$1.36M
3
MCC
3
Money Concepts Capital
Florida
$493K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.7M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$525K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$8.64M +$723K +20,680 +9%
DADC
27
D.A. Davidson & Co
Montana
$8.01M +$1.62M +46,350 +25%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$7.96M +$7.13M +2,038,490 +859%
CAP
29
Columbia Advisory Partners
Washington
$7.82M -$68.2K -1,950 -0.9%
FFA
30
Farther Finance Advisors
California
$7.27M -$953K -27,240 -12%
MIFH
31
Migdal Insurance & Financial Holdings
Israel
$7.2M +$7.2M +208,380 New
GRP
32
Global Retirement Partners
California
$7.11M -$4.2K -120 -0.1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$6.8M +$2.6M +74,220 +62%
SHFP
34
Second Half Financial Partners
Florida
$6.53M +$6.53M +186,590 New
CWM
35
Cedar Wealth Management
California
$6.22M +$11.9K +340 +0.2%
FAIM
36
Financial Advocates Investment Management
Washington
$6.13M +$1.16M +33,180 +23%
JIC
37
Johnson Investment Counsel
Ohio
$6.04M -$81.5K -2,330 -1%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$5.84M +$713K +20,400 +14%
AAS
39
Asset Allocation Strategies
Michigan
$5.47M +$4.21M +120,440 +336%
PAG
40
Private Advisor Group
New Jersey
$4.83M +$44.8K +1,280 +0.9%
CPRC
41
Consolidated Portfolio Review Corp
New York
$4.82M +$656K +18,760 +16%
CGA
42
Crescent Grove Advisors
Illinois
$4.65M – – –
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$4.6M +$3.98M +113,670 +637%
JWM
44
Jackson Wealth Management
Florida
$4.49M +$4.49M +128,380 New
ACA
45
Aspire Capital Advisors
Washington
$4.3M -$204K -5,840 -5%
MFG
46
Merit Financial Group
Georgia
$4.09M +$241K +6,900 +6%
IWC
47
Integrated Wealth Concepts
Massachusetts
$4.04M -$18.2K -520 -0.4%
SMA
48
Sage Mountain Advisors
Georgia
$3.7M -$116K -3,310 -3%
SAM
49
SignalPoint Asset Management
Missouri
$3.52M +$65.7K +1,880 +2%
Truist Financial
50
Truist Financial
North Carolina
$3.44M -$137K -3,930 -4%
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