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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

278 hedge funds and large institutions have $2.09B invested in Invesco S&P 500 Top 50 ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 97 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+45
Holders Change %
+19.31%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
69
Increased
97
Reduced
75
Closed
21
Calls
$8K
Puts
$15K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$301M
2
LPL Financial
2
LPL Financial
California
$210M
3
Goldman Sachs
3
Goldman Sachs
New York
$35.3M
4
Ameriprise
4
Ameriprise
Minnesota
$103M
5
Bank of America
5
Bank of America
North Carolina
$136M

Top Sellers

1
WGCA
1
Wolf Group Capital Advisors
Virginia
$12.5M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$222M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$27.1M
4
MFG
4
Merit Financial Group
Georgia
$1.17M
5
AC
5
Avestar Capital
New York
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFG
26
Demars Financial Group
Washington
$14.5M +$14.5M +384,830 New
RJA
27
Raymond James & Associates
Florida
$14M -$1.07M -28,311 -7%
MML Investors Services
28
MML Investors Services
Massachusetts
$12.5M +$4.1M +108,662 +49%
WGCA
29
Wolf Group Capital Advisors
Virginia
$12.5M -$109M -310,688 -90%
WP
30
WealthSource Partners
California
$11.7M +$1.45M +38,333 +14%
PIS
31
POM Investment Strategies
North Carolina
$11.3M +$11.3M +300,892 New
TFS
32
Thoroughbred Financial Services
Tennessee
$10.4M +$6.59M +174,760 +174%
SWM
33
Segment Wealth Management
Texas
$9.8M +$470K +12,455 +5%
PP
34
Pegasus Partners
Wisconsin
$9.42M -$321K -8,515 -3%
IWC
35
Integrated Wealth Concepts
Massachusetts
$9.31M +$4.98M +131,910 +115%
GRP
36
Global Retirement Partners
California
$8.72M +$1.01M +26,631 +13%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$8.42M +$1.5M +39,663 +22%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$8.23M -$110K -2,919 -1%
PAG
39
Private Advisor Group
New Jersey
$8.18M +$3.08M +81,574 +60%
CAP
40
Columbia Advisory Partners
Washington
$7.79M -$319K -8,462 -4%
CWM
41
Cedar Wealth Management
California
$7.75M +$1.04M +27,440 +15%
CF
42
Centaurus Financial
California
$7.69M +$192K +5,098 +3%
AAS
43
Asset Allocation Strategies
Michigan
$7.28M +$1.03M +27,427 +17%
FFA
44
Farther Finance Advisors
California
$7.06M -$493K -13,062 -7%
Two Sigma Investments
45
Two Sigma Investments
New York
$7M +$1.63M +43,300 +30%
USCWA
46
U.S. Capital Wealth Advisors
Texas
$6.93M +$6.93M +183,816 New
JIC
47
Johnson Investment Counsel
Ohio
$6.78M -$26.3K -698 -0.4%
PPW
48
Pasadena Private Wealth
California
$6.78M +$6.78M +179,704 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$6.6M -$353K -9,362 -5%
MIFH
50
Migdal Insurance & Financial Holdings
Israel
$6.46M -$268K -7,113 -4%
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