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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

337 hedge funds and large institutions have $2.45B invested in Invesco S&P 500 Top 50 ETF in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 120 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
337
Holders Change
+59
Holders Change %
+21.22%
% of All Funds
4.89%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
79
Increased
120
Reduced
89
Closed
17
Calls
$29K
Puts
$80K
Net Calls
-$51K
Net Calls Change
-$44K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$286M
2
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.5M
3
Wells Fargo
3
Wells Fargo
California
$104M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$53.7M
5
QFA
5
Quattro Financial Advisors
Texas
$20.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$172M
2
AWM
2
AE Wealth Management
Kansas
$411K
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$239M
4
AC
4
Avestar Capital
New York
$8.83M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$78K
Name Market Value Shares Shares
Change 		Shares
Change %
DFG
26
Demars Financial Group
Washington
$16.8M 398,028 +13,198 +3%
MML Investors Services
27
MML Investors Services
Massachusetts
$16.7M 396,576 +65,710 +20%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$16.4M 390,000 -29,000 -7%
CCS
29
Concentric Capital Strategies
Connecticut
$16.3M 386,475 +386,475 New
PIS
30
POM Investment Strategies
North Carolina
$13.4M 316,923 +16,031 +5%
WGCA
31
Wolf Group Capital Advisors
Virginia
$12.5M 35,642 – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$11.8M 280,179 +56,881 +25%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$11.6M 274,771 +264,529 +2,583%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$11.6M 274,721 +104,383 +61%
SWM
35
Segment Wealth Management
Texas
$10.9M 257,740 -2,150 -0.8%
SWP
36
Stratos Wealth Partners
Ohio
$10.7M 254,445 +101,871 +67%
PAG
37
Private Advisor Group
New Jersey
$10.7M 254,429 +37,477 +17%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$10.5M 250,217 +75,267 +43%
PP
39
Pegasus Partners
Wisconsin
$10.5M 249,690 – –
GRP
40
Global Retirement Partners
California
$10.3M 245,501 +16,656 +7%
CWM
41
Cedar Wealth Management
California
$9.93M 235,731 +30,200 +15%
FGA
42
Fortis Group Advisors
New Jersey
$9.74M 231,198 +231,198 New
CF
43
Centaurus Financial
California
$8.87M 210,630 +6,695 +3%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$8.86M 210,271 +58,995 +39%
AC
45
Avestar Capital
New York
$8.83M 209,650 -185,566 -47%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$8.8M 208,954 -9,198 -4%
CAP
47
Columbia Advisory Partners
Washington
$8.76M 207,982 +1,385 +0.7%
WA
48
Waverly Advisors
Alabama
$8.48M 201,236 +201,236 New
AAS
49
Asset Allocation Strategies
Michigan
$8.11M 192,483 -461 -0.2%
AI
50
Atria Investments
North Carolina
$7.99M 189,712 +71,409 +60%
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