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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
1
Demars Financial Group
Washington
$569M
2
LPL Financial
2
LPL Financial
California
$488M
3
Morgan Stanley
3
Morgan Stanley
New York
$348M
4
Invesco
4
Invesco
Georgia
$53.7M
5
IAA
5
Independent Advisor Alliance
North Carolina
$38.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$201M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$248M
3
CAP
3
Columbia Advisory Partners
Washington
$2.13M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$62.4M
5
JFGIW
5
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$41.1M +$6.11M +122,294 +17%
IAA
27
Independent Advisor Alliance
North Carolina
$38.9M +$38.9M +777,780 New
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$38.8M +$2.64M +52,837 +7%
MML Investors Services
29
MML Investors Services
Massachusetts
$34.5M +$4.46M +89,230 +15%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$28.4M +$4.81M +96,227 +20%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$28.2M +$518K +10,377 +2%
AF
32
Apexium Financial
Texas
$27.2M -$47.7K -955 -0.2%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$26.4M +$2.61M +52,259 +11%
QFA
34
Quattro Financial Advisors
Texas
$24.6M +$412K +8,024 +2%
SWP
35
Stratos Wealth Partners
Ohio
$23.8M +$9.5M +190,180 +66%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$23.1M +$2.64M +52,900 +13%
IWC
37
Integrated Wealth Concepts
Massachusetts
$22.8M +$13.7M +273,534 +150%
CWM
38
Cedar Wealth Management
California
$21M +$2.76M +55,229 +15%
RWA
39
Redhawk Wealth Advisors
Minnesota
$20.2M +$655K +13,114 +3%
CWA
40
Core Wealth Advisors
Florida
$19.3M +$148K +2,962 +0.8%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$18.1M +$3.72M +74,481 +26%
SWM
42
Segment Wealth Management
Texas
$15M +$213K +4,265 +1%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$14.5M -$2.16M -43,000 -13%
GRP
44
Global Retirement Partners
California
$14.5M +$1.77M +35,469 +14%
BC
45
Bricktown Capital
Michigan
$14.2M – – –
JF
46
JSF Financial
California
$13.9M +$148K +2,954 +1%
OIA
47
OneDigital Investment Advisors
Kansas
$13.5M -$612K -12,247 -4%
BHB
48
Bank Hapoalim BM
Israel
$13.3M +$13.3M +266,000 New
WGCA
49
Wolf Group Capital Advisors
Virginia
$12.5M – – –
PIS
50
POM Investment Strategies
North Carolina
$12.2M +$155K +3,108 +1%
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