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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

209 hedge funds and large institutions have $1B invested in Invesco S&P 500 Top 50 ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+5
Holders Change %
+2.45%
% of All Funds
3.35%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
29
Increased
56
Reduced
80
Closed
16
Calls
$4.32M
Puts
$31K
Net Calls
+$4.29M
Net Calls Change
+$4.29M

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$9.31M
2
DADC
2
D.A. Davidson & Co
Montana
$5.68M
3
VF
3
VitalStone Financial
Texas
$8.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.9M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$3.09M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$178M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$3.88M
4
LPL Financial
4
LPL Financial
California
$82.8M
5
SWM
5
Segment Wealth Management
Texas
$8.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
51
Stratos Wealth Advisors
Ohio
$2.97M -$46.3K -1,490 -2%
ML
52
McAdam LLC
Pennsylvania
$2.9M -$1.39M -44,720 -32%
HKIMG
53
Hutchens & Kramer Investment Management Group
Indiana
$2.58M -$633K -20,400 -20%
FIM
54
Freedom Investment Management
Connecticut
$2.45M -$2.09M -67,280 -46%
KIA
55
KCM Investment Advisors
California
$2.45M +$253K +8,140 +12%
RAG
56
RIA Advisory Group
Iowa
$2.42M +$2.42M +78,030 New
GVAG
57
Great Valley Advisor Group
Delaware
$2.33M -$67.4K -2,170 -3%
TCA
58
Transcend Capital Advisors
New Jersey
$2.29M -$68.9K -2,220 -3%
CAN
59
Cetera Advisor Networks
California
$2.24M +$120K +3,870 +6%
AWM
60
Avior Wealth Management
Nebraska
$2.09M -$307K -10,030 -13%
APW
61
Aurora Private Wealth
New Jersey
$1.97M -$21.4K -690 -1%
IFWM
62
Institute for Wealth Management
Colorado
$1.9M +$311 +10 +0%
TFS
63
Thoroughbred Financial Services
Tennessee
$1.88M +$118K +3,800 +7%
OCM
64
One Capital Management
California
$1.86M +$422K +13,590 +29%
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.84M +$84.8K +2,730 +5%
AI
66
Atria Investments
North Carolina
$1.69M +$1.69M +54,350 New
LFA
67
Laraway Financial Advisors
Minnesota
$1.69M -$47.5K -1,530 -3%
HighTower Advisors
68
HighTower Advisors
Illinois
$1.67M +$5.28K +170 +0.3%
GIA
69
Goodwin Investment Advisory
Georgia
$1.47M -$21.4K -690 -1%
Mariner
70
Mariner
Kansas
$1.32M -$71.4K -2,300 -5%
SAF
71
Smith Anglin Financial
Texas
$1.31M +$3.42K +110 +0.3%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$1.27M +$457K +14,950 +56%
BCM
73
Brookstone Capital Management
Illinois
$1.25M +$453K +14,410 +57%
AWM
74
Aspire Wealth Management
Massachusetts
$1.25M – – –
FSA
75
Financial Services Advisory
Maryland
$1.2M +$1.2M +38,600 New
1 2
3
4 5