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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

233 hedge funds and large institutions have $1.39B invested in Invesco S&P 500 Top 50 ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 190 increasing their positions, 6 reducing their positions, and 23 closing their positions.

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
3.72%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
36
Increased
190
Reduced
6
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$65.1M
2
LPL Financial
2
LPL Financial
California
$156M
3
Morgan Stanley
3
Morgan Stanley
New York
$105M
4
Bank of America
4
Bank of America
North Carolina
$102M
5
Wells Fargo
5
Wells Fargo
California
$51.6M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$147K
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$7.51M
3
RAG
3
RIA Advisory Group
Iowa
$2.65M
4
TC
4
Trilogy Capital
California
$650K
5
AWM
5
AE Wealth Management
Kansas
$661K
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$3.91M 115,024 -596 -0.5%
Mariner
52
Mariner
Kansas
$3.79M 111,699 +69,029 +162%
FAIM
53
Financial Advocates Investment Management
Washington
$3.77M 111,103 -64,267 -37%
SWP
54
Stratos Wealth Partners
Ohio
$3.7M 109,095 +96,835 +790%
SWA
55
Stratos Wealth Advisors
Ohio
$3.65M 107,553 +11,323 +12%
SMA
56
Sage Mountain Advisors
Georgia
$3.59M 105,830 – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$3.54M 104,272 +72,402 +227%
MA
58
MONECO Advisors
Connecticut
$3.53M 103,978 +94,308 +975%
SAM
59
SignalPoint Asset Management
Missouri
$3.42M 100,808 +168 +0.2%
TFS
60
Thoroughbred Financial Services
Tennessee
$3.42M 100,634 +30,634 +44%
Truist Financial
61
Truist Financial
North Carolina
$3.15M 92,803 -5,687 -6%
EH
62
Equitable Holdings
New York
$2.97M 87,563 +60,243 +221%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$2.69M 79,190 -19,280 -20%
RAG
64
RIA Advisory Group
Iowa
$2.65M 77,945 -702,335 -90%
GVAG
65
Great Valley Advisor Group
Delaware
$2.62M 77,172 +1,852 +2%
HKIMG
66
Hutchens & Kramer Investment Management Group
Indiana
$2.58M 75,516 -3,414 -4%
TCA
67
Transcend Capital Advisors
New Jersey
$2.58M 75,915 +25 +0%
LNC
68
Lincoln National Corp
Pennsylvania
$2.41M 71,029 -2,571 -3%
ML
69
McAdam LLC
Pennsylvania
$2.39M 70,272 -5,948 -8%
CA
70
Cetera Advisors
Colorado
$2.28M 67,100 -15,010 -18%
NA
71
NewEdge Advisors
Louisiana
$2.27M 66,820 +6,970 +12%
KIA
72
KCM Investment Advisors
California
$2.18M 64,191 +1 +0%
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.13M 62,626 -2,124 -3%
IFWM
74
Institute for Wealth Management
Colorado
$2.01M 59,251 -329 -0.6%
AWM
75
Avior Wealth Management
Nebraska
$1.94M 57,306 -21,284 -27%
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