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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.

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 %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$6.43M +$2.49M +66,066 +63%
DADC
52
D.A. Davidson & Co
Montana
$6.07M -$2.43M -64,370 -29%
SWP
53
Stratos Wealth Partners
Ohio
$5.76M +$1.64M +43,479 +40%
PFA
54
Pinnacle Family Advisors
Missouri
$5.75M +$1.27M +33,665 +28%
CPRC
55
Consolidated Portfolio Review Corp
New York
$5.73M +$147K +3,884 +3%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$5.71M +$163K +4,327 +3%
JWM
57
Jackson Wealth Management
Florida
$5.26M +$176K +4,668 +3%
PCMU
58
Paragon Capital Management (Utah)
Utah
$5.09M +$5.09M +135,005 New
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$4.97M +$1.98M +52,490 +66%
CGA
60
Crescent Grove Advisors
Illinois
$4.91M – – –
SWA
61
Stratos Wealth Advisors
Ohio
$4.84M +$783K +20,769 +19%
KFGK
62
Keystone Financial Group (Kentucky)
Kentucky
$4.61M +$4.61M +122,153 New
NA
63
NewEdge Advisors
Louisiana
$4.56M +$1.99M +51,639 +77%
ACA
64
Aspire Capital Advisors
Washington
$4.47M -$633K -16,782 -12%
AI
65
Atria Investments
North Carolina
$4.46M +$4.46M +118,303 New
Mariner
66
Mariner
Kansas
$4.11M -$104K -2,749 -2%
CW
67
Connectus Wealth
Ohio
$4.08M +$4.08M +108,079 New
MA
68
MONECO Advisors
Connecticut
$4.05M +$132K +3,496 +3%
SMA
69
Sage Mountain Advisors
Georgia
$3.99M – – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$3.99M +$3.72M +98,011 +1,371%
SWP
71
ShoreHaven Wealth Partners
New Jersey
$3.86M +$3.86M +102,442 New
EH
72
Equitable Holdings
New York
$3.78M +$480K +12,736 +15%
LWL
73
Leo Wealth LLC
Texas
$3.75M +$3.75M +98,306 New
FAIM
74
Financial Advocates Investment Management
Washington
$3.73M -$462K -12,248 -11%
TCA
75
Transcend Capital Advisors
New Jersey
$3.68M +$816K +21,644 +29%
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