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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.

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 %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$12.1M +$2.19M +43,915 +22%
AAS
52
Asset Allocation Strategies
Michigan
$11.7M -$139K -2,730 -1%
PWM
53
PMG Wealth Management
Illinois
$11.3M +$11.3M +225,704 New
SFO
54
Stenger Family Office
Illinois
$11.3M +$11.3M +225,683 New
CF
55
Centaurus Financial
California
$11.2M -$81.1K -1,624 -0.7%
FAIM
56
Financial Advocates Investment Management
Washington
$10.8M +$1.94M +38,870 +22%
SA
57
Sanctuary Advisors
Indiana
$10.8M +$5.52M +108,385 +105%
IA
58
IFG Advisory
Georgia
$10.5M +$6.36M +127,332 +155%
TFS
59
Thoroughbred Financial Services
Tennessee
$10.2M +$1.53M +30,595 +18%
CF
60
Cyr Financial
Illinois
$10.1M +$2.12M +42,443 +27%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$9.82M +$244K +4,891 +3%
AC
62
Avestar Capital
New York
$9.52M +$71.4K +1,430 +0.8%
EH
63
Equitable Holdings
New York
$9.07M +$2.44M +48,920 +37%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$8.99M +$4.58M +91,690 +104%
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$8.98M +$5.48M +109,787 +157%
WA
66
Win Advisors
Florida
$8.85M +$8.85M +177,087 New
ACA
67
Aspire Capital Advisors
Washington
$8.85M +$1.12M +22,349 +14%
WIA
68
World Investment Advisors
California
$8.65M -$2.8K -56 -0%
FFA
69
Farther Finance Advisors
California
$8.43M +$1.77M +35,359 +27%
PWP
70
Precedent Wealth Partners
Texas
$8.4M +$123K +2,457 +1%
JIC
71
Johnson Investment Counsel
Ohio
$8.39M +$63.1K +1,263 +0.8%
KAS
72
Kestra Advisory Services
Texas
$8.39M +$4.82M +96,562 +135%
KAS
73
KPP Advisory Services
Kentucky
$8.38M +$350K +6,997 +4%
SPIA
74
Steward Partners Investment Advisory
New York
$8.3M +$893K +17,880 +12%
CPRC
75
Consolidated Portfolio Review Corp
New York
$8.1M +$89.5K +1,792 +1%
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