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

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$0
2
Fisher Asset Management
Fisher Asset Management
Washington
$178M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$3.88M
4
LPL Financial
LPL Financial
California
$82.8M
5
SWM
Segment Wealth Management
Texas
$8.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
76
NFP Retirement Inc
California
$1.19M +$56.8K +1,830 +5%
D
77
Diversified
Delaware
$1.16M -$239K -7,690 -17%
WAM
78
Walker Asset Management
Missouri
$1.16M -$7.14K -230 -0.6%
FEM
79
Fulcrum Equity Management
Texas
$1.13M +$1.13M +36,510 New
MA
80
Mutual Advisors
Nebraska
$1.13M +$34.2K +1,100 +3%
Goldman Sachs
81
Goldman Sachs
New York
$1.13M +$420K +13,520 +59%
OIA
82
OneDigital Investment Advisors
Kansas
$1.13M -$7.14K -230 -0.6%
AAS
83
Asset Allocation Strategies
Michigan
$1.11M -$2.55M -82,210 -70%
GT
84
Greenleaf Trust
Michigan
$1.09M – – –
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$1M +$9.94K +320 +1%
SHA
86
Seneca House Advisors
Virginia
$928K -$44.1K -1,420 -5%
NFSG
87
Newbridge Financial Services Group
Florida
$925K -$1.55K -50 -0.2%
GFG
88
Goldstone Financial Group
Illinois
$909K +$909K +29,270 New
FPGT
89
Financial Partners Group (Tennessee)
Tennessee
$902K +$41K +1,320 +5%
AWM
90
AE Wealth Management
Kansas
$896K +$328K +10,560 +58%
VNB
91
Virginia National Bank
Virginia
$880K – – –
CAS
92
Coppell Advisory Solutions
Texas
$854K +$854K +27,900 New
CASC
93
Coppell Advisory Solutions Corp
Texas
$854K +$854K +27,900 New
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$819K +$48.8K +1,570 +6%
SPC
95
Sigma Planning Corp
Michigan
$811K -$321K -10,340 -28%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$811K +$1.24K +40 +0.2%
KAS
97
Kestra Advisory Services
Texas
$777K -$1.07M -34,490 -58%
William Blair & Company
98
William Blair & Company
Illinois
$689K +$346K +11,140 +101%
NFG
99
Nations Financial Group
Iowa
$665K -$81.7K -2,630 -11%
TC
100
Trilogy Capital
California
$625K +$108K +3,470 +21%
2 3
4
5 6