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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 Market Value Shares Shares
Change 		Shares
Change %
SAM
76
SignalPoint Asset Management
Missouri
$3.6M 95,397 -5,411 -5%
Renaissance Technologies
77
Renaissance Technologies
New York
$3.59M 95,200 +57,300 +151%
SPC
78
Sigma Planning Corp
Michigan
$3.39M 89,920 +56,830 +172%
Truist Financial
79
Truist Financial
North Carolina
$3.37M 89,249 -3,554 -4%
FFN
80
Focus Financial Network
Minnesota
$3.33M 88,289 +77,512 +719%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$3.13M 83,000 +83,000 New
SC
82
Sapient Capital
Indiana
$3.07M 81,259 +81,259 New
BCM
83
Brookstone Capital Management
Illinois
$2.98M 79,113 +51,648 +188%
GVAG
84
Great Valley Advisor Group
Delaware
$2.9M 76,933 -239 -0.3%
KW
85
KWB Wealth
California
$2.88M 76,475 +76,475 New
PWP
86
Precedent Wealth Partners
Texas
$2.88M 76,270 +76,270 New
HKIMG
87
Hutchens & Kramer Investment Management Group
Indiana
$2.79M 73,917 -1,599 -2%
ML
88
McAdam LLC
Pennsylvania
$2.58M 68,484 -1,788 -3%
LNC
89
Lincoln National Corp
Pennsylvania
$2.53M 67,135 -3,894 -5%
KIA
90
KCM Investment Advisors
California
$2.42M 64,176 -15 -0%
CA
91
Cetera Advisors
Colorado
$2.41M 63,999 -3,101 -5%
CWA
92
Capital Wealth Alliance
Arizona
$2.34M 62,035 +62,035 New
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$2.32M 61,450 +5,727 +10%
KWS
94
Keystone Wealth Services
California
$2.25M 59,775 +59,775 New
CAN
95
Cetera Advisor Networks
California
$2.16M 57,357 +3,761 +7%
PS
96
Principal Securities
Iowa
$2.12M 56,329 +56,329 New
IFWM
97
Institute for Wealth Management
Colorado
$2.09M 55,465 -3,786 -6%
GCP
98
GSA Capital Partners
United Kingdom
$2.09M 55,400 +30,400 +122%
LFA
99
Laraway Financial Advisors
Minnesota
$2.02M 53,529 -373 -0.7%
CA
100
Cresta Advisors
Texas
$2M 53,026 +3,387 +7%
2 3
4
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