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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

337 hedge funds and large institutions have $2.45B invested in Invesco S&P 500 Top 50 ETF in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 120 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
337
Holders Change
+59
Holders Change %
+21.22%
% of All Funds
4.89%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
79
Increased
120
Reduced
89
Closed
17
Calls
$29K
Puts
$80K
Net Calls
-$51K
Net Calls Change
-$44K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$286M
2
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.5M
3
Wells Fargo
3
Wells Fargo
California
$104M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$53.7M
5
QFA
5
Quattro Financial Advisors
Texas
$20.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$172M
2
AWM
2
AE Wealth Management
Kansas
$411K
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$239M
4
AC
4
Avestar Capital
New York
$8.83M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$78K
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$4.25M 100,802 -30,878 -23%
WA
77
Win Advisors
Florida
$4.2M 99,643 +99,643 New
WIA
78
World Investment Advisors
California
$4.08M 96,855 +82,705 +584%
NA
79
NewEdge Advisors
Louisiana
$4.07M 96,548 -21,911 -18%
Marshall Wace
80
Marshall Wace
United Kingdom
$4.03M 95,607 +95,607 New
SAM
81
SignalPoint Asset Management
Missouri
$3.99M 94,554 -843 -0.9%
ACA
82
Aspire Capital Advisors
Washington
$3.93M 93,215 -25,311 -21%
TCA
83
Transcend Capital Advisors
New Jersey
$3.82M 90,720 -6,839 -7%
BCM
84
Brookstone Capital Management
Illinois
$3.71M 88,103 +8,990 +11%
CA
85
Cetera Advisors
Colorado
$3.64M 86,412 +22,413 +35%
SC
86
Sapient Capital
Indiana
$3.35M 79,423 -1,836 -2%
RAG
87
RIA Advisory Group
Iowa
$3.32M 78,908 +71,353 +944%
GVAG
88
Great Valley Advisor Group
Delaware
$3.28M 77,782 +849 +1%
Renaissance Technologies
89
Renaissance Technologies
New York
$3.27M 77,700 -17,500 -18%
HKIMG
90
Hutchens & Kramer Investment Management Group
Indiana
$3.05M 72,289 -1,628 -2%
ML
91
McAdam LLC
Pennsylvania
$2.9M 68,912 +428 +0.6%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$2.89M 68,598 +7,148 +12%
TC
93
TAP Consulting
Missouri
$2.85M 67,670 +67,670 New
ACA
94
Aptus Capital Advisors
Alabama
$2.83M 67,288 +67,288 New
PS
95
Principal Securities
Iowa
$2.81M 66,582 +10,253 +18%
LNC
96
Lincoln National Corp
Pennsylvania
$2.78M 66,072 -1,063 -2%
KIA
97
KCM Investment Advisors
California
$2.7M 64,176 – –
CAN
98
Cetera Advisor Networks
California
$2.68M 63,594 +6,237 +11%
CWMGP
99
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.68M 63,543 +63,543 New
CA
100
Cresta Advisors
Texas
$2.42M 57,396 +4,370 +8%
2 3
4
5 6