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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.

New
Increased
Maintained
Reduced
Closed
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 %
PA
76
PFG Advisors
Arizona
$8.09M +$7.77M +155,520 +2,406%
Mariner
77
Mariner
Kansas
$7.7M +$3.73M +74,727 +94%
SF
78
Seros Financial
Arizona
$7.6M +$7.6M +166,039 New
GM
79
GeoWealth Management
Illinois
$7.57M +$4.81M +96,240 +174%
WC
80
Waterloo Capital
Texas
$7.52M +$7.52M +150,453 New
FGA
81
Fortis Group Advisors
New Jersey
$7.27M +$240K +4,796 +3%
JWM
82
Jackson Wealth Management
Florida
$7.02M +$18.8K +376 +0.3%
SWA
83
Stratos Wealth Advisors
Ohio
$6.96M -$245K -4,899 -3%
DADC
84
D.A. Davidson & Co
Montana
$6.86M -$1.35M -27,006 -16%
MOS
85
MGO One Seven
Ohio
$6.83M +$339K +6,779 +5%
NA
86
NewEdge Advisors
Louisiana
$6.44M +$1.52M +30,350 +31%
LWL
87
Leo Wealth LLC
Texas
$6.27M +$50.5K +1,011 +0.8%
CGA
88
Crescent Grove Advisors
Illinois
$6.03M -$83.6K -1,674 -1%
TC
89
TAP Consulting
Missouri
$6.02M +$805K +16,117 +15%
CIA
90
Concurrent Investment Advisors
Florida
$5.82M +$2.51M +50,322 +76%
Renaissance Technologies
91
Renaissance Technologies
New York
$5.62M +$5.62M +112,400 New
CWMGP
92
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5.58M +$822K +16,452 +17%
PFA
93
Pinnacle Family Advisors
Missouri
$5.58M +$62.1K +1,242 +1%
SMA
94
Sage Mountain Advisors
Georgia
$5.31M – – –
MIC
95
Means Investment Company
Maine
$5.18M +$5.18M +103,715 New
FSA
96
Financial Services Advisory
Maryland
$5.06M +$3.39M +67,776 +203%
PS
97
Principal Securities
Iowa
$4.96M +$20.9K +418 +0.4%
SAM
98
SignalPoint Asset Management
Missouri
$4.84M +$283K +5,669 +6%
SCA
99
Snowden Capital Advisors
New York
$4.74M +$2.68M +53,608 +130%
AWS
100
Atria Wealth Solutions
New York
$4.7M +$1.1M +21,962 +30%
2 3
4
5 6