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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 %
KWM
101
Kingsview Wealth Management
Oregon
$2M 52,979 +23,354 +79%
FGAM
102
Financial Gravity Asset Management
Texas
$1.99M 3,050 +2,095 +219%
EFG
103
Ethos Financial Group
Pennsylvania
$1.88M 49,918 +49,918 New
KAS
104
Kestra Advisory Services
Texas
$1.82M 48,136 +15,825 +49%
CIA
105
Concurrent Investment Advisors
Florida
$1.78M 47,236 +47,236 New
GIA
106
Goodwin Investment Advisory
Georgia
$1.74M 46,053 -664 -1%
AWM
107
Avior Wealth Management
Nebraska
$1.72M 45,716 -11,590 -20%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.63M 43,165 -19,461 -31%
AWM
109
Aspire Wealth Management
Massachusetts
$1.59M 42,218 -822 -2%
MA
110
Mutual Advisors
Nebraska
$1.53M 40,668 +1,465 +4%
NRI
111
NFP Retirement Inc
California
$1.49M 39,513 +1,999 +5%
APW
112
Aurora Private Wealth
New Jersey
$1.45M 38,464 -1,737 -4%
SAF
113
Smith Anglin Financial
Texas
$1.4M 37,067 -4,768 -11%
WFA
114
WMG Financial Advisors
Tennessee
$1.4M 36,992 +3,049 +9%
FPGT
115
Financial Partners Group (Tennessee)
Tennessee
$1.33M 35,315 +2,025 +6%
GT
116
Greenleaf Trust
Michigan
$1.33M 35,220 – –
D
117
Diversified
Delaware
$1.3M 34,348 +2,024 +6%
RJT
118
Raymond James Trust
Florida
$1.27M 33,747 +9,814 +41%
WAM
119
Walker Asset Management
Missouri
$1.26M 33,429 -1,879 -5%
DIA
120
Dana Investment Advisors
Wisconsin
$1.26M 33,325 +6,367 +24%
PWM
121
Perigon Wealth Management
California
$1.24M 32,758 +24,353 +290%
LAS
122
LWM Advisory Services
Florida
$1.23M 32,646 +32,646 New
FSA
123
Financial Services Advisory
Maryland
$1.17M 31,059 -795 -2%
MFG
124
Merit Financial Group
Georgia
$1.17M 31,027 -90,594 -74%
NWM
125
Napa Wealth Management
California
$1.15M 30,493 +30,493 New
3 4
5
6 7