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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 %
LFA
101
Laraway Financial Advisors
Minnesota
$2.36M 56,135 +2,606 +5%
IFWM
102
Institute for Wealth Management
Colorado
$2.36M 56,048 +583 +1%
P
103
&Partners
Tennessee
$2.32M 55,150 +55,150 New
LAS
104
LWM Advisory Services
Florida
$2.32M 55,080 +22,434 +69%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$2.3M 54,594 -50,564 -48%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.29M 54,424 +11,259 +26%
CIA
107
Concurrent Investment Advisors
Florida
$2.28M 54,085 +6,849 +14%
CFGS
108
Concourse Financial Group Securities
Alabama
$2.21M 52,415 +52,415 New
PSCM
109
Per Stirling Capital Management
Texas
$2.19M 51,911 +21,877 +73%
SWP
110
ShoreHaven Wealth Partners
New Jersey
$2.08M 49,365 -53,077 -52%
EFG
111
Ethos Financial Group
Pennsylvania
$2.01M 47,782 -2,136 -4%
AWS
112
Atria Wealth Solutions
New York
$1.98M 47,115 +21,750 +86%
OC
113
Oppenheimer & Co
New York
$1.98M 47,033 +25,841 +122%
GIA
114
Goodwin Investment Advisory
Georgia
$1.94M 46,048 -5 -0%
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$1.91M 45,223 +42,041 +1,321%
KAS
116
Kestra Advisory Services
Texas
$1.87M 44,355 -3,781 -8%
AWM
117
Aspire Wealth Management
Massachusetts
$1.8M 42,693 +475 +1%
CWA
118
Capital Wealth Alliance
Arizona
$1.75M 41,432 -20,603 -33%
KWS
119
Keystone Wealth Services
California
$1.69M 40,186 -19,589 -33%
MA
120
Mutual Advisors
Nebraska
$1.67M 39,586 -1,082 -3%
NRI
121
NFP Retirement Inc
California
$1.66M 39,474 -39 -0.1%
APW
122
Aurora Private Wealth
New Jersey
$1.62M 38,494 +30 +0.1%
SOS
123
Silver Oak Securities
Tennessee
$1.62M 38,473 +27,963 +266%
AWM
124
Avior Wealth Management
Nebraska
$1.62M 38,455 -7,261 -16%
FPGT
125
Financial Partners Group (Tennessee)
Tennessee
$1.6M 37,962 +2,647 +7%
3 4
5
6 7