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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AI
101
Atria Investments
North Carolina
$4.63M 92,606 -2,714 -3%
PFG
102
PAX Financial Group
Texas
$4.55M 91,036 -157 -0.2%
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.51M 90,321 +27,414 +44%
HCP
104
Holt Capital Partners
Texas
$4.41M 88,179 +41,594 +89%
RAS
105
RPS Advisory Solutions
Kentucky
$4.4M 88,135 +74,299 +537%
CFC
106
Client First Capital
California
$4.38M 87,582 +5,977 +7%
GVAG
107
Great Valley Advisor Group
Delaware
$4.35M 87,092 -848 -1%
SPC
108
Sigma Planning Corp
Michigan
$4.27M 85,567 -44,220 -34%
BCM
109
Brookstone Capital Management
Illinois
$4.24M 84,818 -6,857 -7%
TC
110
Truvestments Capital
Florida
$4.19M 83,961 +3,735 +5%
RA
111
RiverTree Advisors
Florida
$4.19M 83,805 +76,513 +1,049%
TCA
112
Transcend Capital Advisors
New Jersey
$4.01M 80,325 -2,126 -3%
IFWM
113
Institute for Wealth Management
Colorado
$3.92M 78,536 +6,531 +9%
AWA
114
Arete Wealth Advisors
Illinois
$3.88M 77,363 +38,315 +98%
LIM
115
Leavell Investment Management
Alabama
$3.75M 75,000 +21,441 +40%
HAS
116
HBW Advisory Services
California
$3.7M 73,961 +6,278 +9%
CFP
117
Comprehensive Financial Planning
Pennsylvania
$3.65M 73,042 +73,042 New
RAG
118
RIA Advisory Group
Iowa
$3.61M 72,241 -5,639 -7%
LJCM
119
Lee Johnson Capital Management
Texas
$3.6M 72,076 +1,449 +2%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$3.57M 71,388 -25,035 -26%
ECA
121
Elevation Capital Advisory
Oregon
$3.55M 71,019 +65,087 +1,097%
AAS
122
Avantax Advisory Services
Texas
$3.43M 68,556 +26,160 +62%
HKIMG
123
Hutchens & Kramer Investment Management Group
Indiana
$3.33M 66,714 -2,560 -4%
CWM
124
Copia Wealth Management
Oregon
$3.31M 66,351 +66,351 New
KIA
125
KCM Investment Advisors
California
$3.22M 64,356 – –
3 4
5
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