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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
Demars Financial Group
Washington
$569M
2
LPL Financial
LPL Financial
California
$488M
3
Morgan Stanley
Morgan Stanley
New York
$348M
4
Invesco
Invesco
Georgia
$53.7M
5
IAA
Independent Advisor Alliance
North Carolina
$38.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$201M
2
Fisher Asset Management
Fisher Asset Management
Washington
$248M
3
CAP
Columbia Advisory Partners
Washington
$2.13M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$62.4M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
126
LWM Advisory Services
Florida
$3.21M +$343K +6,864 +12%
OC
127
Oppenheimer & Co
New York
$3.18M +$170K +3,401 +6%
LFA
128
Laraway Financial Advisors
Minnesota
$3.12M +$134K +2,682 +4%
CA
129
Cresta Advisors
Texas
$2.97M – – –
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$2.93M +$41K +820 +1%
HSBC Holdings
131
HSBC Holdings
United Kingdom
$2.75M +$999K +20,000 +57%
ML
132
McAdam LLC
Pennsylvania
$2.68M -$123K -2,453 -4%
FTS
133
Fifth Third Securities
Ohio
$2.68M +$628K +12,566 +31%
P
134
&Partners
Tennessee
$2.68M -$395K -7,831 -13%
AAS
135
Ameritas Advisory Services
Nebraska
$2.64M +$334K +6,678 +14%
SC
136
Sapient Capital
Indiana
$2.58M -$1.17M -23,502 -31%
SWP
137
ShoreHaven Wealth Partners
New Jersey
$2.53M +$44.4K +889 +2%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$2.53M +$306K +6,133 +14%
FIS
139
Fischer Investment Strategies
California
$2.52M +$894K +17,901 +55%
DIA
140
Dana Investment Advisors
Wisconsin
$2.45M +$88K +1,761 +4%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$2.45M +$808K +16,182 +49%
JWCA
142
J.W. Cole Advisors
Florida
$2.38M -$2.9K -58 -0.1%
ACA
143
Aptus Capital Advisors
Alabama
$2.38M -$27.7K -554 -1%
CFGS
144
Concourse Financial Group Securities
Alabama
$2.33M -$422K -8,223 -15%
PSCM
145
Per Stirling Capital Management
Texas
$2.29M +$882K +17,662 +63%
SFS
146
Sowell Financial Services
Arkansas
$2.28M +$2.28M +45,546 New
PIA
147
Perennial Investment Advisors
California
$2.25M +$1.07M +21,440 +91%
SSW
148
Smith Shellnut Wilson
Mississippi
$2.15M +$1.84M +36,850 +588%
KIM
149
Kane Investment Management
California
$2.15M +$2.15M +42,950 New
IA
150
Integrity Alliance
Iowa
$2.13M +$2.13M +42,656 New
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