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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 %
CAP
151
Columbia Advisory Partners
Washington
$2.13M -$7.16M -143,259 -77%
CFG
152
Carr Financial Group
Massachusetts
$2.13M -$9.64K -193 -0.5%
GIA
153
Goodwin Investment Advisory
Georgia
$2.13M – – –
MAMG
154
Milestone Asset Management Group
Connecticut
$2.11M +$2.11M +42,281 New
Fidelity Investments
155
Fidelity Investments
Massachusetts
$2.11M +$231K +4,617 +12%
BAM
156
Belpointe Asset Management
Nevada
$2.02M -$1.08M -23,146 -35%
FCA
157
Fortis Capital Advisors
Kansas
$2.02M -$1.08M -23,146 -35%
NFG
158
Nations Financial Group
Iowa
$2M +$250K +5,014 +14%
GFG
159
Greystone Financial Group
Michigan
$1.95M +$59.2K +1,184 +3%
CCFM
160
Clear Creek Financial Management
Washington
$1.95M +$1.95M +39,068 New
FPGT
161
Financial Partners Group (Tennessee)
Tennessee
$1.95M -$92.4K -1,850 -5%
NRI
162
NFP Retirement Inc
California
$1.94M -$32.8K -657 -2%
WFA
163
WMG Financial Advisors
Tennessee
$1.93M -$10.8K -216 -0.6%
MWP
164
Moller Wealth Partners
$1.92M +$418K +8,372 +28%
HWP
165
Heritage Wealth Partners
Ohio
$1.9M +$1.9M +38,115 New
Citadel Advisors
166
Citadel Advisors
Florida
$1.85M +$1.37M +27,391 +284%
CWMGO
167
Capstone Wealth Management Group (Oregon)
Oregon
$1.85M +$1.85M +36,958 New
GT
168
Greenleaf Trust
Michigan
$1.76M – – –
APW
169
Aurora Private Wealth
New Jersey
$1.75M +$2.65K +53 +0.2%
CA
170
Cannon Advisors
North Carolina
$1.73M +$168K +3,369 +11%
WAM
171
Walker Asset Management
Missouri
$1.72M +$53.2K +1,064 +3%
NAM
172
NTV Asset Management
West Virginia
$1.71M +$220K +4,406 +15%
SAF
173
Smith Anglin Financial
Texas
$1.69M +$2.45K +49 +0.1%
Jane Street
174
Jane Street
New York
$1.68M +$444K +8,880 +36%
Creative Planning
175
Creative Planning
Kansas
$1.67M +$259K +5,179 +18%
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