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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$301M
2
LPL Financial
LPL Financial
California
$210M
3
Goldman Sachs
Goldman Sachs
New York
$35.3M
4
Ameriprise
Ameriprise
Minnesota
$103M
5
Bank of America
Bank of America
North Carolina
$136M

Top Sellers

1
WGCA
Wolf Group Capital Advisors
Virginia
$12.5M
2
Fisher Asset Management
Fisher Asset Management
Washington
$222M
3
Osaic Holdings
Osaic Holdings
Arizona
$27.1M
4
MFG
Merit Financial Group
Georgia
$1.17M
5
AC
Avestar Capital
New York
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
176
Samalin Investment Counsel
New York
$433K -$466K -12,341 -52%
IA
177
IFP Advisors
Florida
$428K +$139K +3,693 +48%
KBFS
178
Kohmann Bosshard Financial Services
Ohio
$418K – – –
SWM
179
Selective Wealth Management
Virginia
$413K -$33.8K -914 -8%
FWA
180
FOCUS Wealth Advisors
Texas
$412K – – –
AIP
181
Almanack Investment Partners
Pennsylvania
$411K +$411K +10,902 New
Citadel Advisors
182
Citadel Advisors
Florida
$411K +$411K +10,884 New
WS
183
Wedbush Securities
California
$403K +$403K +10,688 New
SOS
184
Silver Oak Securities
Tennessee
$396K +$5.51K +146 +1%
HF
185
HRT Financial
New York
$394K +$394K +10,465 New
ARC
186
Advisor Resource Council
Texas
$392K +$392K +10,384 New
Baird Financial Group
187
Baird Financial Group
Wisconsin
$386K +$141K +3,743 +58%
SC
188
Savant Capital
Illinois
$385K – – –
RL
189
Retireful LLC
Michigan
$368K -$118K -3,129 -24%
F4L
190
Fortune 45 LLC
Louisiana
$365K +$9.81K +260 +3%
KLCM
191
KG&L Capital Management
Louisiana
$364K +$364K +9,663 New
EFG
192
Embree Financial Group
Illinois
$364K +$364K +9,657 New
GFA
193
Gallagher Fiduciary Advisors
Illinois
$348K -$3.92K -104 -1%
BWP
194
Balboa Wealth Partners
Arizona
$347K – – –
AAS
195
Avantax Advisory Services
Texas
$346K +$1.47K +39 +0.4%
BG
196
Benedetti & Gucer
Georgia
$346K -$3.73K -99 -1%
KCFA
197
Key Client Fiduciary Advisors
New Jersey
$345K +$23.4K +620 +7%
MSFS
198
Main Street Financial Solutions
Pennsylvania
$343K +$3.77K +100 +1%
LA
199
Lifeworks Advisors
Michigan
$343K +$343K +9,096 New
SMC
200
Smith, Moore & Co
Missouri
$334K – – –
6 7
8
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