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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 %
GDP
176
Great Diamond Partners
Maine
$696K 16,512 +16,512 New
SAM
177
Synergy Asset Management
Washington
$662K 15,705 -2,263 -13%
HCP
178
Holt Capital Partners
Texas
$640K 15,200 +400 +3%
Creative Planning
179
Creative Planning
Kansas
$598K 14,187 +1,254 +10%
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$582K 13,809 -162 -1%
MFG
181
Merit Financial Group
Georgia
$579K 13,911 -17,116 -55%
AWA
182
Arete Wealth Advisors
Illinois
$578K 13,715 +423 +3%
GF
183
Gries Financial
Ohio
$571K 13,548 +13,548 New
Empower Advisory Group
184
Empower Advisory Group
Colorado
$566K 13,434 +94 +0.7%
SPIA
185
Steward Partners Investment Advisory
New York
$563K 13,356 +1,839 +16%
AAS
186
Avantax Advisory Services
Texas
$562K 13,351 +4,168 +45%
CW
187
CreativeOne Wealth
Kansas
$561K 13,316 +13,316 New
SAM
188
Summit Asset Management
Tennessee
$561K 13,315 – –
IA
189
IFP Advisors
Florida
$551K 13,074 +1,720 +15%
FFN
190
Focus Financial Network
Minnesota
$549K 13,553 -74,736 -85%
WS
191
Wedbush Securities
California
$538K 12,770 +2,082 +19%
PRWA
192
Platte River Wealth Advisors
Colorado
$521K 12,356 +12,356 New
JIC
193
Joel Isaacson & Co
New York
$513K 12,180 +21 +0.2%
SW
194
SteelPeak Wealth
California
$512K 12,142 -1,288 -10%
MCC
195
Money Concepts Capital
Florida
$510K 12,114 -1,289 -10%
CWC
196
Carolinas Wealth Consulting
North Carolina
$510K 12,100 +12,100 New
KLCM
197
KG&L Capital Management
Louisiana
$509K 12,083 +2,420 +25%
EWA
198
EP Wealth Advisors
California
$496K 11,766 +7,595 +182%
PA
199
PFG Advisors
Arizona
$491K 11,654 +11,654 New
SIC
200
Samalin Investment Counsel
New York
$481K 11,414 -55 -0.5%
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