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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 %
CIA
176
Compass Ion Advisors
Pennsylvania
$1.66M +$648K +12,964 +64%
Brown Advisory
177
Brown Advisory
Maryland
$1.62M -$130K -2,597 -7%
DE
178
Diversified Enterprises
Delaware
$1.62M +$77.5K +1,551 +5%
EFG
179
Ethos Financial Group
Pennsylvania
$1.61M +$629K +12,598 +64%
EFG
180
Elios Financial Group
Ohio
$1.58M -$3.9K -78 -0.2%
USCWA
181
U.S. Capital Wealth Advisors
Texas
$1.57M +$636K +12,733 +68%
FI
182
FWG Investments
Kentucky
$1.56M +$218K +4,356 +16%
FIA
183
Foundations Investment Advisors
Arizona
$1.56M +$418K +8,374 +37%
MCA
184
Magnolia Capital Advisors
Mississippi
$1.55M – – –
AWM
185
Avior Wealth Management
Nebraska
$1.55M -$59.8K -1,201 -4%
EWA
186
EP Wealth Advisors
California
$1.52M +$740K +14,813 +95%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$1.52M +$190K +3,798 +14%
Truist Financial
188
Truist Financial
North Carolina
$1.48M +$21.3K +426 +1%
CWA
189
Capital Wealth Alliance
Arizona
$1.47M +$282K +5,653 +24%
ATPW
190
Ashton Thomas Private Wealth
Arizona
$1.44M +$1.44M +28,846 New
CCAL
191
City Center Advisors LLC
Michigan
$1.34M +$1.34M +26,866 New
NFSG
192
Newbridge Financial Services Group
Florida
$1.34M +$81.1K +1,624 +6%
MA
193
MONECO Advisors
Connecticut
$1.34M +$138K +2,770 +12%
PWM
194
Perigon Wealth Management
California
$1.31M +$822K +16,496 +168%
SFA
195
Sequoia Financial Advisors
Ohio
$1.29M +$2.2K +44 +0.2%
MA
196
Mutual Advisors
Nebraska
$1.29M -$287K -5,765 -18%
PA
197
PSI Advisors
Florida
$1.26M +$24.8K +497 +2%
WS
198
Wedbush Securities
California
$1.26M +$403K +8,065 +47%
US Bancorp
199
US Bancorp
Minnesota
$1.23M +$30.5K +610 +3%
BCI
200
Brinker Capital Investments
Pennsylvania
$1.23M +$254K +5,081 +26%
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