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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

221 hedge funds and large institutions have $1.26B invested in Invesco S&P 500 Top 50 ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
33
Increased
89
Reduced
52
Closed
20
Calls
$944K
Puts
$1.32M
Net Calls
-$374K
Net Calls Change
-$4.66M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$128M
2
OCM
2
One Capital Management
California
$36.3M
3
AC
3
Avestar Capital
New York
$19.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$88.3M
5
Bank of America
5
Bank of America
North Carolina
$88.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$28.6M
2
VF
2
VitalStone Financial
Texas
$1.36M
3
MCC
3
Money Concepts Capital
Florida
$493K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.7M
5
UBS Group
5
UBS Group
Switzerland
$53.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$211M 604,458 +32,139 +6%
LPL Financial
2
LPL Financial
California
$128M 366,659 +100,023 +38%
Bank of America
3
Bank of America
North Carolina
$88.6M 253,265 +34,808 +16%
Morgan Stanley
4
Morgan Stanley
New York
$88.3M 252,393 +36,910 +17%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$55.3M 158,122 +27,689 +21%
UBS Group
6
UBS Group
Switzerland
$53.3M 152,448 -10,488 -6%
Wells Fargo
7
Wells Fargo
California
$45.1M 128,900 +1,791 +1%
OCM
8
One Capital Management
California
$36.3M 103,728 +97,743 +1,633%
Ameriprise
9
Ameriprise
Minnesota
$28.6M 81,650 -91,060 -53%
GWSG
10
GPS Wealth Strategies Group
Colorado
$25.4M 72,584 +2,578 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$21.7M 62,145 -13,919 -18%
AC
12
Avestar Capital
New York
$19.9M 56,877 +56,877 New
AF
13
Apexium Financial
Texas
$19.3M 55,147 +1,414 +3%
RG
14
Retirement Group
California
$19.2M 54,981 +886 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$19M 54,317 +1,100 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$18M 51,584 +2,606 +5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$14.1M 40,417 +3,655 +10%
Stifel Financial
18
Stifel Financial
Missouri
$12.7M 36,311 +18,911 +109%
WGCA
19
Wolf Group Capital Advisors
Virginia
$12M 35,784 -1,029 -3%
RJA
20
Raymond James & Associates
Florida
$11.5M 32,768 +11,202 +52%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$10.4M 29,649 +4,299 +17%
PP
22
Pegasus Partners
Wisconsin
$10.2M 29,283 -1,022 -3%
WP
23
WealthSource Partners
California
$9.38M 26,829 +291 +1%
SWM
24
Segment Wealth Management
Texas
$8.88M 25,380 -477 -2%
AWM
25
AE Wealth Management
Kansas
$8.7M 24,871 +21,987 +762%
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