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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.

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
1
Morgan Stanley
New York
$301M
2
LPL Financial
2
LPL Financial
California
$210M
3
Goldman Sachs
3
Goldman Sachs
New York
$35.3M
4
Ameriprise
4
Ameriprise
Minnesota
$103M
5
Bank of America
5
Bank of America
North Carolina
$136M

Top Sellers

1
WGCA
1
Wolf Group Capital Advisors
Virginia
$12.5M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$222M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$27.1M
4
MFG
4
Merit Financial Group
Georgia
$1.17M
5
AC
5
Avestar Capital
New York
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$301M 7,979,174 +4,900,150 +159%
Fisher Asset Management
2
Fisher Asset Management
Washington
$222M 5,881,124 -185,673 -3%
LPL Financial
3
LPL Financial
California
$210M 5,554,271 +956,257 +21%
Bank of America
4
Bank of America
North Carolina
$136M 3,613,883 +604,533 +20%
Ameriprise
5
Ameriprise
Minnesota
$103M 2,733,412 +815,389 +43%
Wells Fargo
6
Wells Fargo
California
$71.1M 1,885,749 +365,767 +24%
UBS Group
7
UBS Group
Switzerland
$66.6M 1,766,931 +243,950 +16%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$57.7M 1,530,308 -47,562 -3%
OCM
9
One Capital Management
California
$38.1M 1,009,400 -65,424 -6%
Goldman Sachs
10
Goldman Sachs
New York
$35.3M 934,951 +918,032 +5,426%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$32.4M 859,735 +371,543 +76%
Stifel Financial
12
Stifel Financial
Missouri
$31.9M 845,050 +466,733 +123%
GWSG
13
GPS Wealth Strategies Group
Colorado
$29.8M 789,818 +50,417 +7%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$29.3M 775,889 +506,244 +188%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$28.3M 749,606 +64,797 +9%
Osaic Holdings
16
Osaic Holdings
Arizona
$27.1M 719,498 -98,459 -12%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$22.3M 591,844 +91,649 +18%
RG
18
Retirement Group
California
$22M 583,650 +7,715 +1%
AF
19
Apexium Financial
Texas
$19.5M 517,847 -11,401 -2%
HighTower Advisors
20
HighTower Advisors
Illinois
$19.2M 508,292 +458,077 +912%
BHB
21
Bank Hapoalim BM
Israel
$17.7M 468,000 – –
PWP
22
Principle Wealth Partners
Connecticut
$16.7M 441,567 +243,554 +123%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$15.8M 419,000 -48,500 -10%
AC
24
Avestar Capital
New York
$14.9M 395,216 -86,018 -18%
AWM
25
AE Wealth Management
Kansas
$14.7M 374,363 +354,890 +1,822%
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