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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 %
LPL Financial
1
LPL Financial
California
$286M 6,788,772 +1,234,501 +22%
Fisher Asset Management
2
Fisher Asset Management
Washington
$239M 5,676,289 -204,835 -3%
Morgan Stanley
3
Morgan Stanley
New York
$172M 4,093,179 -3,885,995 -49%
Bank of America
4
Bank of America
North Carolina
$151M 3,574,679 -39,204 -1%
Ameriprise
5
Ameriprise
Minnesota
$122M 2,836,342 +102,930 +4%
Wells Fargo
6
Wells Fargo
California
$104M 2,458,583 +572,834 +30%
UBS Group
7
UBS Group
Switzerland
$84.3M 2,002,012 +235,081 +13%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$63.7M 1,510,848 -19,460 -1%
Goldman Sachs
9
Goldman Sachs
New York
$54.2M 1,287,506 +352,555 +38%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$53.7M 1,274,922 +525,316 +70%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$45.6M 1,082,080 +222,345 +26%
Stifel Financial
12
Stifel Financial
Missouri
$44.9M 1,066,833 +221,783 +26%
JFGIW
13
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.5M 1,033,253 +1,033,253 New
OCM
14
One Capital Management
California
$41.5M 984,089 -25,311 -3%
GWSG
15
GPS Wealth Strategies Group
Colorado
$36.5M 867,229 +77,411 +10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$30.5M 724,253 +132,409 +22%
PWP
17
Principle Wealth Partners
Connecticut
$29.6M 703,569 +262,002 +59%
Osaic Holdings
18
Osaic Holdings
Arizona
$29.6M 703,629 -15,869 -2%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$29M 688,431 -87,458 -11%
HighTower Advisors
20
HighTower Advisors
Illinois
$28.7M 682,547 +174,255 +34%
RG
21
Retirement Group
California
$24.7M 585,264 +1,614 +0.3%
AF
22
Apexium Financial
Texas
$22.3M 528,145 +10,298 +2%
QFA
23
Quattro Financial Advisors
Texas
$20.1M 478,028 +478,028 New
BHB
24
Bank Hapoalim BM
Israel
$19.7M 468,000 – –
RJA
25
Raymond James & Associates
Florida
$18.9M 447,521 +77,322 +21%
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