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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

411 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Top 50 ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 120 reducing their positions, and 26 closing their positions.

Holders
411
Holders Change
+30
Holders Change %
+7.87%
% of All Funds
5.95%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
59
Increased
172
Reduced
120
Closed
26
Calls
$1.88M
Puts
$1.38M
Net Calls
+$504K
Net Calls Change
+$413K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$232M
2
Lido Advisors
2
Lido Advisors
California
$38M
3
LPL Financial
3
LPL Financial
California
$379M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$34.2M
5
Wells Fargo
5
Wells Fargo
California
$147M

Top Sellers

1
WGCA
1
Wolf Group Capital Advisors
Virginia
$12.5M
2
CA
2
Clearstead Advisors
Ohio
$47.3M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$18.6M
4
BC
4
Bricktown Capital
Michigan
$13.5M
5
Ameriprise
5
Ameriprise
Minnesota
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$379M 7,979,467 +741,770 +10%
Morgan Stanley
2
Morgan Stanley
New York
$270M 5,684,085 +383,521 +7%
Fisher Asset Management
3
Fisher Asset Management
Washington
$247M 5,205,983 -188,490 -3%
Bank of America
4
Bank of America
North Carolina
$232M 4,879,702 +989,096 +25%
Wells Fargo
5
Wells Fargo
California
$147M 3,085,457 +438,463 +17%
Ameriprise
6
Ameriprise
Minnesota
$127M 2,672,289 -203,086 -7%
UBS Group
7
UBS Group
Switzerland
$115M 2,414,164 +13,616 +0.6%
JFGIW
8
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82.4M 1,733,895 +212,607 +14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$64.5M 1,357,579 +42,093 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$63.7M 1,340,500 +35,119 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$54.2M 1,141,242 +265,964 +30%
GWSG
12
GPS Wealth Strategies Group
Colorado
$51.6M 1,085,593 +157,699 +17%
CA
13
Clearstead Advisors
Ohio
$47.3M 996,109 -478,519 -32%
PWP
14
Principle Wealth Partners
Connecticut
$46.6M 980,006 +158,478 +19%
OCM
15
One Capital Management
California
$46.5M 979,138 -3,291 -0.3%
Osaic Holdings
16
Osaic Holdings
Arizona
$45M 946,021 +111,791 +13%
Stifel Financial
17
Stifel Financial
Missouri
$44.7M 941,430 -69,047 -7%
HighTower Advisors
18
HighTower Advisors
Illinois
$44M 925,321 +200,879 +28%
RJA
19
Raymond James & Associates
Florida
$38.8M 816,880 +335,532 +70%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$38.5M 810,478 +146,219 +22%
Lido Advisors
21
Lido Advisors
California
$38M 799,813 +799,813 New
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$36.8M 774,712 +173,566 +29%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$34.4M 723,678 +24,527 +4%
Two Sigma Investments
24
Two Sigma Investments
New York
$34.2M 720,200 +610,900 +559%
PAG
25
Private Advisor Group
New Jersey
$33.3M 699,786 +83,309 +14%
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