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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.

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
1
Demars Financial Group
Washington
$569M
2
Raymond James Financial
2
Raymond James Financial
Florida
$113M
3
LPL Financial
3
LPL Financial
California
$488M
4
Morgan Stanley
4
Morgan Stanley
New York
$348M
5
Invesco
5
Invesco
Georgia
$53.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$201M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$248M
3
CAP
3
Columbia Advisory Partners
Washington
$2.13M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$62.4M
5
JFGIW
5
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84.4M
Name Market Value Shares Shares
Change 		Shares
Change %
DFG
1
Demars Financial Group
Washington
$569M 28,403,144 +27,932,132 +5,930%
LPL Financial
2
LPL Financial
California
$488M 9,775,057 +1,795,590 +23%
Morgan Stanley
3
Morgan Stanley
New York
$348M 6,970,411 +1,286,326 +23%
Fisher Asset Management
4
Fisher Asset Management
Washington
$248M 4,961,552 -244,431 -5%
Bank of America
5
Bank of America
North Carolina
$201M 4,032,173 -847,529 -17%
Wells Fargo
6
Wells Fargo
California
$171M 3,425,397 +339,940 +11%
Ameriprise
7
Ameriprise
Minnesota
$135M 2,701,621 +29,332 +1%
UBS Group
8
UBS Group
Switzerland
$125M 2,493,230 +79,066 +3%
Raymond James Financial
9
Raymond James Financial
Florida
$113M 2,253,626 +2,253,626 New
JFGIW
10
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84.4M 1,662,671 -71,224 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$62.4M 1,249,612 -107,967 -8%
Lido Advisors
12
Lido Advisors
California
$60.5M 1,210,845 +411,032 +51%
GWSG
13
GPS Wealth Strategies Group
Colorado
$58.7M 1,174,985 +89,392 +8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$57.5M 1,150,999 +9,757 +0.9%
Osaic Holdings
15
Osaic Holdings
Arizona
$56.9M 1,139,420 +193,399 +20%
Goldman Sachs
16
Goldman Sachs
New York
$55.1M 1,102,999 +651,109 +144%
PWP
17
Principle Wealth Partners
Connecticut
$54.6M 1,092,153 +112,147 +11%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$54.4M 1,088,412 +313,700 +40%
Invesco
19
Invesco
Georgia
$53.7M 1,074,927 +1,074,927 New
Two Sigma Investments
20
Two Sigma Investments
New York
$53.2M 1,065,550 +345,350 +48%
Stifel Financial
21
Stifel Financial
Missouri
$50.4M 1,008,070 +66,640 +7%
CA
22
Clearstead Advisors
Ohio
$49M 979,908 -16,201 -2%
OCM
23
One Capital Management
California
$48.2M 964,964 -14,174 -1%
HighTower Advisors
24
HighTower Advisors
Illinois
$47.5M 951,487 +26,166 +3%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$41.8M 837,756 +27,278 +3%
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