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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

167 hedge funds and large institutions have $929M invested in Invesco S&P 500 Top 50 ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
2.96%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
26
Increased
56
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26.4M
2
LPL Financial
LPL Financial
California
$55.6M
3
Fisher Asset Management
Fisher Asset Management
Washington
$146M
4
TC
Trilogy Capital
California
$8.65M
5
Ameriprise
Ameriprise
Minnesota
$31.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
Bank of America
Bank of America
North Carolina
$142M
3
GDP
Great Diamond Partners
Maine
$1.95M
4
EWP
Engrave Wealth Partners
Texas
$8.91M
5
AF
Apexium Financial
Texas
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
26
Johnson Investment Counsel
Ohio
$5.8M -$624K -21,870 -10%
PAG
27
Private Advisor Group
New Jersey
$5.58M -$747K -26,170 -12%
CF
28
Centaurus Financial
California
$5.53M +$690K +24,180 +14%
BCM
29
Brookstone Capital Management
Illinois
$5.14M +$3.27M +114,740 +175%
CA
30
Cetera Advisors
Colorado
$4.84M +$1.06M +37,120 +28%
FI
31
FormulaFolio Investments
Michigan
$4.59M +$4.59M +160,920 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.45M -$127K -4,460 -3%
KAS
33
Kestra Advisory Services
Texas
$4.21M +$504K +17,720 +14%
TIAM2
34
Tru Independence Asset Management 2
Oregon
$4.13M +$4.13M +144,710 New
CGA
35
Crescent Grove Advisors
Illinois
$4.04M +$2.92M +102,320 +261%
SAF
36
Smith Anglin Financial
Texas
$3.86M +$3.86M +135,460 New
FFN
37
Focus Financial Network
Minnesota
$3.78M +$150K +5,270 +4%
ACM
38
AlphaStar Capital Management
North Carolina
$3.46M +$194K +6,880 +6%
CWM
39
Cedar Wealth Management
California
$3.4M +$2.2M +77,100 +184%
SAM
40
SignalPoint Asset Management
Missouri
$3.32M -$60.5K -2,120 -2%
ML
41
McAdam LLC
Pennsylvania
$3.3M +$3M +105,340 +1,002%
D
42
Diversified
Delaware
$3.28M +$3.28M +125,090 New
LB
43
Leo Brokerage
Texas
$3.27M +$3.27M +114,780 New
RJFSA
44
Raymond James Financial Services Advisors
Florida
$2.97M -$782K -27,400 -21%
KA
45
Kovack Advisors
Florida
$2.72M +$120K +4,200 +5%
FTUS
46
Flow Traders U.S.
New York
$2.65M +$2.65M +92,840 New
MAG
47
MRA Advisory Group
New Jersey
$2.57M +$2.57M +90,010 New
MML Investors Services
48
MML Investors Services
Massachusetts
$2.55M +$875K +30,670 +52%
US Bancorp
49
US Bancorp
Minnesota
$2.53M +$2.01M +70,370 +387%
TRCT
50
Tower Research Capital (TRC)
New York
$2.21M -$52.2K -1,830 -2%
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