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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

109 hedge funds and large institutions have $310M invested in Invesco S&P 500 Top 50 ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+16
Holders Change %
+17.2%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
26
Increased
19
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MF
Manchester Financial
California
$19.2M
2
AIP
Almanack Investment Partners
Pennsylvania
$6.75M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.93M
4
PRS
Pinkerton Retirement Specialists
Idaho
$3.22M
5
Fisher Asset Management
Fisher Asset Management
Washington
$38.5M

Top Sellers

1
CS
Credit Suisse
Switzerland
$11.4M
2
Bank of America
Bank of America
North Carolina
$45.2M
3
Morgan Stanley
Morgan Stanley
New York
$28.4M
4
UBS Group
UBS Group
Switzerland
$25.1M
5
Citadel Advisors
Citadel Advisors
Florida
$2.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$329K -$672K -33,080 -67%
NFG
52
Next Financial Group
Texas
$321K – – –
NFH
53
NEXT Financial Holdings
Texas
$321K +$321K +15,830 New
RWA
54
Ropes Wealth Advisors
Massachusetts
$304K – – –
SAM
55
Summit Asset Management
Tennessee
$295K – – –
MPWT
56
MassMutual Private Wealth & Trust
Connecticut
$290K – – –
PFA
57
Pinnacle Family Advisors
Missouri
$290K +$290K +14,290 New
NL
58
NVWM LLC
Pennsylvania
$285K +$5.89K +290 +2%
KBFS
59
Kohmann Bosshard Financial Services
Ohio
$284K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$283K – – –
CFG
61
Cooper Financial Group
California
$273K +$273K +13,460 New
MA
62
Mutual Advisors
Nebraska
$265K +$265K +13,050 New
PA
63
PFG Advisors
Arizona
$260K +$7.64K +360 +3%
AF
64
Advisornet Financial
Minnesota
$252K -$2.64K -130 -1%
US Bancorp
65
US Bancorp
Minnesota
$245K +$9.13K +450 +4%
JIC
66
Joel Isaacson & Co
New York
$244K – – –
FAIM
67
Financial Advocates Investment Management
Washington
$224K -$10.1K -500 -4%
Cerity Partners
68
Cerity Partners
New York
$219K +$219K +10,790 New
Creative Planning
69
Creative Planning
Kansas
$211K +$211K +10,410 New
BTS
70
BB&T Securities
Virginia
$211K +$211K +10,420 New
SWA
71
Sutton Wealth Advisors
Florida
$204K – – –
KLI
72
Kelman-Lazarov Inc
Tennessee
$203K -$40.6K -2,000 -17%
BPC
73
Banque Pictet & Cie
Switzerland
$203K +$203K +10,000 New
CA
74
Cetera Advisors
Colorado
$201K +$201K +9,960 New
William Blair & Company
75
William Blair & Company
Illinois
$182K – – –
1 2
3
4 5