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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

158 hedge funds and large institutions have $840M invested in Invesco S&P 500 Top 50 ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+17
Holders Change %
+12.06%
% of All Funds
3.2%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
25
Increased
55
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$13.1M
2
LPL Financial
LPL Financial
California
$38.6M
3
Ameriprise
Ameriprise
Minnesota
$22.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$11.7M
5
GDP
Great Diamond Partners
Maine
$11.5M

Top Sellers

1
TC
Trilogy Capital
California
$0
2
Bank of America
Bank of America
North Carolina
$146M
3
IWM
IHT Wealth Management
Illinois
$632K
4
IMC Chicago
IMC Chicago
Illinois
$0
5
FSA
Financial Services Advisory
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Advisornet Financial
Minnesota
$1.72M -$93.3K -3,560 -5%
BCM
52
Brookstone Capital Management
Illinois
$1.71M +$1.71M +65,430 New
CS
53
Credit Suisse
Switzerland
$1.65M – – –
IFWM
54
Institute for Wealth Management
Colorado
$1.61M +$262 +10 +0%
MML Investors Services
55
MML Investors Services
Massachusetts
$1.54M +$779K +29,730 +102%
APW
56
Aurora Private Wealth
New Jersey
$1.46M +$616K +23,500 +73%
SWA
57
Stratos Wealth Advisors
Ohio
$1.4M +$158K +6,020 +13%
GVAG
58
Great Valley Advisor Group
Delaware
$1.33M +$371K +14,150 +39%
AWM
59
AE Wealth Management
Kansas
$1.24M +$959K +36,590 +347%
BAAM
60
Baker Avenue Asset Management
California
$1.22M -$4.71K -180 -0.4%
SPC
61
Sigma Planning Corp
Michigan
$1.17M +$271K +10,330 +30%
ACP
62
Aveo Capital Partners
Colorado
$1.16M +$1.16M +44,220 New
CWM
63
Cedar Wealth Management
California
$1.1M +$2.36K +90 +0.2%
TFS
64
Thoroughbred Financial Services
Tennessee
$1.07M +$200K +7,620 +23%
CGA
65
Crescent Grove Advisors
Illinois
$1.03M +$131K +5,000 +15%
AI
66
Atria Investments
North Carolina
$1.02M +$1.02M +38,970 New
NFG
67
Nations Financial Group
Iowa
$999K +$999K +38,150 New
GT
68
Greenleaf Trust
Michigan
$923K – – –
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$882K -$302K -11,540 -26%
MA
70
Mutual Advisors
Nebraska
$770K -$48.5K -1,850 -6%
HCP
71
Holt Capital Partners
Texas
$712K – – –
SS
72
Simplicity Solutions
Minnesota
$706K +$706K +26,960 New
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$701K – – –
KM
74
Kalos Management
Georgia
$671K -$16.9K -620 -2%
IWM
75
IHT Wealth Management
Illinois
$632K -$5.87M -224,060 -90%
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