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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

212 hedge funds and large institutions have $1.34B invested in Invesco S&P 500 Top 50 ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-9
Holders Change %
-4.07%
% of All Funds
3.35%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
23
Increased
68
Reduced
67
Closed
29
Calls
–
Puts
$22.6M
Net Calls
-$22.6M
Net Calls Change
-$22.4M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$264M
2
PS
2
Portfolio Strategies
New York
$21.1M
3
LJAC
3
L.J. Altfest & Co
New York
$20.2M
4
LPL Financial
4
LPL Financial
California
$102M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$26.4M

Top Sellers

1
WGCA
1
Wolf Group Capital Advisors
Virginia
$14.7M
2
Bank of America
2
Bank of America
North Carolina
$131M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11M
4
D
4
Diversified
Delaware
$2.77M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$3.33M +$3.33M +94,860 New
VNB
52
Virginia National Bank
Virginia
$3.29M +$3.29M +93,690 New
SWA
53
Stratos Wealth Advisors
Ohio
$3.02M +$105K +2,990 +4%
GVAG
54
Great Valley Advisor Group
Delaware
$2.88M +$339K +9,640 +13%
FAIM
55
Financial Advocates Investment Management
Washington
$2.79M +$432K +12,300 +18%
D
56
Diversified
Delaware
$2.77M -$12.8M -363,880 -82%
WP
57
WealthSource Partners
California
$2.69M +$2.69M +76,560 New
TCA
58
Transcend Capital Advisors
New Jersey
$2.66M +$703 +20 +0%
KIA
59
KCM Investment Advisors
California
$2.52M – – –
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$2.35M +$2.35M +66,980 New
APW
61
Aurora Private Wealth
New Jersey
$2.31M -$351 -10 -0%
SAF
62
Smith Anglin Financial
Texas
$2.23M -$4.28M -121,750 -66%
IFWM
63
Institute for Wealth Management
Colorado
$2.19M +$352 +10 +0%
LFA
64
Laraway Financial Advisors
Minnesota
$2.07M -$7.03K -200 -0.3%
SPC
65
Sigma Planning Corp
Michigan
$2.06M -$2.57M -73,110 -56%
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.82M +$263K +7,480 +17%
HighTower Advisors
67
HighTower Advisors
Illinois
$1.81M +$38.6K +1,100 +2%
BAAM
68
Baker Avenue Asset Management
California
$1.72M +$115K +3,270 +7%
ZIMP
69
Zimmermann Investment Management & Planning
Pennsylvania
$1.7M -$60.1K -1,710 -3%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$1.62M +$1M +28,560 +163%
TFS
71
Thoroughbred Financial Services
Tennessee
$1.62M +$95.6K +2,720 +6%
US Bancorp
72
US Bancorp
Minnesota
$1.55M -$936K -26,630 -38%
NRI
73
NFP Retirement Inc
California
$1.5M +$167K +4,760 +13%
OIA
74
OneDigital Investment Advisors
Kansas
$1.47M -$18.6K -530 -1%
AF
75
Apexium Financial
Texas
$1.41M +$13.7K +370 +1%
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