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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

89 hedge funds and large institutions have $263M invested in Invesco S&P 500 Top 50 ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
18
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cumberland Advisors
Florida
+$5.97M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$2.65M
3
WGCA
Wolf Group Capital Advisors
Virginia
+$2.56M
4
GWS
Glassman Wealth Services
Virginia
+$1.32M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.7M
2
DFIG
Dragon Financial & Investment Group
California
-$11.9M
3
CS
Credit Suisse
Switzerland
-$8.19M
4
Jane Street
Jane Street
New York
-$4.42M
5
Bank of America
Bank of America
North Carolina
-$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
76
River Wealth Advisors
Pennsylvania
$34K +$34K +1,740 New
LWA
77
Lowe Wealth Advisors
Maryland
$33K – – –
GWM
78
Geneos Wealth Management
Colorado
$31K +$31K +1,650 New
SWM
79
SeaCrest Wealth Management
New York
$27K – – –
IF
80
Ironwood Financial
Arizona
$21K +$21K +1,100 New
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
UBS AM
82
UBS AM
Illinois
$17.7K – – –
GI
83
Gradient Investments
Minnesota
$14K – – –
BlackRock
84
BlackRock
New York
$13K – – –
JCM
85
Jacobi Capital Management
Pennsylvania
$12K – – –
AF
86
Allworth Financial
California
$4K +$4K +230 New
CFA
87
Carroll Financial Associates
North Carolina
$2K – – –
SIS
88
Sound Income Strategies
Florida
$1K -$6K -180 -86%
DFIG
89
Dragon Financial & Investment Group
California
– -$11.9M -639,200 Closed
QI
90
QS Investors
New York
– -$1.55M -83,020 Closed
WA
91
WESPAC Advisors
California
– -$602K -32,260 Closed
Citadel Advisors
92
Citadel Advisors
Florida
– -$555K -29,720 Closed
ACM
93
AlphaStar Capital Management
North Carolina
– -$429K -22,980 Closed
SC
94
Savant Capital
Illinois
– -$280K -15,000 Closed
PAG
95
Private Advisor Group
New Jersey
– -$220K -11,800 Closed
PWM
96
Perigon Wealth Management
California
– -$114K -6,080 Closed
IWM
97
IHT Wealth Management
Illinois
– -$102K -5,590 Closed
VC
98
Vestor Capital
Illinois
– -$93K -5,000 Closed
CDIA
99
Capital Directions Investment Advisors
Georgia
– -$84K -4,520 Closed
PCG
100
Private Capital Group
Connecticut
– -$59K -3,140 Closed
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