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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

91 hedge funds and large institutions have $301M invested in Invesco S&P 500 Top 50 ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
23
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$23.1M
2
DFIG
Dragon Financial & Investment Group
California
$11.9M
3
BCM
Barometer Capital Management
Ontario, Canada
$6.71M
4
JIC
Johnson Investment Counsel
Ohio
$6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$3.79M

Top Sellers

1
CA
Cumberland Advisors
Florida
$0
2
Fisher Asset Management
Fisher Asset Management
Washington
$33.5M
3
PRS
Pinkerton Retirement Specialists
Idaho
$40K
4
PFA
Pinnacle Family Advisors
Missouri
$0
5
FIM
Freedom Investment Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
76
River Wealth Advisors
Pennsylvania
$36K – – –
LWA
77
Lowe Wealth Advisors
Maryland
$35K – – –
APP
78
Avantax Planning Partners
Iowa
$35K +$35K +1,670 New
GWM
79
Geneos Wealth Management
Colorado
$34K – – –
SWM
80
SeaCrest Wealth Management
New York
$29K – – –
IF
81
Ironwood Financial
Arizona
$23K – – –
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
UBS AM
83
UBS AM
Illinois
$19.2K – – –
GI
84
Gradient Investments
Minnesota
$15K – – –
BlackRock
85
BlackRock
New York
$14K – – –
JCM
86
Jacobi Capital Management
Pennsylvania
$13K – – –
TC
87
Truvestments Capital
Florida
$9K +$9K +450 New
SWP
88
Stratos Wealth Partners
Ohio
$8K +$8K +400 New
SIS
89
Sound Income Strategies
Florida
$5K +$4.35K +200 +667%
CFA
90
Carroll Financial Associates
North Carolina
$2K – – –
CA
91
Cumberland Advisors
Florida
– -$12.8M -664,700 Closed
PFA
92
Pinnacle Family Advisors
Missouri
– -$1.64M -84,930 Closed
FIM
93
Freedom Investment Management
Connecticut
– -$1.3M -67,570 Closed
AGA
94
Accuvest Global Advisors
Utah
– -$1.05M -54,500 Closed
OC
95
Oppenheimer & Co
New York
– -$721K -37,410 Closed
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
– -$234K -12,120 Closed
HH
97
Hilltop Holdings
Texas
– -$219K -11,380 Closed
KM
98
Kalos Management
Georgia
– -$206K -10,140 Closed
BCA
99
Bay Colony Advisors
Massachusetts
– -$71K -3,710 Closed
SEI Investments
100
SEI Investments
Pennsylvania
– -$67K -3,490 Closed
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