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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

93 hedge funds and large institutions have $261M invested in Invesco S&P 500 Top 50 ETF in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
25
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
Credit Suisse
Switzerland
$16.9M
2
Citadel Advisors
Citadel Advisors
Florida
$5.12M
3
RJA
Raymond James & Associates
Florida
$6.27M
4
Fisher Asset Management
Fisher Asset Management
Washington
$31.6M
5
UBS Group
UBS Group
Switzerland
$24.8M

Top Sellers

1
BCM
Barometer Capital Management
Ontario, Canada
$0
2
Goldman Sachs
Goldman Sachs
New York
$15.7M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$810K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.57M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
76
TrueWealth LLC
Georgia
$40K – – –
RWA
77
River Wealth Advisors
Pennsylvania
$31K – – –
LWA
78
Lowe Wealth Advisors
Maryland
$30K – – –
SWM
79
SeaCrest Wealth Management
New York
$25K – – –
IF
80
Ironwood Financial
Arizona
$20K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
WCM
82
WealthBridge Capital Management
Ohio
$18K +$18K +1,000 New
UBS AM
83
UBS AM
Illinois
$16.5K – – –
GI
84
Gradient Investments
Minnesota
$13K +$176 +10 +1%
JCM
85
Jacobi Capital Management
Pennsylvania
$11K – – –
BlackRock
86
BlackRock
New York
$9K -$2.47K -140 -22%
APA
87
American Portfolios Advisors
New York
$5.04K +$5.04K +280 New
SIS
88
Sound Income Strategies
Florida
$4K – – –
CFA
89
Carroll Financial Associates
North Carolina
$3K +$529 +30 +21%
NSG
90
Nalls Sherbakoff Group
Tennessee
$3K +$3K +150 New
CIAS
91
Capital Investment Advisory Services
North Carolina
$1K +$1K +50 New
GT
92
Glenmede Trust
Pennsylvania
$52 +$52 +2,900 New
BCM
93
Barometer Capital Management
Ontario, Canada
– -$6.71M -321,000 Closed
PP
94
Pension Partners
New York
– -$1.16M -55,240 Closed
CAS
95
Cue Advisory Services
Arizona
– -$382K -18,250 Closed
PAG
96
Private Advisor Group
New Jersey
– -$339K -16,200 Closed
MA
97
Mutual Advisors
Nebraska
– -$328K -15,670 Closed
LNC
98
Lincoln National Corp
Pennsylvania
– -$257K -12,270 Closed
TRCT
99
Tower Research Capital (TRC)
New York
– -$234K -11,180 Closed
Creative Planning
100
Creative Planning
Kansas
– -$231K -11,060 Closed
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