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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

167 hedge funds and large institutions have $929M invested in Invesco S&P 500 Top 50 ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
2.96%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
26
Increased
56
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26.4M
2
LPL Financial
LPL Financial
California
$55.6M
3
Fisher Asset Management
Fisher Asset Management
Washington
$146M
4
TC
Trilogy Capital
California
$8.65M
5
Ameriprise
Ameriprise
Minnesota
$31.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
Bank of America
Bank of America
North Carolina
$142M
3
GDP
Great Diamond Partners
Maine
$1.95M
4
EWP
Engrave Wealth Partners
Texas
$8.91M
5
AF
Apexium Financial
Texas
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
76
Nations Financial Group
Iowa
$1M -$86.1K -3,020 -8%
MA
77
Mutual Advisors
Nebraska
$777K -$61.3K -2,150 -7%
HCP
78
Holt Capital Partners
Texas
$776K – – –
KM
79
Kalos Management
Georgia
$676K -$25.7K -900 -4%
NRI
80
NFP Retirement Inc
California
$648K +$124K +4,360 +24%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$646K -$33.4K -1,170 -5%
Citigroup
82
Citigroup
New York
$631K +$26.8K +940 +4%
AWM
83
AE Wealth Management
Kansas
$614K -$731K -25,620 -54%
WIA
84
World Investment Advisors
California
$589K +$299 +10 +0.1%
NFP
85
Novak Financial Planning
Maryland
$588K +$588K +20,610 New
GSIS
86
Global Strategic Investment Solutions
Arizona
$579K – – –
BOPW
87
Brandywine Oak Private Wealth
Pennsylvania
$542K – – –
IWM
88
IHT Wealth Management
Illinois
$518K -$171K -5,990 -25%
NSIM
89
North Star Investment Management
Illinois
$508K +$99.7K +3,490 +24%
SPIA
90
Steward Partners Investment Advisory
New York
$504K +$1.43K +50 +0.3%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$478K +$24.2K +850 +5%
EH
92
Equitable Holdings
New York
$472K – – –
LNC
93
Lincoln National Corp
Pennsylvania
$467K +$570 +20 +0.1%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$464K +$81.8K +2,870 +21%
SC
95
Savant Capital
Illinois
$428K – – –
OC
96
Oppenheimer & Co
New York
$423K +$14.8K +520 +4%
SAM
97
Summit Asset Management
Tennessee
$385K – – –
BAS
98
Brown Advisory Securities
Maryland
$380K -$79.3K -2,780 -17%
CWA
99
Capital Wealth Alliance
Arizona
$359K -$2.33K -80 -0.6%
MAFM
100
Mid Atlantic Financial Management
Pennsylvania
$340K +$28.5K +1,000 +9%
2 3
4
5 6