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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 %
Creative Planning
101
Creative Planning
Kansas
$337K +$27.4K +960 +9%
SC
102
Soundwatch Capital
Connecticut
$326K -$76.7K -2,690 -19%
MFP
103
Meridian Financial Partners
Virginia
$323K -$45.9K -1,580 -12%
KBFS
104
Kohmann Bosshard Financial Services
Ohio
$316K – – –
Cerity Partners
105
Cerity Partners
New York
$308K – – –
SMC
106
Smith, Moore & Co
Missouri
$292K -$2.85K -100 -1%
MSFS
107
Main Street Financial Solutions
Pennsylvania
$292K +$292K +10,230 New
KLI
108
Kelman-Lazarov Inc
Tennessee
$285K – – –
RCA
109
Reitz Capital Advisors
Michigan
$282K – – –
GWM
110
Geneos Wealth Management
Colorado
$282K +$236K +10,700 +510%
EFS
111
Essex Financial Services
Connecticut
$275K +$275K +9,650 New
NL
112
NVWM LLC
Pennsylvania
$274K -$7.43K -260 -3%
MIA
113
MainStreet Investment Advisors
Illinois
$260K – – –
MPWT
114
MassMutual Private Wealth & Trust
Connecticut
$260K – – –
HAS
115
HBW Advisory Services
California
$258K +$258K +9,060 New
JPMPWA
116
J.P. Morgan Private Wealth Advisors
California
$255K +$255K +8,940 New
FAIM
117
Financial Advocates Investment Management
Washington
$250K – – –
PFP
118
Pinnacle Financial Partners
Tennessee
$242K – – –
SWA
119
Sutton Wealth Advisors
Florida
$242K – – –
DC
120
Davenport & Co
Virginia
$234K +$9.7K +340 +4%
ECM
121
Evergreen Capital Management
Washington
$229K – – –
GFPC
122
Global Financial Private Client
Florida
$228K – – –
William Blair & Company
123
William Blair & Company
Illinois
$227K – – –
MA
124
MONECO Advisors
Connecticut
$225K +$225K +7,870 New
ABC
125
Associated Banc-Corp
Wisconsin
$209K -$10.9K -380 -5%
3 4
5
6 7