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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

181 hedge funds and large institutions have $992M invested in Invesco S&P 500 Top 50 ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 16 closing their positions.

Holders
181
Holders Change
+9
Holders Change %
+5.23%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
61
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$197M
2
QI
2
QS Investors
New York
$9.78M
3
UBS Group
3
UBS Group
Switzerland
$60.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$17.2M
5
TCA
5
Transcend Capital Advisors
New Jersey
$2.93M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$135M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$0
3
FWA
3
FOCUS Wealth Advisors
Texas
$333K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.88M
5
RJA
5
Raymond James & Associates
Florida
$5.99M
Name Market Value Shares Shares
Change 		Shares
Change %
KBFS
101
Kohmann Bosshard Financial Services
Ohio
$361K 11,090 – –
Creative Planning
102
Creative Planning
Kansas
$357K 10,960 -660 -6%
MSFS
103
Main Street Financial Solutions
Pennsylvania
$338K 10,400 – –
MFP
104
Meridian Financial Partners
Virginia
$337K 10,190 -320 -3%
FWA
105
FOCUS Wealth Advisors
Texas
$333K 10,230 -259,220 -96%
KLI
106
Kelman-Lazarov Inc
Tennessee
$325K 10,000 – –
FGAM
107
Financial Gravity Asset Management
Texas
$325K 110 +110 New
KA
108
Kovack Advisors
Florida
$318K 9,770 +740 +8%
BG
109
Benedetti & Gucer
Georgia
$306K 9,420 +2,210 +31%
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$296K 9,100 – –
MIA
111
MainStreet Investment Advisors
Illinois
$296K 9,100 – –
SMC
112
Smith, Moore & Co
Missouri
$288K 8,850 -1,000 -10%
Marshall Wace
113
Marshall Wace
United Kingdom
$287K 8,810 +8,810 New
EFS
114
Essex Financial Services
Connecticut
$286K 9,650 – –
MA
115
MONECO Advisors
Connecticut
$279K 8,570 +800 +10%
PFP
116
Pinnacle Financial Partners
Tennessee
$277K 8,500 – –
PWA
117
Pinnacle Wealth Advisors
Tennessee
$277K 8,500 +8,500 New
SIC
118
Samalin Investment Counsel
New York
$273K 8,380 -240 -3%
FAIM
119
Financial Advocates Investment Management
Washington
$266K 8,170 – –
SWA
120
Sutton Wealth Advisors
Florida
$265K 8,130 -350 -4%
GFPC
121
Global Financial Private Client
Florida
$262K 8,000 – –
ECM
122
Evergreen Capital Management
Washington
$261K 8,020 – –
5L
123
55I LLC
Massachusetts
$260K 7,990 +7,990 New
William Blair & Company
124
William Blair & Company
Illinois
$259K 7,950 – –
FSA
125
Financial Services Advisory
Maryland
$249K 7,640 -96,580 -93%
3 4
5
6 7