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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

192 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 Top 50 ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
25
Increased
76
Reduced
43
Closed
10
Calls
$200K
Puts
–
Net Calls
+$200K
Net Calls Change
+$200K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$213M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$21.5M
3
Ameriprise
3
Ameriprise
Minnesota
$60M
4
Franklin Resources
4
Franklin Resources
California
$10M
5
TIAM2
5
Tru Independence Asset Management 2
Oregon
$11.8M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$2.88M
2
UBS Group
2
UBS Group
Switzerland
$58M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$1.82M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.7M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$53.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
101
Lincoln National Corp
Pennsylvania
$493K +$330 +10 +0.1%
5L
102
55I LLC
Massachusetts
$487K +$223K +6,760 +85%
MAFM
103
Mid Atlantic Financial Management
Pennsylvania
$485K +$1.65K +50 +0.3%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$453K -$21.1K -640 -4%
OC
105
Oppenheimer & Co
New York
$447K -$661 -20 -0.1%
SAM
106
Summit Asset Management
Tennessee
$446K – – –
SC
107
Savant Capital
Illinois
$438K -$56.7K -1,720 -11%
FIM
108
Freedom Investment Management
Connecticut
$433K -$10.9K -330 -2%
SPIA
109
Steward Partners Investment Advisory
New York
$424K -$159K -4,830 -27%
BAS
110
Brown Advisory Securities
Maryland
$408K – – –
MA
111
MONECO Advisors
Connecticut
$408K +$125K +3,800 +44%
Creative Planning
112
Creative Planning
Kansas
$388K +$26.4K +800 +7%
BOPW
113
Brandywine Oak Private Wealth
Pennsylvania
$381K – – –
KBFS
114
Kohmann Bosshard Financial Services
Ohio
$366K – – –
SC
115
Soundwatch Capital
Connecticut
$360K +$360K +10,900 New
MFP
116
Meridian Financial Partners
Virginia
$356K +$15.1K +450 +4%
KA
117
Kovack Advisors
Florida
$353K +$30.7K +930 +10%
MSFS
118
Main Street Financial Solutions
Pennsylvania
$343K – – –
EH
119
Equitable Holdings
New York
$337K -$140K -4,250 -29%
GSIS
120
Global Strategic Investment Solutions
Arizona
$330K -$339K -10,280 -51%
KLI
121
Kelman-Lazarov Inc
Tennessee
$330K – – –
FGAM
122
Financial Gravity Asset Management
Texas
$330K – – –
BG
123
Benedetti & Gucer
Georgia
$319K +$8.89K +270 +3%
EFS
124
Essex Financial Services
Connecticut
$316K -$2.64K -80 -0.8%
IC
125
IEQ Capital
California
$316K +$71.3K +2,160 +29%
3 4
5
6 7