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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 %
APA
151
American Portfolios Advisors
New York
$23.1K -$158K -5,550 -87%
PWPS
152
Pinnacle Wealth Planning Services
Ohio
$23K +$23K +820 New
JCM
153
Jacobi Capital Management
Pennsylvania
$21K +$4.2K +150 +25%
SIAG
154
Safeguard Investment Advisory Group
California
$21K +$21K +730 New
GI
155
Gradient Investments
Minnesota
$20K – – –
VFA
156
Valeo Financial Advisors
Indiana
$17K – – –
SBL
157
Sargent Bickham Lagudis
Colorado
$17K +$1.7K +60 +11%
AWA
158
Arkadios Wealth Advisors
Georgia
$15K +$6.82K +250 +83%
WCAMG
159
Woodard & Company Asset Management Group
North Carolina
$13K -$653K -22,590 -98%
TWM
160
Tradition Wealth Management
Minnesota
$11K +$11K +390 New
CFGS
161
Concourse Financial Group Securities
Alabama
$10K – – –
CIA
162
Choate Investment Advisors
Massachusetts
$10K – – –
PO
163
Private Ocean
California
$6K – – –
CFA
164
Carroll Financial Associates
North Carolina
$5K – – –
BlackRock
165
BlackRock
New York
$2K – – –
IF
166
Ironwood Financial
Arizona
$2K – – –
ME
167
McIlrath & Eck
Washington
$2K – – –
EW
168
Element Wealth
Mississippi
$1K – – –
Goldman Sachs
169
Goldman Sachs
New York
– -$36.2M -1,382,650 Closed
SL
170
Systelligence LLC
Minnesota
– -$4.5M -171,950 Closed
PFA
171
Pinnacle Family Advisors
Missouri
– -$3.24M -123,670 Closed
WHG
172
Westwood Holdings Group
Texas
– -$1.74M -66,530 Closed
ACP
173
Aveo Capital Partners
Colorado
– -$1.16M -44,220 Closed
SS
174
Simplicity Solutions
Minnesota
– -$706K -26,960 Closed
SAG
175
Spotlight Asset Group
Illinois
– -$590K -22,530 Closed
4 5 6
7
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