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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.

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

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$2.88M
2
UBS Group
UBS Group
Switzerland
$58M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$1.82M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.7M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$53.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
151
Moloney Securities Asset Management
Missouri
$202K +$202K +6,120 New
PWM
152
Perigon Wealth Management
California
$201K +$201K +6,080 New
CDIA
153
Capital Directions Investment Advisors
Georgia
$171K – – –
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$167K +$329 +10 +0.2%
GWM
155
Geneos Wealth Management
Colorado
$162K – – –
BAM
156
Belpointe Asset Management
Nevada
$148K -$11.9K -360 -7%
BWL
157
Bogart Wealth LLC
Virginia
$141K +$330 +10 +0.2%
NFSG
158
Newbridge Financial Services Group
Florida
$116K – – –
BFEC
159
Benjamin F. Edwards & Company
Missouri
$110K +$28K +850 +34%
WT
160
Washington Trust
Rhode Island
$109K – – –
GT
161
Glenmede Trust
Pennsylvania
$95K – – –
CAL
162
Capital Analysts LLC
Pennsylvania
$87K – – –
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$80K -$16.6K -500 -17%
AF
164
Affiance Financial
Minnesota
$74K – – –
TFS
165
TrustCore Financial Services
Tennessee
$52K – – –
AIC
166
Archer Investment Corporation
Indiana
$51.2K – – –
TCWA
167
Ten Capital Wealth Advisors
Washington
$50K – – –
APA
168
American Portfolios Advisors
New York
$48.5K +$28.7K +870 +145%
PMFA
169
Plante Moran Financial Advisors
Michigan
$45K – – –
BWM
170
Baystate Wealth Management
Massachusetts
$43K +$43K +1,290 New
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$34K – – –
JCM
172
Jacobi Capital Management
Pennsylvania
$31K +$4.29K +130 +16%
SBL
173
Sargent Bickham Lagudis
Colorado
$26K +$658 +20 +3%
GI
174
Gradient Investments
Minnesota
$25K – – –
CCM
175
Covington Capital Management
California
$23K +$12.6K +390 +122%
5 6
7
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