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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

212 hedge funds and large institutions have $1.34B invested in Invesco S&P 500 Top 50 ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-9
Holders Change %
-4.07%
% of All Funds
3.35%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
23
Increased
68
Reduced
67
Closed
29
Calls
–
Puts
$22.6M
Net Calls
-$22.6M
Net Calls Change
-$22.4M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$264M
2
PS
Portfolio Strategies
New York
$21.1M
3
LJAC
L.J. Altfest & Co
New York
$20.2M
4
LPL Financial
LPL Financial
California
$102M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$26.4M

Top Sellers

1
WGCA
Wolf Group Capital Advisors
Virginia
$14.7M
2
Bank of America
Bank of America
North Carolina
$131M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11M
4
D
Diversified
Delaware
$2.77M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
151
Evergreen Capital Management
Washington
$282K – – –
GFPC
152
Global Financial Private Client
Florida
$281K – – –
FWA
153
FOCUS Wealth Advisors
Texas
$279K – – –
Fidelity Investments
154
Fidelity Investments
Massachusetts
$274K -$32.3K -920 -11%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$272K -$128K -3,650 -32%
DIA
156
Dana Investment Advisors
Wisconsin
$272K +$351 +10 +0.1%
NFSG
157
Newbridge Financial Services Group
Florida
$267K +$104K +2,950 +63%
RC
158
RegentAtlantic Capital
New Jersey
$263K +$352 +10 +0.1%
RL
159
Retireful LLC
Michigan
$263K +$263K +8,290 New
William Blair & Company
160
William Blair & Company
Illinois
$262K -$17.6K -500 -6%
IA
161
IFP Advisors
Florida
$261K -$286K -14,570 -52%
DAS
162
Dynamic Advisor Solutions
Arizona
$260K -$10.5M -299,200 -98%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$258K +$177K +5,030 +217%
VWA
164
V Wealth Advisors
Kansas
$254K – – –
CA
165
Carson Advisory
Georgia
$248K +$46.3K +1,320 +23%
BHWM
166
Bar Harbor Wealth Management
New Hampshire
$247K – – –
5L
167
55I LLC
Massachusetts
$231K -$145K -4,140 -39%
JPMPWA
168
J.P. Morgan Private Wealth Advisors
California
$228K – – –
CFG
169
Cooper Financial Group
California
$217K – – –
MSAM
170
Moloney Securities Asset Management
Missouri
$215K – – –
PWM
171
Perigon Wealth Management
California
$214K – – –
LWAC
172
Laurel Wealth Advisors (California)
California
$211K -$71.2K -2,020 -25%
CG
173
Caprock Group
Idaho
$201K – – –
CDIA
174
Capital Directions Investment Advisors
Georgia
$182K +$182K +5,170 New
BWL
175
Bogart Wealth LLC
Virginia
$169K +$18K +510 +12%
5 6
7
8 9