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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

210 hedge funds and large institutions have $1.05B invested in Invesco S&P 500 Top 50 ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.55%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
23
Increased
53
Reduced
79
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$237M
2
UBS Group
UBS Group
Switzerland
$77.4M
3
GWSG
GPS Wealth Strategies Group
Colorado
$20.3M
4
WP
WealthSource Partners
California
$10.9M
5
ACA
Aspire Capital Advisors
Washington
$4.32M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$69.3M
2
Ameriprise
Ameriprise
Minnesota
$39.8M
3
LJAC
L.J. Altfest & Co
New York
$359K
4
RJFSA
Raymond James Financial Services Advisors
Florida
$8.72M
5
Wells Fargo
Wells Fargo
California
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
201
NVWM LLC
Pennsylvania
$10K – – –
PA
202
Parallel Advisors
California
$8K – – –
SCA
203
Stuart Chaussee & Associates
California
$7K +$7K +230 New
WBC
204
West Branch Capital
Massachusetts
$5K – – –
ACA
205
Aptus Capital Advisors
Alabama
$4K – – –
CPFP
206
Clear Perspectives Financial Planning
Ohio
$4K +$4K +150 New
FGAM
207
Financial Gravity Asset Management
Texas
$2.95K -$659 -4,480 -18%
MA
208
Montag & Associates
Georgia
$1K – – –
EW
209
Element Wealth
Mississippi
$1K – – –
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$30 -$21 -710 -42%
IMC Chicago
211
IMC Chicago
Illinois
– -$8.08M -229,830 Closed
FSA
212
Financial Services Advisory
Maryland
– -$3.79M -107,880 Closed
AI
213
Atria Investments
North Carolina
– -$1.2M -34,150 Closed
ACM
214
AlphaStar Capital Management
North Carolina
– -$846K -24,080 Closed
SOS
215
Silver Oak Securities
Tennessee
– -$759K -21,950 Closed
FWA
216
FSC Wealth Advisors
New York
– -$714K -20,310 Closed
GM
217
GeoWealth Management
Illinois
– -$501K -14,250 Closed
KA
218
Kovack Advisors
Florida
– -$477K -13,600 Closed
BAS
219
Brown Advisory Securities
Maryland
– -$339K -9,620 Closed
AWM
220
Axxcess Wealth Management
California
– -$332K -9,450 Closed
RL
221
Retireful LLC
Michigan
– -$263K -8,290 Closed
MHS
222
M Holdings Securities
Oregon
– -$289K -8,230 Closed
AWS
223
Atria Wealth Solutions
New York
– -$286K -8,150 Closed
DAS
224
Dynamic Advisor Solutions
Arizona
– -$260K -7,410 Closed
BHWM
225
Bar Harbor Wealth Management
New Hampshire
– -$247K -7,030 Closed
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