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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

158 hedge funds and large institutions have $840M invested in Invesco S&P 500 Top 50 ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 7 closing their positions.

Holders
158
Holders Change
+17
Holders Change %
+12.06%
% of All Funds
3.2%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
25
Increased
55
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$13.1M
2
LPL Financial
2
LPL Financial
California
$38.6M
3
Ameriprise
3
Ameriprise
Minnesota
$22.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.7M
5
GDP
5
Great Diamond Partners
Maine
$11.5M

Top Sellers

1
TC
1
Trilogy Capital
California
$0
2
Bank of America
2
Bank of America
North Carolina
$146M
3
IWM
3
IHT Wealth Management
Illinois
$632K
4
IMC Chicago
4
IMC Chicago
Illinois
$0
5
FSA
5
Financial Services Advisory
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$146M 558,966 -33,365 -6%
Fisher Asset Management
2
Fisher Asset Management
Washington
$123M 468,390 +15,814 +3%
UBS Group
3
UBS Group
Switzerland
$57.9M 221,191 +20,270 +10%
Morgan Stanley
4
Morgan Stanley
New York
$44.7M 170,463 +6,677 +4%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$43.5M 165,987 +1,223 +0.7%
LPL Financial
6
LPL Financial
California
$38.6M 147,469 +47,734 +48%
Goldman Sachs
7
Goldman Sachs
New York
$36.2M 138,265 – –
RWP
8
Reliant Wealth Planning
Kentucky
$28.8M 109,787 +915 +0.8%
Ameriprise
9
Ameriprise
Minnesota
$22.2M 84,720 +43,479 +105%
Wells Fargo
10
Wells Fargo
California
$18.1M 69,223 +5,194 +8%
JWM
11
Jackson Wealth Management
Florida
$15.6M 59,453 -1,561 -3%
EWP
12
Engrave Wealth Partners
Texas
$14.9M 57,256 +2,812 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.2M 50,399 -5,537 -10%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$13.1M 50,188 +50,188 New
WGCA
15
Wolf Group Capital Advisors
Virginia
$11.8M 45,150 +970 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$11.7M 44,800 +25,833 +136%
RG
17
Retirement Group
California
$11.7M 44,586 -912 -2%
GDP
18
Great Diamond Partners
Maine
$11.5M 43,845 +25,464 +139%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$10.6M 40,619 +12,933 +47%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$7.65M 29,212 -471 -2%
RJA
21
Raymond James & Associates
Florida
$6.87M 26,209 +7,677 +41%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$6.74M 25,739 +12,588 +96%
AF
23
Apexium Financial
Texas
$6.22M 23,973 +17,870 +293%
JIC
24
Johnson Investment Counsel
Ohio
$5.9M 22,514 -1,464 -6%
PAG
25
Private Advisor Group
New Jersey
$5.81M 22,183 +3,448 +18%
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