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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

181 hedge funds and large institutions have $992M invested in Invesco S&P 500 Top 50 ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 16 closing their positions.

Holders
181
Holders Change
+9
Holders Change %
+5.23%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
61
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$197M
2
QI
2
QS Investors
New York
$9.78M
3
UBS Group
3
UBS Group
Switzerland
$60.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$17.2M
5
TCA
5
Transcend Capital Advisors
New Jersey
$2.93M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$135M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$0
3
FWA
3
FOCUS Wealth Advisors
Texas
$333K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.88M
5
RJA
5
Raymond James & Associates
Florida
$5.99M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$197M 606,043 +53,422 +10%
Bank of America
2
Bank of America
North Carolina
$135M 415,426 -40,315 -9%
LPL Financial
3
LPL Financial
California
$60.6M 186,351 +5,858 +3%
UBS Group
4
UBS Group
Switzerland
$60.1M 184,782 +11,501 +7%
Morgan Stanley
5
Morgan Stanley
New York
$60.1M 184,669 +6,890 +4%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$53.9M 165,582 -2,434 -1%
Ameriprise
7
Ameriprise
Minnesota
$48.4M 148,801 +5,400 +4%
RWP
8
Reliant Wealth Planning
Kentucky
$36.5M 112,033 +1,105 +1%
Wells Fargo
9
Wells Fargo
California
$27.2M 83,608 +4,744 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$23.1M 71,009 +522 +0.7%
Osaic Holdings
11
Osaic Holdings
Arizona
$17.2M 52,768 +9,243 +21%
RG
12
Retirement Group
California
$17M 52,190 +2,163 +4%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$16.2M 49,846 +342 +0.7%
WGCA
14
Wolf Group Capital Advisors
Virginia
$14.8M 45,599 -1,454 -3%
QI
15
QS Investors
New York
$9.78M 30,069 +30,069 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$9.37M 28,792 +1,805 +7%
D
17
Diversified
Delaware
$9.18M 28,220 +8,656 +44%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$7.66M 23,543 -1,351 -5%
US Bancorp
19
US Bancorp
Minnesota
$7.5M 23,048 +4,016 +21%
Stifel Financial
20
Stifel Financial
Missouri
$7.32M 22,480 -125 -0.6%
CF
21
Centaurus Financial
California
$6.65M 20,442 +431 +2%
Truist Financial
22
Truist Financial
North Carolina
$6.55M 20,124 +1,766 +10%
JIC
23
Johnson Investment Counsel
Ohio
$6.46M 19,852 -235 -1%
SAF
24
Smith Anglin Financial
Texas
$6.12M 18,792 +212 +1%
RJA
25
Raymond James & Associates
Florida
$5.99M 18,404 -11,047 -38%
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