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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.

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
1
Fisher Asset Management
Washington
$213M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$21.5M
3
Ameriprise
3
Ameriprise
Minnesota
$60M
4
Franklin Resources
4
Franklin Resources
California
$10M
5
TIAM2
5
Tru Independence Asset Management 2
Oregon
$11.8M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$2.88M
2
UBS Group
2
UBS Group
Switzerland
$58M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$53.9M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$15.7M
5
ACM
5
Avalon Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$213M 646,372 +40,329 +7%
Bank of America
2
Bank of America
North Carolina
$142M 431,218 +15,792 +4%
LPL Financial
3
LPL Financial
California
$68.7M 208,135 +21,784 +12%
Morgan Stanley
4
Morgan Stanley
New York
$64.4M 195,088 +10,419 +6%
Ameriprise
5
Ameriprise
Minnesota
$60M 182,011 +33,210 +22%
UBS Group
6
UBS Group
Switzerland
$58M 175,844 -8,938 -5%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$53.9M 163,306 -2,276 -1%
RWP
8
Reliant Wealth Planning
Kentucky
$37.1M 112,316 +283 +0.3%
Wells Fargo
9
Wells Fargo
California
$29.2M 88,346 +4,738 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$23.8M 72,149 +1,140 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$21.5M 65,145 +36,353 +126%
Osaic Holdings
12
Osaic Holdings
Arizona
$19.7M 59,578 +6,810 +13%
RG
13
Retirement Group
California
$17.6M 53,254 +1,064 +2%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$15.7M 47,610 -2,236 -4%
WGCA
15
Wolf Group Capital Advisors
Virginia
$14.7M 44,542 -1,057 -2%
D
16
Diversified
Delaware
$11.9M 36,139 +7,919 +28%
TIAM2
17
Tru Independence Asset Management 2
Oregon
$11.8M 35,763 +25,132 +236%
Franklin Resources
18
Franklin Resources
California
$10M 30,413 +30,413 New
CA
19
Cetera Advisors
Colorado
$8.27M 25,064 +9,311 +59%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$7.94M 24,057 +514 +2%
Stifel Financial
21
Stifel Financial
Missouri
$7.4M 22,401 -79 -0.4%
Truist Financial
22
Truist Financial
North Carolina
$7.08M 21,463 +1,339 +7%
CF
23
Centaurus Financial
California
$7.02M 21,285 +843 +4%
BHB
24
Bank Hapoalim BM
Israel
$6.6M 20,000 +20,000 New
JIC
25
Johnson Investment Counsel
Ohio
$6.46M 19,570 -282 -1%
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