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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

514 hedge funds and large institutions have $4.62B invested in Invesco S&P 500 Top 50 ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 187 increasing their positions, 155 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+46
Holders Change %
+9.83%
% of All Funds
6.98%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.31%
New
105
Increased
187
Reduced
155
Closed
49
Calls
$925K
Puts
$230K
Net Calls
+$695K
Net Calls Change
-$1.39M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$111M
2
Invesco
Invesco
Georgia
+$105M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$65.2M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$54.9M
5
MIC
Means Investment Company
Maine
+$53.6M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$221M
2
Ameriprise
Ameriprise
Minnesota
-$56.7M
3
IAA
Independent Advisor Alliance
North Carolina
-$38.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$38.5M
5
Goldman Sachs
Goldman Sachs
New York
-$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
226
Lansing Street Advisors
Pennsylvania
$1.06M +$656K +14,250 +162%
KWS
227
Keystone Wealth Services
California
$1.04M -$45K -978 -4%
CA
228
Claro Advisors
Massachusetts
$1.03M +$705K +15,328 +217%
CFB
229
Cullen/Frost Bankers
Texas
$1.02M +$1.98K +43 +0.2%
CCG
230
Capital CS Group
California
$1.02M +$52.7K +1,146 +5%
PWM
231
Partners Wealth Management
California
$1M – – –
TF
232
Theory Financial
Colorado
$1M +$1M +21,763 New
SWM
233
Spire Wealth Management
Virginia
$965K +$700K +15,216 +264%
BlackRock
234
BlackRock
New York
$960K +$743K +16,139 +343%
RA
235
RiverTree Advisors
Florida
$955K -$2.9M -63,051 -75%
BPA
236
Beacon Pointe Advisors
California
$945K +$171K +3,718 +22%
KLCM
237
KG&L Capital Management
Louisiana
$944K +$28.5K +619 +3%
FIS
238
Fischer Investment Strategies
California
$905K -$1.42M -30,858 -61%
HH
239
Hilltop Holdings
Texas
$895K -$112K -2,425 -11%
PTC
240
Private Trust Company
Ohio
$889K +$228K +4,965 +35%
BIG
241
Bush Investment Group
Georgia
$878K +$878K +19,078 New
AWE
242
Avidian Wealth Enterprises
Texas
$873K +$873K +18,961 New
DFA
243
Davies Financial Advisors
California
$871K -$460 -10 -0.1%
SFA
244
Sequoia Financial Advisors
Ohio
$864K -$325K -7,069 -27%
FFS
245
Founders Financial Securities
Maryland
$858K +$675K +14,793 +369%
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$852K +$126K +2,737 +17%
MLA
247
My Legacy Advisors
Oregon
$846K +$846K +18,385 New
PIA
248
Perennial Investment Advisors
California
$846K -$1.22M -26,555 -59%
GDP
249
Great Diamond Partners
Maine
$815K +$42K +912 +5%
SFG
250
Snider Financial Group
Washington
$813K -$22K -479 -3%
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