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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 %
ASN
276
Advisory Services Network
Georgia
$613K -$28K -608 -4%
AC
277
Avant Capital
Louisiana
$612K +$14K +305 +2%
HI
278
Harbour Investments
Wisconsin
$607K +$467K +10,139 +331%
SAM
279
Summit Asset Management
Tennessee
$604K – – –
SPAS
280
Spectrum Planning & Advisory Services
California
$594K +$594K +12,907 New
LA
281
LexAurum Advisors
Kansas
$585K +$585K +12,708 New
SPI
282
Sutton Place Investors
New York
$582K +$582K +12,639 New
JIC
283
Joel Isaacson & Co
New York
$580K +$874 +19 +0.2%
CB
284
Centennial Bank
Arkansas
$564K +$145K +3,150 +35%
AFP
285
Ausdal Financial Partners
Iowa
$561K +$137K +2,968 +32%
CFG
286
Cooper Financial Group
California
$560K +$335K +7,273 +148%
KWM
287
Kingsview Wealth Management
Oregon
$560K -$112K -2,437 -17%
SW
288
SteelPeak Wealth
California
$559K -$16.8K -366 -3%
CWA
289
Clearview Wealth Advisors
Oregon
$539K +$539K +11,714 New
KCFA
290
Key Client Fiduciary Advisors
New Jersey
$528K +$74.4K +1,617 +16%
BRWM
291
Blue Rock Wealth Management
North Carolina
$525K +$138K +3,000 +36%
LGW
292
Leslie Global Wealth
Illinois
$511K -$29.8K -647 -6%
KBFS
293
Kohmann Bosshard Financial Services
Ohio
$510K – – –
VA
294
VestGen Advisors
Illinois
$510K +$510K +11,075 New
F4L
295
Fortune 45 LLC
Louisiana
$505K +$17K +370 +3%
FIM
296
Freedom Investment Management
Connecticut
$503K -$39.3K -853 -7%
FWA
297
FOCUS Wealth Advisors
Texas
$503K – – –
IAN
298
Integrated Advisors Network
Texas
$502K +$66.5K +1,446 +15%
FHC
299
First Heartland Consultants
Missouri
$499K -$26.8K -583 -5%
PNC Financial Services Group
300
PNC Financial Services Group
Pennsylvania
$498K +$40.4K +878 +9%
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