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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 %
WA
401
Wealth Architects
California
$228K – – –
TWP
402
Tempus Wealth Planning
California
$226K +$226K +4,909 New
PCH
403
PGIM Custom Harvest
New Jersey
$225K – – –
FTUS
404
Flow Traders U.S.
New York
$224K +$224K +4,875 New
AF
405
Allworth Financial
California
$223K +$101K +2,238 +83%
V
406
ViaWealth
Kansas
$222K -$4.83K -105 -2%
HF
407
HRT Financial
New York
$222K +$222K +4,837 New
KLI
408
Kelman-Lazarov Inc
Tennessee
$222K +$92 +2 +0%
RFA
409
Resurgent Financial Advisors
Georgia
$221K +$221K +4,797 New
FA
410
Fiduciary Alliance
South Carolina
$219K +$219K +4,757 New
AG
411
AmeriFlex Group
Nevada
$215K +$230 +5 +0.1%
SIC
412
Samalin Investment Counsel
New York
$212K +$184 +4 +0.1%
MFG
413
Magnus Financial Group
New York
$212K +$212K +4,596 New
FEM
414
Fulcrum Equity Management
Texas
$211K +$211K +4,592 New
CFP
415
Catalyst Financial Partners
Massachusetts
$211K +$211K +4,583 New
IRC
416
Investors Research Corp
Georgia
$211K +$78.4K +1,703 +59%
CGFA
417
Colton Groome Financial Advisors
North Carolina
$211K +$211K +4,600 New
CCC
418
Compass Capital Corp
Massachusetts
$210K -$3.08K -67 -1%
AWM
419
Aviso Wealth Management
Washington
$210K -$62.1K -1,349 -23%
PSCM
420
Per Stirling Capital Management
Texas
$204K -$1.9M -41,374 -90%
CW
421
CreativeOne Wealth
Kansas
$203K -$523K -11,361 -72%
PIS
422
POM Investment Strategies
North Carolina
$198K -$11.1M -240,796 -98%
HBW
423
Hazlett, Burt & Watson
West Virginia
$198K +$72.3K +1,555 +58%
Barclays
424
Barclays
United Kingdom
$184K – – –
WTA
425
Washington Trust Advisors
Massachusetts
$152K – – –
15 16
17
18 19