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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 %
KFP
501
Keener Financial Planning
Texas
$5K +$5K +115 New
DFA
502
DHJJ Financial Advisors
Illinois
$4.59K +$1.97K +43 +75%
OSAM
503
O'Shaughnessy Asset Management
Connecticut
$4.46K +$230 +5 +5%
GWSA
504
Global Wealth Strategies & Associates
Colorado
$3.64K +$3.64K +79 New
IFS
505
Intelligent Financial Strategies
Minnesota
$3.59K +$3.59K +78 New
BA
506
Bellwether Advisors
Nebraska
$3.27K +$460 +10 +16%
WCM
507
Weaver Capital Management
Georgia
$3.22K -$782 -17 -20%
WWM
508
Wagner Wealth Management
South Carolina
$3.06K +$46 +1 +2%
PPWM
509
PFG Private Wealth Management
Florida
$2.31K – – –
CFO
510
CVA Family Office
Colorado
$2.07K – – –
SWIM
511
Smallwood Wealth Investment Management
New Jersey
$1.2K +$1.2K +26 New
CAM
512
Creekmur Asset Management
Illinois
$966 +$966 +21 New
SC
513
Swan Capital
Florida
$874 +$874 +19 New
CAWM
514
Capital A Wealth Management
Pennsylvania
$552 +$552 +12 New
AAP
515
Arax Advisory Partners
Colorado
$461 +$461 +10 New
IAA
516
Independent Advisor Alliance
North Carolina
– -$38.9M -777,780 Closed
WA
517
Win Advisors
Florida
– -$8.85M -177,087 Closed
Renaissance Technologies
518
Renaissance Technologies
New York
– -$5.62M -112,400 Closed
CWMGP
519
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$5.58M -111,657 Closed
FSA
520
Financial Services Advisory
Maryland
– -$5.06M -101,196 Closed
RAS
521
RPS Advisory Solutions
Kentucky
– -$4.4M -88,135 Closed
HSBC Holdings
522
HSBC Holdings
United Kingdom
– -$2.75M -55,000 Closed
CFGS
523
Concourse Financial Group Securities
Alabama
– -$2.33M -45,423 Closed
FCA
524
Fortis Capital Advisors
Kansas
– -$2.02M -43,341 Closed
HWP
525
Heritage Wealth Partners
Ohio
– -$1.9M -38,115 Closed
19 20
21
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