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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 %
EH
51
Equitable Holdings
New York
$12.9M +$4.56M +99,082 +55%
Citigroup
52
Citigroup
New York
$11.8M +$11.1M +240,461 +1,415%
FFA
53
Farther Finance Advisors
California
$11.8M +$4.02M +86,855 +51%
AAS
54
Asset Allocation Strategies
Michigan
$10.9M +$375K +8,150 +4%
SF
55
Summit Financial
New Jersey
$10.8M +$10.8M +234,925 New
IA
56
IFG Advisory
Georgia
$10.7M +$1.02M +22,147 +11%
CF
57
Centaurus Financial
California
$10.4M +$127K +2,763 +1%
PWM
58
PMG Wealth Management
Illinois
$10.4M +$10.7K +233 +0.1%
PWP
59
Precedent Wealth Partners
Texas
$10.2M +$2.47M +53,661 +32%
TFS
60
Thoroughbred Financial Services
Tennessee
$10.1M +$757K +16,456 +8%
Mariner
61
Mariner
Kansas
$10M +$2.94M +63,877 +41%
KAS
62
Kestra Advisory Services
Texas
$9.97M +$2.24M +48,676 +29%
MF
63
Manchester Financial
California
$9.52M +$9.52M +206,869 New
CF
64
Cyr Financial
Illinois
$9.29M +$14.9K +324 +0.2%
AI
65
Atria Investments
North Carolina
$9.27M +$5.01M +108,880 +118%
FAIM
66
Financial Advocates Investment Management
Washington
$8.77M -$1.19M -25,759 -12%
AC
67
Avestar Capital
New York
$8.42M -$344K -7,469 -4%
Jane Street
68
Jane Street
New York
$8.42M +$6.87M +149,290 +445%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$8.13M -$920K -19,981 -10%
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$8.13M -$143K -3,112 -2%
WIA
71
World Investment Advisors
California
$7.96M -$11.4K -247 -0.1%
PCA
72
Prosperity Capital Advisors
Ohio
$7.78M +$7.78M +168,145 New
NA
73
NewEdge Advisors
Louisiana
$7.62M +$1.69M +36,739 +28%
BHB
74
Bank Hapoalim BM
Israel
$7.58M -$4.66M -101,275 -38%
JF
75
JSF Financial
California
$7.46M -$5.33M -115,888 -42%
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