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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 %
Fisher Asset Management
76
Fisher Asset Management
Washington
$7.36M -$221M -4,801,652 -97%
JIC
77
Johnson Investment Counsel
Ohio
$7.31M -$425K -9,240 -5%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$6.82M +$3.54M +76,896 +108%
KAS
79
KPP Advisory Services
Kentucky
$6.63M -$1.09M -23,649 -14%
DADC
80
D.A. Davidson & Co
Montana
$6.53M +$211K +4,595 +3%
WC
81
Waterloo Capital
Texas
$6.46M -$467K -10,151 -7%
JWM
82
Jackson Wealth Management
Florida
$6.45M -$20.3K -442 -0.3%
SWA
83
Stratos Wealth Advisors
Ohio
$6.32M -$91.9K -1,996 -1%
HCP
84
Holt Capital Partners
Texas
$6.22M +$2.17M +47,087 +53%
GIA
85
Gladstone Institutional Advisory
Florida
$6.15M +$5.84M +126,911 +1,902%
SF
86
Seros Financial
Arizona
$6M -$1.64M -35,686 -21%
KFGK
87
Keystone Financial Group (Kentucky)
Kentucky
$5.6M +$4.52M +98,244 +418%
PWA
88
Physician Wealth Advisors
Utah
$5.57M +$5.57M +121,001 New
CGA
89
Crescent Grove Advisors
Illinois
$5.47M -$90.2K -1,959 -2%
CPRC
90
Consolidated Portfolio Review Corp
New York
$5.45M -$2.01M -43,648 -27%
CFC
91
Client First Capital
California
$5.42M +$1.39M +30,271 +35%
HGWM
92
Horst & Graben Wealth Management
Oregon
$5.35M +$5.35M +116,236 New
LWL
93
Leo Wealth LLC
Texas
$5.33M -$447K -9,703 -8%
PS
94
Principal Securities
Iowa
$5M +$42.5K +850 +0.9%
SWP
95
ShoreHaven Wealth Partners
New Jersey
$4.94M +$2.61M +56,658 +112%
SMA
96
Sage Mountain Advisors
Georgia
$4.89M – – –
PFA
97
Pinnacle Family Advisors
Missouri
$4.88M -$256K -5,567 -5%
MOS
98
MGO One Seven
Ohio
$4.79M -$1.5M -32,531 -24%
OWA
99
One Wealth Advisors
California
$4.78M +$4.78M +103,956 New
ACA
100
Aspire Capital Advisors
Washington
$4.77M -$3.38M -73,369 -41%
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4
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