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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 %
HKIMG
126
Hutchens & Kramer Investment Management Group
Indiana
$3.1M +$27.4K +596 +0.9%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$3.07M -$38.5M -775,883 -93%
SPIA
128
Steward Partners Investment Advisory
New York
$3.03M -$4.61M -100,115 -60%
CWM
129
Copia Wealth Management
Oregon
$3.03M -$20K -434 -0.7%
HAS
130
HBW Advisory Services
California
$2.99M -$411K -8,930 -12%
KIA
131
KCM Investment Advisors
California
$2.96M – – –
OC
132
Oppenheimer & Co
New York
$2.96M +$25.5K +554 +0.9%
LFA
133
Laraway Financial Advisors
Minnesota
$2.95M +$79.3K +1,723 +3%
Truist Financial
134
Truist Financial
North Carolina
$2.94M +$1.58M +34,308 +116%
AAS
135
Ameritas Advisory Services
Nebraska
$2.85M +$349K +7,372 +14%
SCA
136
Snowden Capital Advisors
New York
$2.84M -$1.53M -33,186 -35%
CCAL
137
City Center Advisors LLC
Michigan
$2.83M +$1.59M +34,593 +129%
PG
138
Prostatis Group
Maryland
$2.78M +$1.95M +42,357 +234%
FFN
139
Focus Financial Network
Minnesota
$2.7M +$2.04M +44,358 +311%
AWA
140
Arete Wealth Advisors
Illinois
$2.67M -$892K -19,388 -25%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$2.65M -$50.8K -1,104 -2%
ATPW
142
Ashton Thomas Private Wealth
Arizona
$2.6M +$1.27M +27,570 +96%
VPP
143
Vertex Planning Partners
Illinois
$2.5M +$2.5M +54,359 New
CA
144
Cresta Advisors
Texas
$2.48M -$402K -8,742 -14%
SFS
145
Sowell Financial Services
Arkansas
$2.46M +$369K +8,009 +18%
DIA
146
Dana Investment Advisors
Wisconsin
$2.36M +$101K +2,195 +4%
ML
147
McAdam LLC
Pennsylvania
$2.34M -$130K -2,821 -5%
P
148
&Partners
Tennessee
$2.33M -$107K -2,340 -4%
FTS
149
Fifth Third Securities
Ohio
$2.33M -$144K -3,135 -6%
PA
150
PFG Advisors
Arizona
$2.29M -$5.16M -112,117 -69%
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