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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 %
HWM
251
Horizon Wealth Management
Illinois
$805K -$414 -9 -0.1%
MFS
252
Madrona Financial Services
Washington
$792K +$380K +8,259 +92%
SHA
253
Seneca House Advisors
Virginia
$785K +$920 +20 +0.1%
DWM
254
Denver Wealth Management
Colorado
$785K +$785K +17,055 New
APW
255
Aurora Private Wealth
New Jersey
$779K -$833K -18,108 -52%
SP
256
Sequent Planning
Nebraska
$775K +$15.5K +337 +2%
WA
257
WBH Advisory
Maryland
$766K +$766K +16,647 New
TSS
258
Two Sigma Securities
New York
$763K +$763K +16,571 New
CRI
259
Colonial River Investments
Virginia
$747K +$747K +16,235 New
AWM
260
Axxcess Wealth Management
California
$732K +$732K +15,904 New
WP
261
WealthPLAN Partners
Nebraska
$724K +$724K +15,741 New
SB
262
Strategic Blueprint
Georgia
$722K +$722K +15,699 New
FWP
263
Firethorn Wealth Partners
Georgia
$719K +$719K +15,634 New
QCM
264
Quantinno Capital Management
New York
$694K – – –
GAM
265
Gotham Asset Management
New York
$693K – – –
CWP
266
Cyndeo Wealth Partners
Florida
$690K -$17.6K -383 -2%
OMC
267
Old Mission Capital
Illinois
$677K +$677K +14,717 New
IWM
268
IHT Wealth Management
Illinois
$671K -$15K -327 -2%
CWC
269
Carolinas Wealth Consulting
North Carolina
$638K -$4.79K -104 -0.7%
NSIM
270
North Star Investment Management
Illinois
$633K +$92 +2 +0%
TC
271
Trilogy Capital
California
$619K -$8.24K -179 -1%
Empower Advisory Group
272
Empower Advisory Group
Colorado
$618K +$3.73K +81 +0.6%
IA
273
IFP Advisors
Florida
$618K +$274K +5,949 +80%
CWA
274
Capital Wealth Alliance
Arizona
$617K -$739K -16,062 -54%
UAG
275
United Advisor Group
Ohio
$617K -$192K -4,169 -24%
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