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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 %
SWM
301
Selective Wealth Management
Virginia
$496K – – –
OFG
302
OmniStar Financial Group
North Carolina
$493K -$17.5K -378 -3%
FFA
303
Florida Financial Advisors
Florida
$489K -$8.42K -183 -2%
SC
304
Savant Capital
Illinois
$487K -$15.7K -341 -3%
SF
305
Synovus Financial
Georgia
$487K +$55.2K +1,199 +13%
MCC
306
Money Concepts Capital
Florida
$485K -$33.5K -728 -6%
CL
307
Choreo LLC
Illinois
$481K -$525K -11,397 -52%
NL
308
NWAM LLC
Washington
$477K +$477K +10,368 New
ARC
309
Advisor Resource Council
Texas
$474K +$474K +10,294 New
VPF
310
Vantage Point Financial
Illinois
$470K +$470K +10,213 New
GSIS
311
Global Strategic Investment Solutions
Arizona
$465K -$1.2K -26 -0.3%
IAS
312
Insigneo Advisory Services
Florida
$458K +$8.24K +179 +2%
NAS
313
NWF Advisory Services
California
$456K +$456K +9,914 New
ECA
314
Elevation Capital Advisory
Oregon
$448K -$2.82M -61,280 -86%
BCM
315
Berbice Capital Management
New York
$438K +$88.9K +1,931 +25%
RFM
316
Royal Fund Management
Florida
$437K +$437K +9,482 New
RFN
317
RDA Financial Network
Iowa
$437K +$437K +9,493 New
RL
318
Retireful LLC
Michigan
$436K -$309K -6,749 -41%
RFA
319
Rollins Financial Advisors
New York
$436K +$112K +2,442 +35%
BWP
320
Balboa Wealth Partners
Arizona
$435K – – –
MP
321
McDonald Partners
Ohio
$431K +$100K +2,171 +30%
BAAM
322
Baker Avenue Asset Management
California
$429K +$42.5K +924 +11%
PFGIA
323
Patriot Financial Group Insurance Agency
Massachusetts
$425K +$425K +9,230 New
GFA
324
Gallagher Fiduciary Advisors
Illinois
$423K -$4.19K -91 -1%
EM
325
ELCO Management
New York
$419K +$2.3K +50 +0.6%
11 12
13
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