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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 %
MWA
326
Merkkuri Wealth Advisors
New York
$417K +$417K +9,064 New
IA
327
Insight Advisors
Pennsylvania
$416K +$48.7K +1,059 +13%
CAM
328
Cresset Asset Management
Illinois
$413K -$684K -14,862 -62%
MSAM
329
Moloney Securities Asset Management
Missouri
$413K – – –
BFG
330
Beacon Financial Group
Texas
$403K +$403K +8,751 New
AW
331
Alteri Wealth
California
$400K +$206K +4,486 +107%
PFP
332
Pinnacle Financial Partners
Tennessee
$397K – – –
GPFA
333
Game Plan Financial Advisors
Ohio
$395K +$13.8K +300 +4%
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$394K -$5.52K -120 -1%
MIA
335
MainStreet Investment Advisors
Illinois
$394K +$394K +8,565 New
TCWM
336
Total Clarity Wealth Management
Illinois
$393K – – –
GWM
337
Geneos Wealth Management
Colorado
$393K +$190K +4,128 +94%
FRA
338
FFG Retirement Advisors
Colorado
$389K +$389K +8,445 New
FFA
339
Founders Financial Alliance
North Carolina
$389K +$53.4K +1,160 +16%
DC
340
Darrow Company
Massachusetts
$388K – – –
MA
341
Mezzasalma Advisors
New Jersey
$387K – – –
D.E. Shaw & Co
342
D.E. Shaw & Co
New York
$387K +$387K +8,408 New
SMC
343
Smith, Moore & Co
Missouri
$384K +$24.4K +530 +7%
WPC
344
Wedmont Private Capital
Pennsylvania
$382K -$18.6K -420 -5%
BEI
345
Benjamin Edwards Inc
Missouri
$381K -$351K -7,630 -48%
WCM
346
WealthTrak Capital Management
Virginia
$379K +$379K +8,228 New
BFA
347
Beacon Financial Advisory
Ohio
$377K +$377K +8,195 New
GFPC
348
Global Financial Private Client
Florida
$376K +$460 +10 +0.1%
CWG
349
Cornerstone Wealth Group
North Carolina
$374K – – –
KWA
350
Kingswood Wealth Advisors
California
$373K +$41.5K +902 +13%
12 13
14
15 16