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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 %
ECM
351
Evergreen Capital Management
Washington
$369K – – –
Northern Trust
352
Northern Trust
Illinois
$366K +$366K +7,956 New
CA
353
Crewe Advisors
Utah
$365K – – –
GSIAS
354
Garden State Investment Advisory Services
New Jersey
$363K +$102K +2,216 +39%
FW
355
FullCircle Wealth
Texas
$356K +$356K +7,801 New
CA
356
Calton & Associates
Florida
$353K – – –
SAW
357
Signal Advisors Wealth
Michigan
$338K +$338K +7,345 New
SSWM
358
Smith Salley Wealth Management
North Carolina
$338K +$5.25K +114 +2%
SFA
359
Semmax Financial Advisors
North Carolina
$337K +$337K +7,236 New
BJL
360
Brighton Jones LLC
Washington
$331K +$27.3K +594 +9%
MSFS
361
Main Street Financial Solutions
Pennsylvania
$323K -$186K -4,041 -37%
AssetMark Inc
362
AssetMark Inc
California
$322K +$186K +4,047 +137%
RCA
363
Runnymede Capital Advisors
Ohio
$317K – – –
UOTTAIMCU
364
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$316K +$316K +6,863 New
CCG
365
Catalina Capital Group
California
$316K +$316K +6,859 New
CFD
366
Creative Financial Designs
Indiana
$314K +$314K +6,815 New
KNFPWM
367
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$309K – – –
PSF
368
Pacific Sun Financial
California
$305K +$12.7K +275 +4%
VBCG
369
Valley Brook Capital Group
Pennsylvania
$303K +$33.1K +720 +12%
MWM
370
MinichMacGregor Wealth Management
New York
$301K -$6.49K -141 -2%
MIFH
371
Migdal Insurance & Financial Holdings
Israel
$297K -$91.7K -1,994 -24%
HP
372
Holistic Planning
Texas
$297K – – –
SAM
373
Synergy Asset Management
Washington
$294K -$632K -13,741 -68%
TIAA Trust, National Association
374
TIAA Trust, National Association
North Carolina
$294K +$11.6K +251 +4%
BONH
375
Bank of New Hampshire
New Hampshire
$291K – – –
13 14
15
16 17