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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 %
SAM
376
Secure Asset Management
Michigan
$291K +$24.8K +538 +9%
EFG
377
Embree Financial Group
Illinois
$290K -$59.8K -1,300 -17%
BAM
378
Belpointe Asset Management
Nevada
$288K -$1.71M -37,080 -86%
DS
379
DRW Securities
Illinois
$283K – – –
TWP
380
Triad Wealth Partners
Kansas
$281K +$34K +739 +14%
WCM
381
WealthBridge Capital Management
Ohio
$278K +$4.92K +107 +2%
AP
382
Americana Partners
Texas
$274K – – –
DC
383
Davenport & Co
Virginia
$273K +$6.17K +134 +2%
LA
384
Lifeworks Advisors
Michigan
$269K -$184 -4 -0.1%
EAM
385
Empirical Asset Management
Massachusetts
$266K +$266K +5,788 New
AA
386
Advisory Alpha
Michigan
$258K +$6.21K +135 +2%
SEP
387
Southland Equity Partners
Missouri
$256K +$256K +5,561 New
MGP
388
Metis Global Partners
California
$255K +$255K +5,542 New
MGIA
389
Moneta Group Investment Advisors
Missouri
$250K +$250K +5,438 New
NPFS
390
Novak & Powell Financial Services
Florida
$247K -$13.8K -300 -5%
GPW
391
Gentry Private Wealth
Kansas
$241K – – –
MWM
392
Maridea Wealth Management
New York
$239K -$43.1K -936 -15%
LFAS
393
Level Four Advisory Services
Texas
$238K -$36.7K -798 -13%
WA
394
Waverly Advisors
Alabama
$238K +$51.7K +1,123 +28%
GF
395
Gries Financial
Ohio
$235K -$152K -3,312 -39%
EWA
396
EverSource Wealth Advisors
Alabama
$235K +$3.41K +74 +1%
CC
397
Commons Capital
Massachusetts
$233K -$782K -16,993 -77%
FCIM
398
Fairview Capital Investment Management
California
$230K – – –
SG
399
Somerset Group
Minnesota
$230K – – –
GC
400
Grimes & Company
Massachusetts
$229K -$1.01K -22 -0.4%
14 15
16
17 18