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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 %
CA
26
Clearstead Advisors
Ohio
$43.1M -$2M -43,427 -4%
OCM
27
One Capital Management
California
$42.7M -$1.67M -36,283 -4%
MML Investors Services
28
MML Investors Services
Massachusetts
$35.2M +$3.41M +74,016 +11%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$25.1M -$1.07M -23,340 -4%
AF
30
Apexium Financial
Texas
$24.9M -$128K -2,790 -0.5%
IWC
31
Integrated Wealth Concepts
Massachusetts
$24.5M +$3.52M +76,563 +17%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$24.5M +$7.82M +169,886 +47%
QFA
33
Quattro Financial Advisors
Texas
$24.5M +$2.47M +53,574 +11%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$24.4M -$1.58M -34,339 -6%
CWM
35
Cedar Wealth Management
California
$21.5M +$2.11M +45,878 +11%
HighTower Advisors
36
HighTower Advisors
Illinois
$19.3M -$24.5M -531,490 -56%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$18.6M -$2.66M -57,859 -13%
SWP
38
Stratos Wealth Partners
Ohio
$18.1M -$3.78M -82,139 -17%
CWA
39
Core Wealth Advisors
Florida
$17.3M -$466K -10,116 -3%
AWMS
40
Advocacy Wealth Management Services
Georgia
$16M +$16M +348,638 New
Goldman Sachs
41
Goldman Sachs
New York
$15.6M -$35.1M -763,528 -69%
APW
42
Austin Private Wealth
Texas
$15.2M +$15.2M +331,086 New
WGCA
43
Wolf Group Capital Advisors
Virginia
$14.6M +$13M +282,448 +792%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$14.5M +$6.22M +135,762 +75%
IA
45
Integrity Alliance
Iowa
$13.9M +$11.9M +258,673 +606%
SWM
46
Segment Wealth Management
Texas
$13.6M -$245K -5,325 -2%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$13.3M +$2.18M +47,367 +20%
OIA
48
OneDigital Investment Advisors
Kansas
$13.2M +$694K +15,082 +6%
BC
49
Bricktown Capital
Michigan
$13.1M – – –
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$13M -$275K -6,000 -2%
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