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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 %
Fifth Third Bancorp
476
Fifth Third Bancorp
Ohio
$17.9K +$17.9K +388 New
OWP
477
ORG Wealth Partners
Texas
$17.6K – – –
CFS
478
CGC Financial Services
Oregon
$16.1K – – –
AWM
479
Abound Wealth Management
Tennessee
$15.4K -$12.4K -269 -45%
NRC
480
New Republic Capital
North Carolina
$13.6K +$13.6K +296 New
PA
481
PSI Advisors
Florida
$12.6K -$1.15M -25,022 -99%
OP
482
ORG Partners
Indiana
$12.3K +$12.3K +266 New
T
483
Tidemark
California
$12.1K – – –
TWC
484
TD Waterhouse Canada
Ontario, Canada
$12K – – –
VBA
485
von Borstel & Associates
Oregon
$11K +$11K +248 New
TCOV
486
Trust Company of Vermont
Vermont
$11K +$11K +239 New
FCMT
487
Founders Capital Management (Texas)
Texas
$10.6K – – –
LFA
488
LGT Financial Advisors
Texas
$10.5K +$10.5K +227 New
SS
489
Sunbelt Securities
Texas
$9.66K +$9.66K +210 New
MG
490
Mather Group
Illinois
$9.25K +$9.25K +201 New
MMCM
491
Murphy & Mullick Capital Management
New York
$9.2K – – –
FDW
492
Fourth Dimension Wealth
Ohio
$9.2K +$9.2K +200 New
WBC
493
West Branch Capital
Massachusetts
$8.74K – – –
JWA
494
JFS Wealth Advisors
Pennsylvania
$8.74K +$5.57K +121 +175%
WP
495
WealthShield Partners
North Carolina
$7.27K – – –
Simplex Trading
496
Simplex Trading
Illinois
$7K -$32K -731 -82%
PPA
497
Painted Porch Advisors
California
$5.94K +$5.94K +129 New
National Bank of Canada
498
National Bank of Canada
Quebec, Canada
$5.75K -$1.24K -27 -18%
AF
499
Advisornet Financial
Minnesota
$5.48K +$5.48K +119 New
ADL
500
Asset Dedication LLC
California
$5.29K – – –
18 19
20
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