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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 %
FGA
151
Fortis Group Advisors
New Jersey
$2.27M -$4.43M -96,179 -66%
SC
152
Sapient Capital
Indiana
$2.25M -$130K -2,829 -5%
CWMGO
153
Capstone Wealth Management Group (Oregon)
Oregon
$2.22M +$518K +11,266 +30%
MWM
154
McNaughton Wealth Management
California
$2.2M +$2.2M +47,910 New
HWM
155
Hobbs Wealth Management
Indiana
$2.18M +$2.18M +47,469 New
MW
156
Maia Wealth
Colorado
$2.18M +$1.54M +34,418 +241%
SSW
157
Smith Shellnut Wilson
Mississippi
$2.13M +$144K +3,132 +7%
MAMG
158
Milestone Asset Management Group
Connecticut
$2.02M +$78.7K +1,710 +4%
NFG
159
Nations Financial Group
Iowa
$2.02M +$176K +3,833 +10%
BCM
160
Brookstone Capital Management
Illinois
$2.02M -$1.88M -40,929 -48%
MCM
161
M1 Capital Management
Michigan
$1.99M +$1.99M +43,266 New
SOS
162
Silver Oak Securities
Tennessee
$1.97M +$1.06M +23,167 +117%
TRCT
163
Tower Research Capital (TRC)
New York
$1.96M +$1.94M +42,134 +8,213%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$1.95M +$8.65K +188 +0.4%
LAS
165
LWM Advisory Services
Florida
$1.93M -$1.03M -22,371 -35%
CCFM
166
Clear Creek Financial Management
Washington
$1.92M +$124K +2,694 +7%
CWM
167
Congress Wealth Management
Massachusetts
$1.9M +$1.9M +41,241 New
SFC
168
Summit Financial Consulting
Michigan
$1.89M +$1.89M +41,076 New
Comerica Bank
169
Comerica Bank
Texas
$1.89M +$776K +16,864 +70%
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
$1.88M +$755K +16,398 +67%
BW
171
Balance Wealth
Ohio
$1.87M +$1.87M +40,692 New
RWA
172
Redhawk Wealth Advisors
Minnesota
$1.85M -$16.8M -364,597 -90%
JWCA
173
J.W. Cole Advisors
Florida
$1.84M -$354K -7,686 -16%
USCWA
174
U.S. Capital Wealth Advisors
Texas
$1.84M +$391K +8,502 +27%
US Bancorp
175
US Bancorp
Minnesota
$1.83M +$704K +15,288 +62%
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