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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 %
QCM
176
QRG Capital Management
Illinois
$1.82M +$1.82M +39,598 New
NS
177
NBC Securities
Alabama
$1.81M +$1.81M +39,268 +93,495%
PWM
178
Perigon Wealth Management
California
$1.79M +$582K +12,647 +48%
MWP
179
Moller Wealth Partners
$1.77M +$1.57K +34 +0.1%
WFA
180
WMG Financial Advisors
Tennessee
$1.76M -$22.1K -480 -1%
NRI
181
NFP Retirement Inc
California
$1.74M -$40.1K -872 -2%
TWM
182
Tradition Wealth Management
Minnesota
$1.74M +$1.74M +37,804 New
MA
183
Mutual Advisors
Nebraska
$1.74M +$560K +12,262 +48%
GIA
184
Goodwin Investment Advisory
Georgia
$1.69M -$272K -5,907 -14%
GFG
185
Greystone Financial Group
Michigan
$1.65M -$145K -3,145 -8%
GT
186
Greenleaf Trust
Michigan
$1.62M – – –
MFA
187
Mayflower Financial Advisors
Massachusetts
$1.61M +$1.61M +35,087 New
CAP
188
Columbia Advisory Partners
Washington
$1.61M -$349K -7,593 -18%
CA
189
Cannon Advisors
North Carolina
$1.61M +$16.8K +366 +1%
EFG
190
Ethos Financial Group
Pennsylvania
$1.61M – – –
WAM
191
Walker Asset Management
Missouri
$1.6M +$13K +282 +0.8%
FPGT
192
Financial Partners Group (Tennessee)
Tennessee
$1.59M -$203K -4,409 -11%
WS
193
Wedbush Securities
California
$1.58M +$421K +9,142 +36%
NAM
194
NTV Asset Management
West Virginia
$1.56M -$13.8K -300 -0.9%
SAF
195
Smith Anglin Financial
Texas
$1.54M -$18.9K -411 -1%
CIA
196
Compass Ion Advisors
Pennsylvania
$1.53M – – –
Creative Planning
197
Creative Planning
Kansas
$1.52M -$19.3K -419 -1%
EFG
198
Elios Financial Group
Ohio
$1.5M +$43K +934 +3%
DE
199
Diversified Enterprises
Delaware
$1.5M +$10.5K +229 +0.7%
CFG
200
Carr Financial Group
Massachusetts
$1.48M -$484K -10,527 -25%
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