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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 %
ACA
201
Aptus Capital Advisors
Alabama
$1.48M -$715K -15,541 -33%
CAG
202
Curtis Advisory Group
California
$1.46M +$1.46M +31,805 New
KIM
203
Kane Investment Management
California
$1.45M -$526K -11,432 -27%
Brown Advisory
204
Brown Advisory
Maryland
$1.44M -$56.5K -1,227 -4%
Tudor Investment Corp
205
Tudor Investment Corp
Connecticut
$1.44M +$419K +9,112 +41%
FWA
206
Flagship Wealth Advisors
Massachusetts
$1.44M +$1.04M +22,500 +259%
MCA
207
Magnolia Capital Advisors
Mississippi
$1.43M – – –
LWA
208
Lifelong Wealth Advisors
Minnesota
$1.42M +$1.42M +30,751 New
BWA
209
BlueChip Wealth Advisors
Georgia
$1.41M +$769K +16,711 +119%
FI
210
FWG Investments
Kentucky
$1.38M -$57.3K -1,246 -4%
AWM
211
Avior Wealth Management
Nebraska
$1.3M -$128K -2,793 -9%
GWP
212
Gen-Wealth Partners
Michigan
$1.29M +$1.29M +27,949 New
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$1.28M -$117K -2,551 -8%
DAS
214
Dynamic Advisor Solutions
Arizona
$1.28M +$1.02M +22,251 +405%
MFG
215
Merit Financial Group
Georgia
$1.23M +$312K +6,775 +34%
AR
216
Apeiron RIA
Texas
$1.22M +$952K +20,679 +353%
BCI
217
Brinker Capital Investments
Pennsylvania
$1.2M +$66.7K +1,449 +6%
OPS
218
Orion Portfolio Solutions
Nebraska
$1.2M +$66.7K +1,449 +6%
GS
219
GTS Securities
New York
$1.17M +$1.17M +25,513 New
RRCM
220
Rappaport Reiches Capital Management
Illinois
$1.14M +$215K +4,673 +23%
MA
221
MONECO Advisors
Connecticut
$1.12M -$112K -2,423 -9%
EWA
222
EP Wealth Advisors
California
$1.12M -$276K -6,007 -20%
IWM
223
Iams Wealth Management
Nebraska
$1.12M +$106K +2,295 +10%
William Blair & Company
224
William Blair & Company
Illinois
$1.11M -$5.75K -125 -0.5%
NFSG
225
Newbridge Financial Services Group
Florida
$1.09M -$143K -3,099 -12%
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