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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 %
DFG
1
Demars Financial Group
Washington
$610M -$7.09M -326,082 -1%
LPL Financial
2
LPL Financial
California
$489M +$39M +847,025 +9%
Morgan Stanley
3
Morgan Stanley
New York
$329M +$7.89M +171,426 +2%
Bank of America
4
Bank of America
North Carolina
$195M +$9.52M +206,857 +5%
Invesco
5
Invesco
Georgia
$155M +$105M +2,288,508 +213%
Wells Fargo
6
Wells Fargo
California
$150M -$7.18M -156,080 -5%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$115M +$65.2M +1,417,535 +130%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$111M +$111M +2,402,369 New
UBS Group
9
UBS Group
Switzerland
$105M -$9.31M -202,330 -8%
Raymond James Financial
10
Raymond James Financial
Florida
$105M +$1.18M +25,649 +1%
Two Sigma Investments
11
Two Sigma Investments
New York
$88.1M +$39.1M +849,500 +80%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$85.9M +$50.2M +1,090,494 +140%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$79.2M +$54.9M +1,192,557 +226%
JFGIW
14
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78.8M +$2.31M +50,297 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$75.1M +$22.1M +480,354 +42%
Ameriprise
16
Ameriprise
Minnesota
$67.9M -$56.7M -1,229,454 -46%
PWP
17
Principle Wealth Partners
Connecticut
$66.7M +$16.5M +357,733 +33%
MIC
18
Means Investment Company
Maine
$58.3M +$53.6M +1,163,956 +1,122%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$57.5M -$24.5K -533 -0%
GWSG
20
GPS Wealth Strategies Group
Colorado
$56.9M +$2.81M +61,028 +5%
Lido Advisors
21
Lido Advisors
California
$56.8M +$1.07M +23,298 +2%
PAG
22
Private Advisor Group
New Jersey
$51.9M +$14.1M +305,548 +37%
Osaic Holdings
23
Osaic Holdings
Arizona
$49.4M -$3.01M -65,417 -6%
BWL
24
Bogart Wealth LLC
Virginia
$48M +$47.8M +1,038,148 +17,728%
Stifel Financial
25
Stifel Financial
Missouri
$46.4M +$47.8K +1,038 +0.1%
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