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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

536 hedge funds and large institutions have $4.77B invested in Invesco S&P 500 Top 50 ETF in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 241 increasing their positions, 155 reducing their positions, and 46 closing their positions.

Holders
536
Holders Change
+21
Holders Change %
+4.08%
% of All Funds
7.2%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.39%
New
80
Increased
241
Reduced
155
Closed
46
Calls
$1.76M
Puts
$630K
Net Calls
+$1.13M
Net Calls Change
+$436K

Top Buyers

1
PWP
1
Principle Wealth Partners
Connecticut
$140M
2
CWM
2
Congress Wealth Management
Massachusetts
$37.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$128M
4
Raymond James Financial
4
Raymond James Financial
Florida
$149M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$90.3M

Top Sellers

1
DFG
1
Demars Financial Group
Washington
$38.5M
2
Invesco
2
Invesco
Georgia
$59.4M
3
OCM
3
One Capital Management
California
$14.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$345M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$77.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$563M 10,803,253 +181,171 +2%
Morgan Stanley
2
Morgan Stanley
New York
$345M 6,624,238 -517,599 -7%
Bank of America
3
Bank of America
North Carolina
$206M 3,957,282 -281,748 -7%
Wells Fargo
4
Wells Fargo
California
$186M 3,563,783 +294,466 +9%
Raymond James Financial
5
Raymond James Financial
Florida
$149M 2,867,532 +588,257 +26%
PWP
6
Principle Wealth Partners
Connecticut
$140M 2,682,223 +1,232,337 +85%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$128M 2,464,746 +597,737 +32%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$128M 2,464,075 +61,706 +3%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$128M 2,428,269 -77,678 -3%
UBS Group
10
UBS Group
Switzerland
$120M 2,295,131 +4,231 +0.2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$92.1M 1,767,771 +136,418 +8%
JFGIW
12
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90.7M 1,740,907 +27,939 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$90.3M 1,732,530 +483,451 +39%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$87.6M 1,680,724 -39,690 -2%
Ameriprise
15
Ameriprise
Minnesota
$81.3M 1,566,664 +94,497 +6%
Two Sigma Investments
16
Two Sigma Investments
New York
$77.8M 1,493,050 -422,000 -22%
MIC
17
Means Investment Company
Maine
$70.9M 1,360,928 +93,257 +7%
GWSG
18
GPS Wealth Strategies Group
Colorado
$69.5M 1,333,341 +97,328 +8%
PAG
19
Private Advisor Group
New Jersey
$69.1M 1,326,617 +198,989 +18%
Lido Advisors
20
Lido Advisors
California
$65.6M 1,258,773 +24,630 +2%
Invesco
21
Invesco
Georgia
$59.4M 1,140,369 -2,223,066 -66%
Osaic Holdings
22
Osaic Holdings
Arizona
$56.9M 1,131,606 +57,603 +5%
BWL
23
Bogart Wealth LLC
Virginia
$56.5M 1,084,518 +40,514 +4%
CA
24
Clearstead Advisors
Ohio
$47.8M 916,957 -19,524 -2%
Stifel Financial
25
Stifel Financial
Missouri
$47.6M 913,960 -95,148 -9%
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