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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

537 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 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+22
Holders Change %
+4.27%
% 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
47
Calls
$4.75M
Puts
$630K
Net Calls
+$4.12M
Net Calls Change
+$3.42M

Top Buyers

1
PWP
Principle Wealth Partners
Connecticut
+$64.2M
2
CWM
Congress Wealth Management
Massachusetts
+$35.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$31.1M
4
Raymond James Financial
Raymond James Financial
Florida
+$30.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$25.2M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$1.42B
2
Invesco
Invesco
Georgia
-$116M
3
OCM
One Capital Management
California
-$33.4M
4
Morgan Stanley
Morgan Stanley
New York
-$27M
5
Two Sigma Investments
Two Sigma Investments
New York
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$1.25M -$5.52K -106 -0.4%
RFN
227
RDA Financial Network
Iowa
$1.24M +$743K +14,259 +150%
PWM
228
Perigon Wealth Management
California
$1.23M -$803K -15,417 -40%
MA
229
MONECO Advisors
Connecticut
$1.22M -$50.1K -962 -4%
HFA
230
Hershey Financial Advisers
Pennsylvania
$1.22M +$1.22M +23,335 New
WP
231
WealthPLAN Partners
Nebraska
$1.21M +$392K +7,523 +48%
LAS
232
Lloyd Advisory Services
Georgia
$1.2M +$1.2M +23,119 New
KWS
233
Keystone Wealth Services
California
$1.2M +$14.1K +271 +1%
MGP
234
Metis Global Partners
California
$1.19M +$901K +17,296 +312%
CFB
235
Cullen/Frost Bankers
Texas
$1.16M +$9.8K +188 +0.8%
LSA
236
Lansing Street Advisors
Pennsylvania
$1.16M -$41.1K -788 -3%
SFA
237
Sequoia Financial Advisors
Ohio
$1.16M +$180K +3,449 +18%
SB
238
Strategic Blueprint
Georgia
$1.14M +$324K +6,215 +40%
FFA
239
Florida Financial Advisors
Florida
$1.11M +$555K +10,662 +100%
CA
240
Cannon Advisors
North Carolina
$1.11M -$719K -13,804 -39%
MFS
241
Madrona Financial Services
Washington
$1.1M +$205K +3,929 +23%
SWM
242
Spire Wealth Management
Virginia
$1.08M -$14.2K -273 -1%
HNB
243
Hilltop National Bank
Wyoming
$1.08M +$1.08M +20,650 New
WA
244
WBH Advisory
Maryland
$1.07M +$207K +3,982 +24%
HH
245
Hilltop Holdings
Texas
$1.07M +$60.6K +1,164 +6%
KLCM
246
KG&L Capital Management
Louisiana
$1.06M -$5.78K -111 -0.5%
IWM
247
Iams Wealth Management
Nebraska
$1.06M -$203K -3,903 -16%
HSBC Holdings
248
HSBC Holdings
United Kingdom
$1.04M +$1.04M +20,000 New
ASN
249
Advisory Services Network
Georgia
$1.03M +$316K +5,869 +44%
WAP
250
Wealthcare Advisory Partners
Pennsylvania
$1.02M +$57.7K +1,107 +6%
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