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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 %
SPI
251
Sutton Place Investors
New York
$1.02M +$362K +6,947 +55%
BlackRock
252
BlackRock
New York
$1.02M -$66.3K -1,272 -6%
HI
253
Harbour Investments
Wisconsin
$1.02M +$331K +6,354 +48%
EWM
254
Evolution Wealth Management
Florida
$1.02M +$1.02M +19,548 New
PWM
255
Partners Wealth Management
California
$1.01M – – –
SP
256
Sequent Planning
Nebraska
$997K +$120K +2,295 +14%
BWA
257
BlueChip Wealth Advisors
Georgia
$995K -$605K -11,609 -38%
HWM
258
Horizon Wealth Management
Illinois
$993K +$81K +1,554 +9%
MWA
259
Merkkuri Wealth Advisors
New York
$991K +$518K +9,951 +110%
TL
260
Tradewinds LLC
North Carolina
$991K +$991K +19,015 New
DFA
261
Davies Financial Advisors
California
$986K – – –
SFG
262
Snider Financial Group
Washington
$974K +$53.6K +1,029 +6%
NFSG
263
Newbridge Financial Services Group
Florida
$966K -$270K -5,177 -22%
BPA
264
Beacon Pointe Advisors
California
$962K -$108K -2,066 -10%
FIA
265
Foundations Investment Advisors
Arizona
$942K -$3.28M -62,941 -78%
GDP
266
Great Diamond Partners
Maine
$936K +$13.4K +257 +1%
Envestnet Portfolio Solutions
267
Envestnet Portfolio Solutions
Illinois
$930K -$1.19M -22,902 -56%
CWA
268
Clearview Wealth Advisors
Oregon
$911K +$301K +5,779 +49%
PFGIA
269
Patriot Financial Group Insurance Agency
Massachusetts
$895K +$414K +7,955 +86%
LGW
270
Leslie Global Wealth
Illinois
$873K +$294K +5,651 +51%
IAN
271
Integrated Advisors Network
Texas
$873K +$305K +5,856 +54%
FFS
272
Founders Financial Securities
Maryland
$864K -$116K -2,217 -12%
QCM
273
Quantinno Capital Management
New York
$863K +$77.7K +1,492 +10%
SAW
274
Signal Advisors Wealth
Michigan
$852K +$469K +9,010 +123%
SHA
275
Seneca House Advisors
Virginia
$847K -$41.5K -796 -5%
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