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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

538 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, 242 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+23
Holders Change %
+4.47%
% of All Funds
7.21%
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
242
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 %
RFM
276
Royal Fund Management
Florida
$842K +$348K +6,669 +70%
MG
277
Mather Group
Illinois
$840K +$829K +15,919 +7,920%
DSCM
278
Del-Sette Capital Management
New York
$832K +$832K +15,961 New
IA
279
IFP Advisors
Florida
$829K +$130K +2,489 +19%
HF
280
HRT Financial
New York
$822K +$570K +10,950 +226%
VCP
281
Verus Capital Partners
Arizona
$811K +$811K +15,569 New
TSMHT
282
Thurston Springer Miller Herd & Titak
Indiana
$805K +$805K +15,447 New
VPF
283
Vantage Point Financial
Illinois
$796K +$264K +5,064 +50%
NL
284
NWAM LLC
Washington
$796K +$237K +4,409 +43%
WCM
285
WealthTrak Capital Management
Virginia
$792K +$363K +6,972 +85%
CWP
286
Cyndeo Wealth Partners
Florida
$787K +$5.42K +104 +0.7%
LA
287
LexAurum Advisors
Kansas
$785K +$123K +2,366 +19%
GAM
288
Gotham Asset Management
New York
$784K – – –
MSFS
289
Main Street Financial Solutions
Pennsylvania
$724K +$359K +6,886 +98%
Cerity Partners
290
Cerity Partners
New York
$713K -$3.68M -70,602 -84%
UAG
291
United Advisor Group
Ohio
$705K +$6.41K +123 +0.9%
Empower Advisory Group
292
Empower Advisory Group
Colorado
$701K +$1.77K +34 +0.3%
NSIM
293
North Star Investment Management
Illinois
$701K -$15.5K -298 -2%
SAM
294
Summit Asset Management
Tennessee
$682K -$1.3K -25 -0.2%
SW
295
Simplicity Wealth
New Jersey
$678K +$678K +13,006 New
AC
296
Avant Capital
Louisiana
$672K -$20.5K -394 -3%
TC
297
Trilogy Capital
California
$667K -$32.9K -632 -5%
JIC
298
Joel Isaacson & Co
New York
$658K +$1.04K +20 +0.2%
FW
299
FullCircle Wealth
Texas
$657K +$238K +4,437 +57%
MHS
300
M Holdings Securities
Oregon
$656K +$656K +12,619 New
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