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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 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+24
Holders Change %
+4.67%
% 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
46
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 %
BFA
301
Beacon Financial Advisory
Ohio
$653K +$226K +4,331 +53%
NAS
302
NWF Advisory Services
California
$648K +$132K +2,529 +26%
AFP
303
Ausdal Financial Partners
Iowa
$648K +$12.4K +238 +2%
CWA
304
Capital Wealth Alliance
Arizona
$636K -$63.1K -1,211 -9%
Renaissance Technologies
305
Renaissance Technologies
New York
$610K +$610K +11,700 New
FHC
306
First Heartland Consultants
Missouri
$609K +$43.6K +836 +8%
BEI
307
Benjamin Edwards Inc
Missouri
$607K +$176K +3,371 +41%
SFA
308
Semmax Financial Advisors
North Carolina
$605K +$209K +3,832 +53%
KCFA
309
Key Client Fiduciary Advisors
New Jersey
$602K +$4.69K +90 +0.8%
SW
310
SteelPeak Wealth
California
$596K -$37K -710 -6%
CFD
311
Creative Financial Designs
Indiana
$593K +$238K +4,568 +67%
SWM
312
Selective Wealth Management
Virginia
$587K – – –
SIC
313
Samalin Investment Counsel
New York
$586K +$345K +6,629 +144%
CL
314
Choreo LLC
Illinois
$585K +$40.8K +783 +7%
KBFS
315
Kohmann Bosshard Financial Services
Ohio
$578K – – –
F4L
316
Fortune 45 LLC
Louisiana
$577K +$5.42K +104 +0.9%
VA
317
VestGen Advisors
Illinois
$576K -$990 -19 -0.2%
FWA
318
FOCUS Wealth Advisors
Texas
$569K – – –
KWM
319
Kingsview Wealth Management
Oregon
$564K -$69.8K -1,340 -11%
OFG
320
OmniStar Financial Group
North Carolina
$561K +$5.63K +108 +1%
FIM
321
Freedom Investment Management
Connecticut
$557K -$11.8K -227 -2%
BAAM
322
Baker Avenue Asset Management
California
$557K +$72K +1,382 +15%
IWM
323
IHT Wealth Management
Illinois
$556K -$204K -3,906 -27%
BFG
324
Beacon Financial Group
Texas
$556K +$99.8K +1,915 +22%
AW
325
Alteri Wealth
California
$544K +$90.7K +1,740 +20%
11 12
13
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