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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 %
APW
326
Aurora Private Wealth
New Jersey
$543K -$339K -6,507 -38%
MP
327
McDonald Partners
Ohio
$540K +$51.5K +987 +11%
CA
328
CoreCap Advisors
Michigan
$535K +$464K +8,901 +649%
D.E. Shaw & Co
329
D.E. Shaw & Co
New York
$530K +$92.2K +1,769 +21%
CCG
330
Catalina Capital Group
California
$529K +$172K +3,302 +48%
AQR Capital Management
331
AQR Capital Management
Connecticut
$525K +$525K +10,078 New
GSIS
332
Global Strategic Investment Solutions
Arizona
$524K -$2.87K -55 -0.5%
IAS
333
Insigneo Advisory Services
Florida
$521K +$3.23K +62 +0.6%
PNC Financial Services Group
334
PNC Financial Services Group
Pennsylvania
$513K -$51K -978 -9%
ISFAN
335
Investor's Fiduciary Advisor Network
Washington
$513K +$513K +9,865 New
WPC
336
Wedmont Private Capital
Pennsylvania
$506K +$54.8K +1,044 +12%
IA
337
Insight Advisors
Pennsylvania
$503K +$31.9K +612 +7%
BWP
338
Balboa Wealth Partners
Arizona
$503K +$10.9K +210 +2%
TWP
339
Tempus Wealth Planning
California
$503K +$247K +4,743 +97%
Qube Research & Technologies (QRT)
340
Qube Research & Technologies (QRT)
United Kingdom
$502K +$350K +6,717 +231%
BRWA
341
B. Riley Wealth Advisors
Florida
$502K +$502K +9,629 New
SF
342
Synovus Financial
Georgia
$498K -$52.4K -1,006 -10%
MCC
343
Money Concepts Capital
Florida
$498K -$50.1K -961 -9%
MSAM
344
Moloney Securities Asset Management
Missouri
$496K +$28.2K +541 +6%
SC
345
Savant Capital
Illinois
$488K -$63.3K -1,215 -11%
SAM
346
Smartleaf Asset Management
Massachusetts
$485K +$485K +9,350 New
O3W
347
Omni 360 Wealth
New Jersey
$482K +$482K +9,242 New
EM
348
ELCO Management
New York
$472K -$2.61K -50 -0.5%
MWA
349
MN Wealth Advisors
Kansas
$464K +$464K +8,896 New
FFA
350
Founders Financial Alliance
North Carolina
$456K +$16.4K +315 +4%
12 13
14
15 16