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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 %
WA
351
Waverly Advisors
Alabama
$455K +$186K +3,562 +69%
KV
352
Kickstand Ventures
New York
$452K +$452K +8,678 New
MIA
353
MainStreet Investment Advisors
Illinois
$446K – – –
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$446K – – –
EAM
355
Empirical Asset Management
Massachusetts
$443K +$142K +2,719 +47%
CFG
356
Carr Financial Group
Massachusetts
$440K -$1.23M -23,662 -74%
DC
357
Darrow Company
Massachusetts
$440K – – –
SMC
358
Smith, Moore & Co
Missouri
$438K +$3.13K +60 +0.7%
MA
359
Mezzasalma Advisors
New Jersey
$438K – – –
GFPC
360
Global Financial Private Client
Florida
$428K +$2.14K +41 +0.5%
MWM
361
Maridea Wealth Management
New York
$425K +$155K +2,981 +58%
MGIA
362
Moneta Group Investment Advisors
Missouri
$425K +$142K +2,723 +50%
MWM
363
Maripau Wealth Management
Indiana
$424K +$424K +8,148 New
CWG
364
Cornerstone Wealth Group
North Carolina
$424K – – –
MCA
365
MSH Capital Advisors
Arizona
$423K +$423K +8,117 New
FMWA
366
Forvis Mazars Wealth Advisors
Missouri
$422K +$422K +8,100 New
RL
367
Retireful LLC
Michigan
$421K -$75.1K -1,441 -15%
ECM
368
Evergreen Capital Management
Washington
$418K – – –
CA
369
Calton & Associates
Florida
$416K +$16.9K +324 +4%
MFG
370
Magnus Financial Group
New York
$399K +$159K +3,053 +66%
SSWM
371
Smith Salley Wealth Management
North Carolina
$394K +$11.2K +215 +3%
ESB
372
Essex Savings Bank
Connecticut
$393K +$393K +7,552 New
GSIAS
373
Garden State Investment Advisory Services
New Jersey
$390K -$21.1K -404 -5%
Thrivent Financial for Lutherans
374
Thrivent Financial for Lutherans
Minnesota
$386K -$2.84M -54,472 -88%
TIAA Trust, National Association
375
TIAA Trust, National Association
North Carolina
$383K +$50.6K +971 +15%
13 14
15
16 17