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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 %
SG
376
StoneX Group
New York
$382K +$382K +7,339 New
BOSSRA
377
B.O.S.S. Retirement Advisors
Utah
$382K +$382K +7,331 New
BJL
378
Brighton Jones LLC
Washington
$377K +$2.66K +51 +0.7%
VBCG
379
Valley Brook Capital Group
Pennsylvania
$375K +$32.6K +625 +10%
SPAS
380
Spectrum Planning & Advisory Services
California
$375K -$298K -5,718 -44%
IRC
381
Investors Research Corp
Georgia
$369K +$131K +2,507 +55%
CFG
382
Cooper Financial Group
California
$363K -$271K -5,201 -43%
RFA
383
Resurgent Financial Advisors
Georgia
$363K +$113K +2,175 +45%
GPFA
384
Game Plan Financial Advisors
Ohio
$363K -$84.7K -1,625 -19%
UOTTAIMCU
385
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$358K – – –
PSF
386
Pacific Sun Financial
California
$356K +$11.2K +215 +3%
TCWM
387
Total Clarity Wealth Management
Illinois
$351K -$59K -1,132 -14%
KNFPWM
388
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$351K – – –
RCA
389
Runnymede Capital Advisors
Ohio
$339K -$20.6K -395 -6%
RFA
390
Rollins Financial Advisors
New York
$338K -$156K -2,985 -32%
SAM
391
Synergy Asset Management
Washington
$335K +$2.97K +57 +0.9%
HP
392
Holistic Planning
Texas
$330K -$5.94K -114 -2%
BONH
393
Bank of New Hampshire
New Hampshire
$329K – – –
FFWM
394
Future Financial Wealth Management
Ohio
$328K +$328K +6,303 New
FA
395
Fiduciary Alliance
South Carolina
$323K +$75.2K +1,443 +30%
PPW
396
Parcion Private Wealth
Washington
$322K +$322K +6,188 New
SAM
397
Secure Asset Management
Michigan
$322K -$7.03K -135 -2%
DS
398
DRW Securities
Illinois
$320K – – –
RWA
399
Redhawk Wealth Advisors
Minnesota
$318K -$1.78M -34,128 -85%
FEM
400
Fulcrum Equity Management
Texas
$318K +$78.5K +1,507 +33%
14 15
16
17 18