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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 %
TWP
401
Triad Wealth Partners
Kansas
$316K -$2.29K -44 -0.7%
DC
402
Davenport & Co
Virginia
$313K +$3.13K +60 +1%
AP
403
Americana Partners
Texas
$310K – – –
WDL
404
Well Done LLC
Michigan
$298K +$298K +5,712 New
PCH
405
PGIM Custom Harvest
New Jersey
$297K +$42.2K +810 +17%
PFS
406
Prospera Financial Services
Texas
$292K +$292K +5,597 New
AA
407
Advisory Alpha
Michigan
$288K -$4.22K -81 -1%
EFG
408
Embree Financial Group
Illinois
$287K -$40.7K -782 -12%
CFP
409
Catalyst Financial Partners
Massachusetts
$285K +$46.4K +891 +19%
NPFS
410
Novak & Powell Financial Services
Florida
$280K – – –
BAM
411
Belpointe Asset Management
Nevada
$276K -$50.2K -964 -15%
GPW
412
Gentry Private Wealth
Kansas
$272K – – –
CWMK
413
Caliber Wealth Management (Kansas)
Kansas
$270K +$270K +5,186 New
WA
414
Waddell & Associates
Tennessee
$265K +$265K +5,085 New
CCWM
415
Cassaday & Co Wealth Management
Virginia
$262K +$262K +5,022 New
GA
416
GFS Advisors
Texas
$261K +$261K +5,000 New
FCIM
417
Fairview Capital Investment Management
California
$261K – – –
SG
418
Somerset Group
Minnesota
$261K – – –
OWP
419
Obermeyer Wealth Partners
Colorado
$260K +$260K +4,999 New
GC
420
Grimes & Company
Massachusetts
$260K +$521 +10 +0.2%
WA
421
Wealth Architects
California
$258K – – –
TRCT
422
Tower Research Capital (TRC)
New York
$255K -$1.97M -37,747 -89%
LFAS
423
Level Four Advisory Services
Texas
$253K -$16.7K -320 -6%
GWM
424
Geneos Wealth Management
Colorado
$252K -$193K -3,699 -43%
KLI
425
Kelman-Lazarov Inc
Tennessee
$251K +$52 +1 +0%
15 16
17
18 19