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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

537 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, 241 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+22
Holders Change %
+4.27%
% of All Funds
7.2%
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
241
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 %
AG
426
AmeriFlex Group
Nevada
$241K – – –
Pathstone Holdings
427
Pathstone Holdings
New Jersey
$241K +$241K +4,620 New
AWM
428
Aviso Wealth Management
Washington
$241K +$2.76K +53 +1%
CCC
429
Compass Capital Corp
Massachusetts
$240K +$210 +4 +0.1%
MIFH
430
Migdal Insurance & Financial Holdings
Israel
$235K -$102K -1,954 -30%
WFS
431
WealthGarden F.S.
California
$231K +$231K +4,278 New
AAP
432
Arax Advisory Partners
Colorado
$229K +$229K +4,387 +43,870%
PSCM
433
Per Stirling Capital Management
Texas
$227K -$3.28K -63 -1%
SA
434
Sovran Advisors
California
$222K +$222K +4,258 New
BMCM
435
Burns Matteson Capital Management
New York
$217K +$217K +4,170 New
KWA
436
Kingswood Wealth Advisors
California
$215K -$207K -3,965 -49%
Neuberger Berman Group
437
Neuberger Berman Group
New York
$215K +$215K +4,128 New
RFN
438
Redwood Financial Network
Ohio
$215K +$215K +4,120 New
PWA
439
Prairie Wealth Advisors
Nebraska
$211K +$211K +4,042 New
LA
440
Lifeworks Advisors
Michigan
$210K -$93.9K -1,803 -31%
SAI
441
Savvy Advisors Inc
New York
$210K +$210K +4,033 New
Luther King Capital Management (LKCM)
442
Luther King Capital Management (LKCM)
Texas
$208K – – –
GS
443
GTS Securities
New York
$208K -$1.12M -21,517 -84%
Barclays
444
Barclays
United Kingdom
$208K – – –
CWM
445
Centric Wealth Management
Illinois
$206K +$206K +3,780 New
V
446
ViaWealth
Kansas
$206K -$45.8K -880 -18%
BIG
447
Brookwood Investment Group
Arizona
$205K +$205K +3,943 New
EFS
448
Essex Financial Services
Connecticut
$205K +$205K +3,930 New
GHA
449
Granite Harbor Advisors
Texas
$200K +$200K +3,843 New
AF
450
Allworth Financial
California
$195K -$62.5K -1,200 -24%
16 17
18
19 20