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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 %
DAS
426
Dynamic Advisor Solutions
Arizona
$249K -$1.2M -22,963 -83%
AG
427
AmeriFlex Group
Nevada
$241K – – –
Pathstone Holdings
428
Pathstone Holdings
New Jersey
$241K +$241K +4,620 New
AWM
429
Aviso Wealth Management
Washington
$241K +$2.76K +53 +1%
CCC
430
Compass Capital Corp
Massachusetts
$240K +$210 +4 +0.1%
MIFH
431
Migdal Insurance & Financial Holdings
Israel
$235K -$102K -1,954 -30%
WFS
432
WealthGarden F.S.
California
$231K +$231K +4,278 New
AAP
433
Arax Advisory Partners
Colorado
$229K +$229K +4,387 +43,870%
PSCM
434
Per Stirling Capital Management
Texas
$227K -$3.28K -63 -1%
SA
435
Sovran Advisors
California
$222K +$222K +4,258 New
BMCM
436
Burns Matteson Capital Management
New York
$217K +$217K +4,170 New
KWA
437
Kingswood Wealth Advisors
California
$215K -$207K -3,965 -49%
Neuberger Berman Group
438
Neuberger Berman Group
New York
$215K +$215K +4,128 New
RFN
439
Redwood Financial Network
Ohio
$215K +$215K +4,120 New
PWA
440
Prairie Wealth Advisors
Nebraska
$211K +$211K +4,042 New
LA
441
Lifeworks Advisors
Michigan
$210K -$93.9K -1,803 -31%
SAI
442
Savvy Advisors Inc
New York
$210K +$210K +4,033 New
Luther King Capital Management (LKCM)
443
Luther King Capital Management (LKCM)
Texas
$208K – – –
GS
444
GTS Securities
New York
$208K -$1.12M -21,517 -84%
Barclays
445
Barclays
United Kingdom
$208K – – –
CWM
446
Centric Wealth Management
Illinois
$206K +$206K +3,780 New
V
447
ViaWealth
Kansas
$206K -$45.8K -880 -18%
BIG
448
Brookwood Investment Group
Arizona
$205K +$205K +3,943 New
EFS
449
Essex Financial Services
Connecticut
$205K +$205K +3,930 New
GHA
450
Granite Harbor Advisors
Texas
$200K +$200K +3,843 New
16 17
18
19 20