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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 %
WTA
451
Washington Trust Advisors
Massachusetts
$172K – – –
HBW
452
Hazlett, Burt & Watson
West Virginia
$168K -$51.7K -1,001 -24%
IWA
453
Icon Wealth Advisors
Texas
$166K +$1.15K +22 +0.7%
EWA
454
EverSource Wealth Advisors
Alabama
$161K -$105K -2,007 -39%
ACA
455
American Capital Advisory
Idaho
$143K – – –
LFG
456
Larson Financial Group
Missouri
$138K +$138K +2,645 New
SAM
457
S.A. Mason
Michigan
$135K -$26.1K -500 -16%
HT
458
Headlands Technologies
Illinois
$109K +$49.4K +948 +83%
TCM
459
Traub Capital Management
Massachusetts
$104K +$104K +2,000 New
KFI
460
Key Financial Inc
Pennsylvania
$102K +$6.77K +130 +7%
CWP
461
Concord Wealth Partners
Virginia
$96.5K +$11.3K +217 +13%
SWP
462
Strategic Wealth Partners
Ohio
$91.3K +$91.3K +1,753 New
CBT
463
Crews Bank & Trust
Florida
$91.2K – – –
TWC
464
TD Waterhouse Canada
Ontario, Canada
$81.8K +$68.3K +1,320 +508%
Russell Investments Group
465
Russell Investments Group
United Kingdom
$80K +$48.2K +926 +152%
Belvedere Trading
466
Belvedere Trading
Illinois
$78.8K +$78.8K +1,513 New
SIS
467
Sound Income Strategies
Florida
$77.5K -$5.31K -102 -6%
MSG
468
Main Street Group
Virginia
$71.4K – – –
MIM
469
MTM Investment Management
South Carolina
$70.1K +$36.7K +704 +110%
JFA
470
JNBA Financial Advisors
Minnesota
$65.1K +$65.1K +1,250 New
AF
471
Advisornet Financial
Minnesota
$64.7K +$58.5K +1,123 +944%
S
472
SignatureFD
Georgia
$64.5K – – –
RFA
473
Register Financial Advisors
Georgia
$63.6K -$57.3K -1,100 -47%
WCM
474
Winthrop Capital Management
Indiana
$63K – – –
AIC
475
Archer Investment Corporation
Indiana
$62.7K +$1.88K +36 +3%
17 18
19
20 21