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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 %
AF
451
Allworth Financial
California
$195K -$62.5K -1,200 -24%
WTA
452
Washington Trust Advisors
Massachusetts
$172K – – –
HBW
453
Hazlett, Burt & Watson
West Virginia
$168K -$51.7K -1,001 -24%
IWA
454
Icon Wealth Advisors
Texas
$166K +$1.15K +22 +0.7%
EWA
455
EverSource Wealth Advisors
Alabama
$161K -$105K -2,007 -39%
ACA
456
American Capital Advisory
Idaho
$143K – – –
LFG
457
Larson Financial Group
Missouri
$138K +$138K +2,645 New
SAM
458
S.A. Mason
Michigan
$135K -$26.1K -500 -16%
HT
459
Headlands Technologies
Illinois
$109K +$49.4K +948 +83%
TCM
460
Traub Capital Management
Massachusetts
$104K +$104K +2,000 New
KFI
461
Key Financial Inc
Pennsylvania
$102K +$6.77K +130 +7%
CWP
462
Concord Wealth Partners
Virginia
$96.5K +$11.3K +217 +13%
SWP
463
Strategic Wealth Partners
Ohio
$91.3K +$91.3K +1,753 New
CBT
464
Crews Bank & Trust
Florida
$91.2K – – –
TWC
465
TD Waterhouse Canada
Ontario, Canada
$81.8K +$68.3K +1,320 +508%
Russell Investments Group
466
Russell Investments Group
United Kingdom
$80K +$48.2K +926 +152%
Belvedere Trading
467
Belvedere Trading
Illinois
$78.8K +$78.8K +1,513 New
SIS
468
Sound Income Strategies
Florida
$77.5K -$5.31K -102 -6%
MSG
469
Main Street Group
Virginia
$71.4K – – –
MIM
470
MTM Investment Management
South Carolina
$70.1K +$36.7K +704 +110%
JFA
471
JNBA Financial Advisors
Minnesota
$65.1K +$65.1K +1,250 New
AF
472
Advisornet Financial
Minnesota
$64.7K +$58.5K +1,123 +944%
S
473
SignatureFD
Georgia
$64.5K – – –
RFA
474
Register Financial Advisors
Georgia
$63.6K -$57.3K -1,100 -47%
WCM
475
Winthrop Capital Management
Indiana
$63K – – –
17 18
19
20 21