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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

536 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 46 closing their positions.

Holders
536
Holders Change
+21
Holders Change %
+4.08%
% 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
46
Calls
$1.76M
Puts
$630K
Net Calls
+$1.13M
Net Calls Change
+$436K

Top Buyers

1
PWP
1
Principle Wealth Partners
Connecticut
$140M
2
CWM
2
Congress Wealth Management
Massachusetts
$37.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$128M
4
Raymond James Financial
4
Raymond James Financial
Florida
$149M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$90.3M

Top Sellers

1
DFG
1
Demars Financial Group
Washington
$38.5M
2
Invesco
2
Invesco
Georgia
$59.4M
3
OCM
3
One Capital Management
California
$14.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$345M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$77.8M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$41.3M 791,812 +27,409 +4%
DFG
27
Demars Financial Group
Washington
$38.5M 738,447 -27,338,615 -97%
CWM
28
Congress Wealth Management
Massachusetts
$37.5M 719,865 +678,624 +1,646%
AWMS
29
Advocacy Wealth Management Services
Georgia
$36.4M 699,173 +350,535 +101%
HighTower Advisors
30
HighTower Advisors
Illinois
$35.6M 683,314 +263,317 +63%
IWC
31
Integrated Wealth Concepts
Massachusetts
$32.8M 630,288 +97,697 +18%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$30.3M 581,964 +298,964 +106%
AF
33
Apexium Financial
Texas
$28.9M 555,497 +14,554 +3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$27.8M 532,836 +341 +0.1%
APW
35
Austin Private Wealth
Texas
$27.5M 527,918 +196,832 +59%
GIA
36
Gladstone Institutional Advisory
Florida
$26.3M 504,830 +371,247 +278%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$25.1M 482,525 +78,855 +20%
QFA
38
Quattro Financial Advisors
Texas
$25M 479,979 -52,235 -10%
SWP
39
Stratos Wealth Partners
Ohio
$24.9M 477,772 +83,579 +21%
CWM
40
Cedar Wealth Management
California
$24.9M 477,174 +10,869 +2%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$24.7M 475,445 +159,788 +51%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$20.4M 391,908 -137,232 -26%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$19.9M 382,892 -162,942 -30%
CWA
44
Core Wealth Advisors
Florida
$18.8M 361,470 -15,002 -4%
Goldman Sachs
45
Goldman Sachs
New York
$18M 345,272 +5,801 +2%
GRP
46
Global Retirement Partners
California
$17.2M 331,025 +331,025 New
Citigroup
47
Citigroup
New York
$16.8M 322,811 +65,355 +25%
KAS
48
Kestra Advisory Services
Texas
$16.8M 322,492 +105,917 +49%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$15.6M 299,364 +9,880 +3%
SWM
50
Segment Wealth Management
Texas
$15.6M 299,338 +3,758 +1%
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