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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 %
AIC
476
Archer Investment Corporation
Indiana
$62.7K +$1.88K +36 +3%
AssetMark Inc
477
AssetMark Inc
California
$60.7K -$304K -5,829 -83%
T
478
Transce3nd
Texas
$58.7K +$15.8K +303 +37%
LC
479
Luminist Capital
Michigan
$56.7K – – –
RIL
480
Rothschild Investment LLC
Illinois
$52.1K – – –
CIBC Private Wealth Group
481
CIBC Private Wealth Group
Georgia
$52.1K – – –
GSWM
482
Golden State Wealth Management
California
$51.2K -$25.1K -481 -33%
BTI
483
Blue Trust Inc
Georgia
$50.7K +$29.6K +569 +141%
FGC
484
Financial Gravity Companies
Texas
$47.4K +$47.4K +910 New
CIAS
485
Capital Investment Advisory Services
North Carolina
$42.8K +$52 +1 +0.1%
LFA
486
LGT Financial Advisors
Texas
$41.2K +$29.4K +564 +248%
KWM
487
Kiker Wealth Management
Georgia
$39.1K – – –
IHWM
488
Iron Horse Wealth Management
Iowa
$39.1K – – –
PB
489
Pinnacle Bancorp
Nebraska
$38.3K +$104 +2 +0.3%
YDMI
490
Y.D. More Investments
Israel
$37.3K +$3.73K +72 +11%
EWM
491
EPG Wealth Management
Georgia
$35.9K – – –
TFG
492
Team Financial Group
California
$34.5K +$34.5K +663 New
MEG
493
Millstone Evans Group
Colorado
$33.1K – – –
BCM
494
Berbice Capital Management
New York
$32.5K -$464K -8,900 -93%
HAP
495
Harbor Asset Planning
Massachusetts
$31.4K +$31.4K +603 New
SC
496
SouthState Corp
Florida
$31.3K – – –
AA
497
Ancora Advisors
Ohio
$31K – – –
MCM
498
MAI Capital Management
Ohio
$29.5K +$2.92K +56 +11%
HIMS
499
Hager Investment Management Services
New Hampshire
$28.7K – – –
Group One Trading
500
Group One Trading
Illinois
$27.9K -$42.2K -809 -60%
18 19
20
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