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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 %
PA
501
Parallel Advisors
California
$26.5K -$14.6K -281 -36%
NRC
502
New Republic Capital
North Carolina
$26.3K +$10.8K +208 +70%
HI
503
Horizon Investments
North Carolina
$21.9K +$938 +18 +4%
GM
504
GeoWealth Management
Illinois
$21.2K -$4.85M -93,030 -100%
OWP
505
ORG Wealth Partners
Texas
$19.7K – – –
CIA
506
Choate Investment Advisors
Massachusetts
$18.8K +$18.8K +360 New
TPWA
507
Twin Peaks Wealth Advisors
California
$18.6K +$18.6K +338 New
CFS
508
CGC Financial Services
Oregon
$18.2K – – –
SRCM
509
Signature Resources Capital Management
California
$13.5K +$13.5K +259 New
TCOV
510
Trust Company of Vermont
Vermont
$12.5K – – –
FCMT
511
Founders Capital Management (Texas)
Texas
$12K – – –
AWM
512
Abound Wealth Management
Tennessee
$11.8K -$5.58K -107 -32%
MMCM
513
Murphy & Mullick Capital Management
New York
$10.4K – – –
FDW
514
Fourth Dimension Wealth
Ohio
$10.4K – – –
CWIG
515
Chung Wu Investment Group
Texas
$10.4K +$10.4K +200 New
WBC
516
West Branch Capital
Massachusetts
$9.9K – – –
JWA
517
JFS Wealth Advisors
Pennsylvania
$9.43K -$469 -9 -5%
BBHC
518
Brown Brothers Harriman & Co
New York
$8.65K +$8.65K +166 New
WP
519
WealthShield Partners
North Carolina
$8.23K – – –
DFA
520
DHJJ Financial Advisors
Illinois
$7.55K +$2.34K +45 +45%
SA
521
Scarborough Advisors
Maryland
$7.42K +$7.42K +142 New
PPA
522
Painted Porch Advisors
California
$7.35K +$625 +12 +9%
SL
523
Salomon & Ludwin
Virginia
$6.8K +$6.8K +131 New
HNB
524
Huntington National Bank
Ohio
$6.62K -$51.2K – –
CI
525
CX Institutional
Indiana
$6K +$6K +118 New
19 20
21
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