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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 %
HHGA
501
Halbert Hargrove Global Advisors
California
$27.1K – – –
PA
502
Parallel Advisors
California
$26.5K -$14.6K -281 -36%
NRC
503
New Republic Capital
North Carolina
$26.3K +$10.8K +208 +70%
HI
504
Horizon Investments
North Carolina
$21.9K +$938 +18 +4%
GM
505
GeoWealth Management
Illinois
$21.2K -$4.85M -93,030 -100%
OWP
506
ORG Wealth Partners
Texas
$19.7K – – –
CIA
507
Choate Investment Advisors
Massachusetts
$18.8K +$18.8K +360 New
TPWA
508
Twin Peaks Wealth Advisors
California
$18.6K +$18.6K +338 New
CFS
509
CGC Financial Services
Oregon
$18.2K – – –
SRCM
510
Signature Resources Capital Management
California
$13.5K +$13.5K +259 New
TCOV
511
Trust Company of Vermont
Vermont
$12.5K – – –
FCMT
512
Founders Capital Management (Texas)
Texas
$12K – – –
AWM
513
Abound Wealth Management
Tennessee
$11.8K -$5.58K -107 -32%
MMCM
514
Murphy & Mullick Capital Management
New York
$10.4K – – –
FDW
515
Fourth Dimension Wealth
Ohio
$10.4K – – –
CWIG
516
Chung Wu Investment Group
Texas
$10.4K +$10.4K +200 New
WBC
517
West Branch Capital
Massachusetts
$9.9K – – –
JWA
518
JFS Wealth Advisors
Pennsylvania
$9.43K -$469 -9 -5%
BBHC
519
Brown Brothers Harriman & Co
New York
$8.65K +$8.65K +166 New
WP
520
WealthShield Partners
North Carolina
$8.23K – – –
DFA
521
DHJJ Financial Advisors
Illinois
$7.55K +$2.34K +45 +45%
SA
522
Scarborough Advisors
Maryland
$7.42K +$7.42K +142 New
PPA
523
Painted Porch Advisors
California
$7.35K +$625 +12 +9%
SL
524
Salomon & Ludwin
Virginia
$6.8K +$6.8K +131 New
HNB
525
Huntington National Bank
Ohio
$6.62K -$51.2K – –
19 20
21
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