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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 %
ADL
526
Asset Dedication LLC
California
$5.99K – – –
OSAM
527
O'Shaughnessy Asset Management
Connecticut
$5.63K +$573 +11 +11%
KFP
528
Keener Financial Planning
Texas
$5K – – –
PA
529
Pineridge Advisors
Missouri
$3.86K +$3.86K +74 New
WCM
530
Weaver Capital Management
Georgia
$3.65K – – –
National Bank of Canada
531
National Bank of Canada
Quebec, Canada
$3.6K -$2.92K -56 -45%
WWM
532
Wagner Wealth Management
South Carolina
$3.47K – – –
NC
533
NewSquare Capital
Pennsylvania
$3.13K +$3.13K +60 New
CFO
534
CVA Family Office
Colorado
$2.35K – – –
BNP Paribas Financial Markets
535
BNP Paribas Financial Markets
France
$2.29K +$2.29K +44 New
OLVIG
536
Oliver Lagore Vanvalin Investment Group
Michigan
$1.75K +$1.75K +38 New
T
537
Tidemark
California
$1.37K -$12.6K -238 -90%
CAM
538
Creekmur Asset Management
Illinois
$1.09K – – –
TFA
539
Toth Financial Advisory
Virginia
$574 +$574 +11 New
MF
540
Manchester Financial
California
– -$9.52M -206,869 Closed
Jane Street
541
Jane Street
New York
– -$8.42M -182,870 Closed
Susquehanna International Group
542
Susquehanna International Group
Pennsylvania
– -$6.82M -148,284 Closed
WC
543
Waterloo Capital
Texas
– -$6.46M -140,302 Closed
OCG
544
Opus Capital Group
Ohio
– -$4.06M -88,304 Closed
LJCM
545
Lee Johnson Capital Management
Texas
– -$3.22M -70,064 Closed
PG
546
Prostatis Group
Maryland
– -$2.78M -60,480 Closed
QCM
547
QRG Capital Management
Illinois
– -$1.82M -39,598 Closed
GFG
548
Greystone Financial Group
Michigan
– -$1.65M -35,957 Closed
Tudor Investment Corp
549
Tudor Investment Corp
Connecticut
– -$1.44M -31,288 Closed
RA
550
RiverTree Advisors
Florida
– -$955K -20,754 Closed
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