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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 %
CI
526
CX Institutional
Indiana
$6K +$6K +118 New
ADL
527
Asset Dedication LLC
California
$5.99K – – –
OSAM
528
O'Shaughnessy Asset Management
Connecticut
$5.63K +$573 +11 +11%
KFP
529
Keener Financial Planning
Texas
$5K – – –
PA
530
Pineridge Advisors
Missouri
$3.86K +$3.86K +74 New
WCM
531
Weaver Capital Management
Georgia
$3.65K – – –
National Bank of Canada
532
National Bank of Canada
Quebec, Canada
$3.6K -$2.92K -56 -45%
WWM
533
Wagner Wealth Management
South Carolina
$3.47K – – –
NC
534
NewSquare Capital
Pennsylvania
$3.13K +$3.13K +60 New
CFO
535
CVA Family Office
Colorado
$2.35K – – –
BNP Paribas Financial Markets
536
BNP Paribas Financial Markets
France
$2.29K +$2.29K +44 New
OLVIG
537
Oliver Lagore Vanvalin Investment Group
Michigan
$1.75K +$1.75K +38 New
T
538
Tidemark
California
$1.37K -$12.6K -238 -90%
CAM
539
Creekmur Asset Management
Illinois
$1.09K – – –
TFA
540
Toth Financial Advisory
Virginia
$574 +$574 +11 New
MF
541
Manchester Financial
California
– -$9.52M -206,869 Closed
Jane Street
542
Jane Street
New York
– -$8.42M -182,870 Closed
Susquehanna International Group
543
Susquehanna International Group
Pennsylvania
– -$6.82M -148,284 Closed
WC
544
Waterloo Capital
Texas
– -$6.46M -140,302 Closed
OCG
545
Opus Capital Group
Ohio
– -$4.06M -88,304 Closed
LJCM
546
Lee Johnson Capital Management
Texas
– -$3.22M -70,064 Closed
PG
547
Prostatis Group
Maryland
– -$2.78M -60,480 Closed
QCM
548
QRG Capital Management
Illinois
– -$1.82M -39,598 Closed
GFG
549
Greystone Financial Group
Michigan
– -$1.65M -35,957 Closed
Tudor Investment Corp
550
Tudor Investment Corp
Connecticut
– -$1.44M -31,288 Closed
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