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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
$140M
2
CWM
Congress Wealth Management
Massachusetts
$37.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$128M
4
Raymond James Financial
Raymond James Financial
Florida
$149M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$90.3M

Top Sellers

1
DFG
Demars Financial Group
Washington
$38.5M
2
Invesco
Invesco
Georgia
$59.4M
3
OCM
One Capital Management
California
$14.9M
4
Morgan Stanley
Morgan Stanley
New York
$345M
5
Two Sigma Investments
Two Sigma Investments
New York
$77.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIS
551
Fischer Investment Strategies
California
– -$905K -19,658 Closed
PIA
552
Perennial Investment Advisors
California
– -$846K -18,381 Closed
DWM
553
Denver Wealth Management
Colorado
– -$785K -17,055 Closed
TSS
554
Two Sigma Securities
New York
– -$763K -16,571 Closed
OMC
555
Old Mission Capital
Illinois
– -$677K -14,717 Closed
CWC
556
Carolinas Wealth Consulting
North Carolina
– -$638K -13,867 Closed
ARC
557
Advisor Resource Council
Texas
– -$474K -10,294 Closed
CAM
558
Cresset Asset Management
Illinois
– -$413K -8,977 Closed
CA
559
Crewe Advisors
Utah
– -$365K -7,924 Closed
MWM
560
MinichMacGregor Wealth Management
New York
– -$301K -6,530 Closed
WCM
561
WealthBridge Capital Management
Ohio
– -$278K -6,046 Closed
SEP
562
Southland Equity Partners
Missouri
– -$256K -5,561 Closed
GF
563
Gries Financial
Ohio
– -$235K -5,108 Closed
CC
564
Commons Capital
Massachusetts
– -$233K -5,062 Closed
FTUS
565
Flow Traders U.S.
New York
– -$224K -4,875 Closed
CGFA
566
Colton Groome Financial Advisors
North Carolina
– -$211K -4,600 Closed
CCM
567
Coldstream Capital Management
Washington
– -$126K -2,741 Closed
BT
568
Banque Transatlantique
France
– -$111K -2,600 Closed
CA
569
Continuum Advisory
Idaho
– -$109K -2,374 Closed
GJIA
570
Glass Jacobson Investment Advisors
Maryland
– -$68.4K -1,369 Closed
SFC
571
SYM Financial Corp
Indiana
– -$50.6K -1,100 Closed
PMFA
572
Plante Moran Financial Advisors
Michigan
– -$43.7K -950 Closed
CCM
573
Chilton Capital Management
Texas
– -$22.8K -495 Closed
PPC
574
Park Place Capital
Alabama
– -$21.9K -476 Closed
PP
575
PrairieView Partners
Minnesota
– -$18K -400 Closed
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