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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 %
OCM
51
One Capital Management
California
$14.9M -$33.4M -641,816 -69%
BC
52
Bricktown Capital
Michigan
$14.8M – – –
EWA
53
EP Wealth Advisors
California
$14.8M +$13.5M +258,892 +1,062%
EH
54
Equitable Holdings
New York
$13.7M -$944K -18,128 -6%
FFA
55
Farther Finance Advisors
California
$13.3M -$2.03K -39 -0%
SFO
56
Stenger Family Office
Illinois
$13.2M +$13.2M +245,428 New
PCA
57
Prosperity Capital Advisors
Ohio
$13.2M +$4.43M +84,933 +51%
IA
58
IFG Advisory
Georgia
$12.9M +$797K +15,306 +7%
CF
59
Cyr Financial
Illinois
$12.2M +$1.7M +32,666 +16%
PWM
60
PMG Wealth Management
Illinois
$12M +$229K +4,391 +2%
OIA
61
OneDigital Investment Advisors
Kansas
$11.6M -$3.32M -63,750 -22%
NA
62
NewEdge Advisors
Louisiana
$11.4M +$2.73M +52,483 +32%
AC
63
Avestar Capital
New York
$11M +$1.42M +27,160 +15%
SF
64
Summit Financial
New Jersey
$10.9M -$1.34M -25,799 -11%
PWP
65
Precedent Wealth Partners
Texas
$10.8M -$731K -14,023 -6%
CF
66
Centaurus Financial
California
$10.5M -$1.27M -24,299 -11%
PIS
67
POM Investment Strategies
North Carolina
$10.5M +$10.3M +196,896 +4,570%
AAS
68
Asset Allocation Strategies
Michigan
$10.4M -$1.96M -37,689 -16%
Mariner
69
Mariner
Kansas
$10.4M -$961K -18,441 -8%
WIA
70
World Investment Advisors
California
$10.1M +$1.14M +21,806 +13%
AI
71
Atria Investments
North Carolina
$10.1M -$400K -7,677 -4%
TFS
72
Thoroughbred Financial Services
Tennessee
$9.75M -$1.74M -33,328 -15%
HGWM
73
Horst & Graben Wealth Management
Oregon
$9.73M +$3.68M +70,570 +61%
PWA
74
Physician Wealth Advisors
Utah
$9.66M +$3.36M +64,499 +53%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$9.06M -$149K -2,851 -2%
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