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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

536 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 46 closing their positions.

Holders
536
Holders Change
+21
Holders Change %
+4.08%
% 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
46
Calls
$1.76M
Puts
$630K
Net Calls
+$1.13M
Net Calls Change
+$436K

Top Buyers

1
PWP
1
Principle Wealth Partners
Connecticut
$140M
2
CWM
2
Congress Wealth Management
Massachusetts
$37.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$128M
4
Raymond James Financial
4
Raymond James Financial
Florida
$149M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$90.3M

Top Sellers

1
DFG
1
Demars Financial Group
Washington
$38.5M
2
Invesco
2
Invesco
Georgia
$59.4M
3
OCM
3
One Capital Management
California
$14.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$345M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$77.8M
Name Market Value Shares Shares
Change 		Shares
Change %
JF
76
JSF Financial
California
$8.92M 171,132 +9,078 +6%
ECA
77
Elevation Capital Advisory
Oregon
$8.79M 168,765 +159,026 +1,633%
KFGK
78
Keystone Financial Group (Kentucky)
Kentucky
$8.72M 167,415 +45,657 +37%
JIC
79
Johnson Investment Counsel
Ohio
$8.22M 157,862 -908 -0.6%
CIAS
80
CFS Investment Advisory Services
New Jersey
$8.19M 157,264 +65,765 +72%
HCP
81
Holt Capital Partners
Texas
$7.88M 151,238 +15,972 +12%
OWA
82
One Wealth Advisors
California
$7.83M 150,305 +46,349 +45%
ATS
83
Ashton Thomas Securities
New York
$7.66M 147,063 +147,063 New
BHB
84
Bank Hapoalim BM
Israel
$7.58M 164,725 – –
SWP
85
ShoreHaven Wealth Partners
New Jersey
$7.47M 143,441 +36,202 +34%
SWA
86
Stratos Wealth Advisors
Ohio
$7.44M 142,853 +5,517 +4%
CIA
87
Concurrent Investment Advisors
Florida
$7.32M 140,585 +61,598 +78%
JWM
88
Jackson Wealth Management
Florida
$7.27M 139,449 -634 -0.5%
DADC
89
D.A. Davidson & Co
Montana
$7.13M 136,937 -4,976 -4%
Marshall Wace
90
Marshall Wace
United Kingdom
$7.12M 136,616 +136,616 New
SF
91
Seros Financial
Arizona
$7.08M 135,862 +5,509 +4%
KAS
92
KPP Advisory Services
Kentucky
$7.01M 134,614 -9,513 -7%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$6.93M 133,028 +75,506 +131%
AWM
94
AE Wealth Management
Kansas
$6.59M 126,429 +52,645 +71%
MA
95
Mutual Advisors
Nebraska
$6.58M 122,335 +84,272 +221%
LWL
96
Leo Wealth LLC
Texas
$6.55M 125,795 +9,915 +9%
CPRC
97
Consolidated Portfolio Review Corp
New York
$6.41M 123,060 +4,598 +4%
PAS
98
Park Avenue Securities
New York
$6.23M 119,509 +31,433 +36%
CFC
99
Client First Capital
California
$6.19M 118,806 +953 +0.8%
CGA
100
Crescent Grove Advisors
Illinois
$6.13M 117,638 -1,143 -1%
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4
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