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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 %
JF
76
JSF Financial
California
$8.92M +$473K +9,078 +6%
ECA
77
Elevation Capital Advisory
Oregon
$8.79M +$8.29M +159,026 +1,633%
KFGK
78
Keystone Financial Group (Kentucky)
Kentucky
$8.72M +$2.38M +45,657 +37%
JIC
79
Johnson Investment Counsel
Ohio
$8.22M -$47.3K -908 -0.6%
CIAS
80
CFS Investment Advisory Services
New Jersey
$8.19M +$3.43M +65,765 +72%
HCP
81
Holt Capital Partners
Texas
$7.88M +$832K +15,972 +12%
OWA
82
One Wealth Advisors
California
$7.83M +$2.41M +46,349 +45%
ATS
83
Ashton Thomas Securities
New York
$7.66M +$7.66M +147,063 New
BHB
84
Bank Hapoalim BM
Israel
$7.58M – – –
SWP
85
ShoreHaven Wealth Partners
New Jersey
$7.47M +$1.89M +36,202 +34%
SWA
86
Stratos Wealth Advisors
Ohio
$7.44M +$287K +5,517 +4%
CIA
87
Concurrent Investment Advisors
Florida
$7.32M +$3.21M +61,598 +78%
JWM
88
Jackson Wealth Management
Florida
$7.27M -$33K -634 -0.5%
DADC
89
D.A. Davidson & Co
Montana
$7.13M -$259K -4,976 -4%
Marshall Wace
90
Marshall Wace
United Kingdom
$7.12M +$7.12M +136,616 New
SF
91
Seros Financial
Arizona
$7.08M +$287K +5,509 +4%
KAS
92
KPP Advisory Services
Kentucky
$7.01M -$496K -9,513 -7%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$6.93M +$3.93M +75,506 +131%
AWM
94
AE Wealth Management
Kansas
$6.59M +$2.74M +52,645 +71%
MA
95
Mutual Advisors
Nebraska
$6.58M +$4.54M +84,272 +221%
LWL
96
Leo Wealth LLC
Texas
$6.55M +$517K +9,915 +9%
CPRC
97
Consolidated Portfolio Review Corp
New York
$6.41M +$240K +4,598 +4%
PAS
98
Park Avenue Securities
New York
$6.23M +$1.64M +31,433 +36%
CFC
99
Client First Capital
California
$6.19M +$49.7K +953 +0.8%
CGA
100
Crescent Grove Advisors
Illinois
$6.13M -$59.6K -1,143 -1%
2 3
4
5 6