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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 %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$5.59M +$356K +6,825 +7%
SMA
102
Sage Mountain Advisors
Georgia
$5.51M -$35.6K -683 -0.6%
PS
103
Principal Securities
Iowa
$5.28M +$72.3K +1,388 +1%
WWM
104
Western Wealth Management
Colorado
$5.26M +$5.26M +101,042 New
SP
105
Stonebrook Private
Michigan
$5.26M +$110K +2,113 +2%
CB
106
Centennial Bank
Arkansas
$5.24M +$4.6M +88,350 +721%
PFG
107
PAX Financial Group
Texas
$5.14M +$143K +2,743 +3%
MOS
108
MGO One Seven
Ohio
$5.07M -$350K -6,717 -6%
TFGT
109
TS Financial Group (TSFG)
Illinois
$5M +$5M +96,021 New
CFP
110
Comprehensive Financial Planning
Pennsylvania
$4.77M -$5.16K -99 -0.1%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$4.7M +$235K +4,501 +5%
GVAG
112
Great Valley Advisor Group
Delaware
$4.65M +$110K +2,104 +2%
MWM
113
McNaughton Wealth Management
California
$4.59M +$2.1M +40,263 +84%
FAIM
114
Financial Advocates Investment Management
Washington
$4.53M -$5.4M -103,642 -54%
ACA
115
Aspire Capital Advisors
Washington
$4.49M -$913K -17,525 -17%
VPP
116
Vertex Planning Partners
Illinois
$4.38M +$1.55M +29,683 +55%
TC
117
Truvestments Capital
Florida
$4.37M -$356K -6,826 -8%
FPGT
118
Financial Partners Group (Tennessee)
Tennessee
$4.37M +$2.56M +49,199 +142%
PFA
119
Pinnacle Family Advisors
Missouri
$4.25M -$1.27M -24,366 -23%
HAS
120
HBW Advisory Services
California
$4.23M +$839K +16,106 +25%
AAM
121
Ackerman Asset Management
Maryland
$4.21M +$159K +3,056 +4%
HWM
122
Hobbs Wealth Management
Indiana
$4.19M +$1.72M +33,016 +70%
FFN
123
Focus Financial Network
Minnesota
$4.19M +$1.13M +21,710 +37%
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.16M -$353K -6,779 -8%
MW
125
Maia Wealth
Colorado
$4.05M +$1.52M +29,101 +60%
3 4
5
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