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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 %
FGA
126
Fortis Group Advisors
New Jersey
$4.05M +$1.4M +25,909 +53%
AWS
127
Atria Wealth Solutions
New York
$4M -$1.32M -25,226 -25%
TCA
128
Transcend Capital Advisors
New Jersey
$3.99M -$201K -3,862 -5%
SPIA
129
Steward Partners Investment Advisory
New York
$3.92M +$488K +9,376 +14%
SPC
130
Sigma Planning Corp
Michigan
$3.89M -$255K -4,895 -6%
LIM
131
Leavell Investment Management
Alabama
$3.83M -$232K -4,461 -6%
RAG
132
RIA Advisory Group
Iowa
$3.81M -$44.1K -847 -1%
Truist Financial
133
Truist Financial
North Carolina
$3.72M +$387K +7,425 +12%
SCA
134
Snowden Capital Advisors
New York
$3.59M +$375K +7,205 +12%
Fisher Asset Management
135
Fisher Asset Management
Washington
$3.54M -$4.79M -91,938 -57%
HKIMG
136
Hutchens & Kramer Investment Management Group
Indiana
$3.54M +$51.2K +988 +1%
MFA
137
Mayflower Financial Advisors
Massachusetts
$3.5M +$1.67M +32,001 +91%
USCWA
138
U.S. Capital Wealth Advisors
Texas
$3.47M +$1.39M +26,665 +67%
OC
139
Oppenheimer & Co
New York
$3.46M +$115K +2,202 +3%
SC
140
Soundwatch Capital
Connecticut
$3.41M +$3.41M +3,436,306 New
MCM
141
M1 Capital Management
Michigan
$3.41M +$1.15M +22,158 +51%
Focus Partners Wealth
142
Focus Partners Wealth
Massachusetts
$3.41M -$5.79M -111,195 -63%
LFA
143
Laraway Financial Advisors
Minnesota
$3.4M +$62.5K +1,200 +2%
AAS
144
Avantax Advisory Services
Texas
$3.4M -$610K -11,704 -15%
GFA
145
Gallagher Fiduciary Advisors
Illinois
$3.34M +$2.86M +54,868 +598%
FF
146
Foronjy Financial
California
$3.26M +$3.26M +62,567 New
KIA
147
KCM Investment Advisors
California
$3.24M -$108K -2,081 -3%
CWM
148
Copia Wealth Management
Oregon
$3.21M -$222K -4,262 -6%
AIM
149
Allen Investment Management
New York
$3.21M +$3.21M +61,636 New
SOS
150
Silver Oak Securities
Tennessee
$3.18M +$939K +18,029 +42%
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