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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 %
FWA
151
Flagship Wealth Advisors
Massachusetts
$3.1M +$1.48M +28,329 +91%
SFS
152
Sowell Financial Services
Arkansas
$3.05M +$262K +5,026 +9%
AR
153
Apeiron RIA
Texas
$3.03M +$1.64M +31,565 +119%
AWA
154
Arete Wealth Advisors
Illinois
$2.96M -$65K -1,247 -2%
ATPW
155
Ashton Thomas Private Wealth
Arizona
$2.91M -$33.6K -645 -1%
PA
156
PFG Advisors
Arizona
$2.88M +$282K +5,422 +11%
IFWM
157
Institute for Wealth Management
Colorado
$2.86M -$1.15M -22,029 -29%
CCAL
158
City Center Advisors LLC
Michigan
$2.85M -$350K -6,715 -11%
TWM
159
Tradition Wealth Management
Minnesota
$2.83M +$859K +16,492 +44%
DIA
160
Dana Investment Advisors
Wisconsin
$2.8M +$125K +2,400 +5%
US Bancorp
161
US Bancorp
Minnesota
$2.77M +$696K +13,357 +34%
GWP
162
Gen-Wealth Partners
Michigan
$2.76M +$1.31M +25,065 +90%
LWA
163
Lifelong Wealth Advisors
Minnesota
$2.71M +$1.1M +21,191 +69%
JWCA
164
J.W. Cole Advisors
Florida
$2.68M +$595K +11,413 +29%
EFG
165
Elios Financial Group
Ohio
$2.65M +$950K +18,241 +56%
AAS
166
Ameritas Advisory Services
Nebraska
$2.64M -$493K -9,466 -16%
SFS
167
Security Financial Services
Indiana
$2.6M +$2.6M +49,942 New
BC
168
Bulwark Capital
Florida
$2.54M +$2.54M +48,736 New
P
169
&Partners
Tennessee
$2.53M -$112K -2,148 -4%
CA
170
Cresta Advisors
Texas
$2.48M -$326K -6,252 -12%
IA
171
Integrity Alliance
Iowa
$2.47M -$13.2M -253,982 -84%
SSW
172
Smith Shellnut Wilson
Mississippi
$2.42M +$11.9K +229 +0.5%
SFC
173
Summit Financial Consulting
Michigan
$2.36M +$223K +4,272 +10%
CW
174
CreativeOne Wealth
Kansas
$2.34M +$2.11M +40,487 +919%
Comerica Bank
175
Comerica Bank
Texas
$2.32M +$184K +3,537 +9%
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