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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 %
CWMGO
176
Capstone Wealth Management Group (Oregon)
Oregon
$2.31M -$198K -3,798 -8%
MAMG
177
Milestone Asset Management Group
Connecticut
$2.3M +$8.44K +162 +0.4%
FTS
178
Fifth Third Securities
Ohio
$2.29M -$342K -6,556 -13%
SC
179
Sapient Capital
Indiana
$2.29M -$256K -4,909 -10%
ML
180
McAdam LLC
Pennsylvania
$2.28M -$370K -7,102 -14%
Fidelity Investments
181
Fidelity Investments
Massachusetts
$2.24M +$30.3K +582 +1%
CCFM
182
Clear Creek Financial Management
Washington
$2.15M -$25.1K -482 -1%
BW
183
Balance Wealth
Ohio
$2.05M -$67.4K -1,293 -3%
WIM
184
WealthPlan Investment Management
Nebraska
$2.01M +$2.01M +38,568 New
WFA
185
WMG Financial Advisors
Tennessee
$2.01M +$15.5K +297 +0.8%
WS
186
Wedbush Securities
California
$1.97M +$176K +3,381 +10%
NRI
187
NFP Retirement Inc
California
$1.96M -$16.8K -323 -0.9%
TF
188
Theory Financial
Colorado
$1.93M +$761K +14,128 +65%
BCI
189
Brinker Capital Investments
Pennsylvania
$1.93M +$580K +11,124 +43%
MWP
190
Moller Wealth Partners
$1.91M -$92.1K -1,768 -5%
WAM
191
Walker Asset Management
Missouri
$1.9M +$89K +1,708 +5%
FRA
192
FFG Retirement Advisors
Colorado
$1.89M +$1.45M +27,787 +329%
CAG
193
Curtis Advisory Group
California
$1.86M +$208K +3,990 +13%
GT
194
Greenleaf Trust
Michigan
$1.83M – – –
LAS
195
LWM Advisory Services
Florida
$1.83M -$357K -6,859 -16%
Creative Planning
196
Creative Planning
Kansas
$1.83M +$109K +2,095 +6%
NS
197
NBC Securities
Alabama
$1.78M -$270K -5,175 -13%
NAM
198
NTV Asset Management
West Virginia
$1.76M – – –
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$1.76M +$308K +5,914 +21%
GIA
200
Goodwin Investment Advisory
Georgia
$1.75M -$156K -3,000 -8%
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