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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 %
NFG
201
Nations Financial Group
Iowa
$1.74M -$545K -10,466 -24%
CIA
202
Compass Ion Advisors
Pennsylvania
$1.73M – – –
DE
203
Diversified Enterprises
Delaware
$1.67M -$28.5K -547 -2%
ACA
204
Aptus Capital Advisors
Alabama
$1.66M -$9.53K -183 -0.6%
Brown Advisory
205
Brown Advisory
Maryland
$1.63M +$156 +3 +0%
BCM
206
Brookstone Capital Management
Illinois
$1.63M -$660K -12,671 -29%
EFG
207
Ethos Financial Group
Pennsylvania
$1.62M -$52.8K -1,014 -3%
MCA
208
Magnolia Capital Advisors
Mississippi
$1.62M – – –
BIG
209
Bush Investment Group
Georgia
$1.61M +$618K +11,859 +62%
FI
210
FWG Investments
Kentucky
$1.54M -$23.4K -450 -1%
MLA
211
My Legacy Advisors
Oregon
$1.54M +$568K +10,795 +59%
CA
212
Claro Advisors
Massachusetts
$1.53M +$366K +7,032 +31%
SAF
213
Smith Anglin Financial
Texas
$1.44M -$304K -5,828 -17%
CCG
214
Capital CS Group
California
$1.44M +$288K +5,521 +25%
AWM
215
Avior Wealth Management
Nebraska
$1.43M -$39.8K -767 -3%
CAP
216
Columbia Advisory Partners
Washington
$1.4M -$422K -8,107 -23%
RIM
217
Redwood Investment Management
Arizona
$1.4M +$1.4M +26,876 New
FWP
218
Firethorn Wealth Partners
Georgia
$1.39M +$579K +11,106 +71%
PTC
219
Private Trust Company
Ohio
$1.37M +$362K +6,952 +36%
CRI
220
Colonial River Investments
Virginia
$1.37M +$512K +9,733 +60%
Northern Trust
221
Northern Trust
Illinois
$1.34M +$921K +17,684 +222%
MFG
222
Merit Financial Group
Georgia
$1.32M -$73.5K -1,410 -5%
AWE
223
Avidian Wealth Enterprises
Texas
$1.32M +$328K +6,295 +33%
KIM
224
Kane Investment Management
California
$1.31M -$336K -6,455 -20%
AWM
225
Axxcess Wealth Management
California
$1.3M +$468K +8,985 +56%
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