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Invesco S&P 500 Top 50 ETF

559 hedge funds and large institutions have $4.28B invested in Invesco S&P 500 Top 50 ETF in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 250 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,345% more call options, than puts

Call options by funds: $6.23M | Put options by funds: $431K

8.85% less ownership

Funds ownership: 52.45%43.6% (-8.9%)

13% less funds holding

Funds holding: 641559 (-82)

29% less capital invested

Capital invested by funds: $6.07B → $4.28B (-$1.79B)

36% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 250

57% less funds holding in top 10

Funds holding in top 10: 5122 (-29)

58% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 117

Holders
559
Holders Change
-82
Holders Change %
-12.79%
% of All Funds
6.89%
Holding in Top 10
22
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-56.86%
% of All Funds
0.27%
New
49
Increased
160
Reduced
250
Closed
117
Calls
$6.23M
Puts
$431K
Net Calls
+$5.8M
Net Calls Change
+$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$545M -$89.8M -1,564,055 -14%
Morgan Stanley
2
Morgan Stanley
New York
$355M -$27.1M -471,231 -7%
Wells Fargo
3
Wells Fargo
California
$191M -$17.6M -305,771 -8%
Bank of America
4
Bank of America
North Carolina
$176M -$70M -1,218,934 -27%
Raymond James Financial
5
Raymond James Financial
Florida
$156M +$7.24M +126,037 +5%
Osaic Holdings
6
Osaic Holdings
Arizona
$147M -$8.02M -139,646 -5%
PWP
7
Principle Wealth Partners
Connecticut
$139M +$4.94M +85,970 +3%
JFGIW
8
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113M +$3.09M +53,884 +3%
UBS Group
9
UBS Group
Switzerland
$101M -$633K -11,028 -0.6%
Ameriprise
10
Ameriprise
Minnesota
$88.4M -$5.46M -95,058 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$85.6M -$4.68M -81,556 -5%
MIC
12
Means Investment Company
Maine
$85.3M +$5.75M +100,114 +7%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$79.4M -$56M -974,833 -40%
Lido Advisors
14
Lido Advisors
California
$72.4M +$4.43M +77,171 +6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$65M -$45.4M -790,555 -40%
BWL
16
Bogart Wealth LLC
Virginia
$60M +$1.42M +24,787 +2%
Invesco
17
Invesco
Georgia
$55.1M -$1.36M -23,725 -2%
Stifel Financial
18
Stifel Financial
Missouri
$54.9M +$3.52M +61,201 +6%
HighTower Advisors
19
HighTower Advisors
Illinois
$49M +$10.3M +180,168 +25%
CA
20
Clearstead Advisors
Ohio
$47.7M -$692K -12,040 -1%
DFG
21
Demars Financial Group
Washington
$42.3M -$1.15M -20,054 -3%
MML Investors Services
22
MML Investors Services
Massachusetts
$40.4M -$7.01M -122,111 -14%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$40.1M +$7.65M +133,210 +21%
Goldman Sachs
24
Goldman Sachs
New York
$39M +$16M +278,728 +64%
JP Morgan Chase
25
JP Morgan Chase
New York
$38.7M -$178M -3,107,643 -81%