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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.23M
Puts
$431K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPP
251
Vertex Planning Partners
Illinois
$871K
TWP
252
Tempus Wealth Planning
California
$859K
DSCM
253
Del-Sette Capital Management
New York
$825K
AWMS
254
Advocacy Wealth Management Services
Georgia
$813K
CWP
255
Cyndeo Wealth Partners
Florida
$807K
TCWM
256
Total Clarity Wealth Management
Illinois
$796K
KCM
257
Kathmere Capital Management
Pennsylvania
$789K
UAG
258
United Advisor Group
Ohio
$782K
AG
259
AlTi Global
New York
$775K
RL
260
Retireful LLC
Michigan
$744K
FFA
261
Florida Financial Advisors
Florida
$742K
NSIM
262
North Star Investment Management
Illinois
$734K
KCFA
263
Key Client Fiduciary Advisors
New Jersey
$728K
AC
264
Avant Capital
Louisiana
$728K
WWA
265
WCG Wealth Advisors
Nevada
$716K
SAM
266
Summit Asset Management
Tennessee
$714K
ACA
267
Arsenal Capital Advisors
Pennsylvania
$711K
GDP
268
Great Diamond Partners
Maine
$693K
JIC
269
Joel Isaacson & Co
New York
$691K
KFGK
270
Keystone Financial Group (Kentucky)
Kentucky
$691K
LAS
271
LWM Advisory Services
Florida
$690K
FMWA
272
Forvis Mazars Wealth Advisors
Missouri
$682K
NAS
273
NWF Advisory Services
California
$674K
BWM
274
Briggs Wealth Management
Connecticut
$670K
LA
275
Latitude Advisors
Florida
$665K