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Invesco S&P 500 Top 50 ETF

555 hedge funds and large institutions have $5.75B invested in Invesco S&P 500 Top 50 ETF in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 285 increasing their positions, 128 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.4M
Puts
$242K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
301
Corient Private Wealth
Florida
$786K
AC
302
Avant Capital
Louisiana
$777K
NSIM
303
North Star Investment Management
Illinois
$774K
UAG
304
United Advisor Group
Ohio
$769K
CW
305
CreativeOne Wealth
Kansas
$769K
EAM
306
Empirical Asset Management
Massachusetts
$768K
SAM
307
Summit Asset Management
Tennessee
$753K
RFA
308
Resurgent Financial Advisors
Georgia
$750K
EWA
309
Emergent Wealth Advisors
New York
$746K
JIC
310
Joel Isaacson & Co
New York
$727K
FMWA
311
Forvis Mazars Wealth Advisors
Missouri
$724K
NAS
312
NWF Advisory Services
California
$716K
AQR Capital Management
313
AQR Capital Management
Connecticut
$710K
KCFA
314
Key Client Fiduciary Advisors
New Jersey
$705K
AW
315
Alteri Wealth
California
$694K
FHC
316
First Heartland Consultants
Missouri
$680K
MFG
317
Magnus Financial Group
New York
$677K
BEI
318
Benjamin Edwards Inc
Missouri
$671K
CWMK
319
Caliber Wealth Management (Kansas)
Kansas
$666K
SW
320
SteelPeak Wealth
California
$658K
OFG
321
OmniStar Financial Group
North Carolina
$655K
F4L
322
Fortune 45 LLC
Louisiana
$652K
SIC
323
Samalin Investment Counsel
New York
$652K
FTS
324
Fifth Third Securities
Ohio
$652K
CL
325
Choreo LLC
Illinois
$651K