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Invesco S&P 500 Top 50 ETF

515 hedge funds and large institutions have $4.62B invested in Invesco S&P 500 Top 50 ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 187 increasing their positions, 156 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $4.59B → $4.62B (+$31.7M)

3.83% less ownership

Funds ownership: 70.19%66.36% (-3.8%)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
515
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$925K
Puts
$230K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Selective Wealth Management
Virginia
$496K
OFG
302
OmniStar Financial Group
North Carolina
$493K
FFA
303
Florida Financial Advisors
Florida
$489K
SC
304
Savant Capital
Illinois
$487K
SF
305
Synovus Financial
Georgia
$487K
MCC
306
Money Concepts Capital
Florida
$485K
CL
307
Choreo LLC
Illinois
$481K
NL
308
NWAM LLC
Washington
$477K
ARC
309
Advisor Resource Council
Texas
$474K
VPF
310
Vantage Point Financial
Illinois
$470K
GSIS
311
Global Strategic Investment Solutions
Arizona
$465K
IAS
312
Insigneo Advisory Services
Florida
$458K
NAS
313
NWF Advisory Services
California
$456K
ECA
314
Elevation Capital Advisory
Oregon
$448K
BCM
315
Berbice Capital Management
New York
$438K
RFM
316
Royal Fund Management
Florida
$437K
RFN
317
RDA Financial Network
Iowa
$437K
RL
318
Retireful LLC
Michigan
$436K
RFA
319
Rollins Financial Advisors
New York
$436K
EWAL
320
Emergent Wealth Advisors, LLC
New York
$435K
BWP
321
Balboa Wealth Partners
Arizona
$435K
MP
322
McDonald Partners
Ohio
$431K
BAAM
323
Baker Avenue Asset Management
California
$429K
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
$425K
GFA
325
Gallagher Fiduciary Advisors
Illinois
$423K