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Invesco S&P 500 Top 50 ETF

553 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, 283 increasing their positions, 128 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
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
AC
301
Avant Capital
Louisiana
$777K
NSIM
302
North Star Investment Management
Illinois
$774K
UAG
303
United Advisor Group
Ohio
$769K
CW
304
CreativeOne Wealth
Kansas
$769K
EAM
305
Empirical Asset Management
Massachusetts
$768K
SAM
306
Summit Asset Management
Tennessee
$753K
RFA
307
Resurgent Financial Advisors
Georgia
$750K
EWA
308
Emergent Wealth Advisors
New York
$746K
JIC
309
Joel Isaacson & Co
New York
$727K
FMWA
310
Forvis Mazars Wealth Advisors
Missouri
$724K
NAS
311
NWF Advisory Services
California
$716K
AQR Capital Management
312
AQR Capital Management
Connecticut
$710K
KCFA
313
Key Client Fiduciary Advisors
New Jersey
$705K
AW
314
Alteri Wealth
California
$694K
FHC
315
First Heartland Consultants
Missouri
$680K
MFG
316
Magnus Financial Group
New York
$677K
BEI
317
Benjamin Edwards Inc
Missouri
$671K
CWMK
318
Caliber Wealth Management (Kansas)
Kansas
$666K
SW
319
SteelPeak Wealth
California
$658K
OFG
320
OmniStar Financial Group
North Carolina
$655K
F4L
321
Fortune 45 LLC
Louisiana
$652K
SIC
322
Samalin Investment Counsel
New York
$652K
FTS
323
Fifth Third Securities
Ohio
$652K
CL
324
Choreo LLC
Illinois
$651K
CFD
325
Creative Financial Designs
Indiana
$650K