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Invesco S&P 500 Top 50 ETF

633 hedge funds and large institutions have $6.04B invested in Invesco S&P 500 Top 50 ETF in 2025 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 261 increasing their positions, 160 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.52M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Belpointe Asset Management
Nevada
$1.17M
CWA
302
Capital Wealth Alliance
Arizona
$1.15M
BF
303
Baring Financial
Washington
$1.15M
HWM
304
Horizon Wealth Management
Illinois
$1.13M
NFSG
305
Newbridge Financial Services Group
Florida
$1.11M
MWA
306
MN Wealth Advisors
Kansas
$1.11M
EWA
307
Emergent Wealth Advisors
New York
$1.09M
GDP
308
Great Diamond Partners
Maine
$1.08M
FFS
309
Founders Financial Securities
Maryland
$1.07M
AQR Capital Management
310
AQR Capital Management
Connecticut
$1.06M
FEM
311
Fulcrum Equity Management
Texas
$1.06M
CW
312
CreativeOne Wealth
Kansas
$1.03M
DFA
313
Davies Financial Advisors
California
$1M
KWM
314
Kingsview Wealth Management
Oregon
$1M
MCA
315
MSH Capital Advisors
Arizona
$1M
EGM
316
Engineers Gate Manager
New York
$987K
SHA
317
Seneca House Advisors
Virginia
$984K
EWM
318
Evolution Wealth Management
Florida
$982K
MG
319
Mather Group
Illinois
$956K
LGW
320
Leslie Global Wealth
Illinois
$931K
DSCM
321
Del-Sette Capital Management
New York
$930K
SW
322
Simplicity Wealth
New Jersey
$929K
MWM
323
Maripau Wealth Management
Indiana
$925K
BFG
324
Beacon Financial Group
Texas
$922K
NL
325
NWAM LLC
Washington
$901K