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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
TC
326
Trilogy Capital
California
$648K
SWM
327
Selective Wealth Management
Virginia
$646K
BAAM
328
Baker Avenue Asset Management
California
$644K
KBFS
329
Kohmann Bosshard Financial Services
Ohio
$638K
LGW
330
Leslie Global Wealth
Illinois
$633K
CA
331
Calton & Associates
Florida
$632K
FWA
332
FOCUS Wealth Advisors
Texas
$628K
MWM
333
Maridea Wealth Management
New York
$621K
Envestnet Portfolio Solutions
334
Envestnet Portfolio Solutions
Illinois
$619K
IA
335
Insight Advisors
Pennsylvania
$616K
PWM
336
Partners Wealth Management
California
$611K
KWM
337
Kingsview Wealth Management
Oregon
$606K
MSAM
338
Moloney Securities Asset Management
Missouri
$598K
WA
339
Waverly Advisors
Alabama
$593K
GSIS
340
Global Strategic Investment Solutions
Arizona
$579K
SA
341
Sovran Advisors
California
$578K
GA
342
GFS Advisors
Texas
$578K
CCM
343
Compass Capital Management
Minnesota
$575K
MCC
344
Money Concepts Capital
Florida
$567K
SPAS
345
Spectrum Planning & Advisory Services
California
$565K
BWP
346
Balboa Wealth Partners
Arizona
$564K
EM
347
ELCO Management
New York
$561K
IAS
348
Insigneo Advisory Services
Florida
$560K
BRWM
349
Blue Rock Wealth Management
North Carolina
$558K
WPC
350
Wedmont Private Capital
Pennsylvania
$557K