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Invesco S&P 500 Top 50 ETF

559 hedge funds and large institutions have $5.78B invested in Invesco S&P 500 Top 50 ETF in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 129 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
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
SIC
326
Samalin Investment Counsel
New York
$652K
FTS
327
Fifth Third Securities
Ohio
$652K
CL
328
Choreo LLC
Illinois
$651K
CFD
329
Creative Financial Designs
Indiana
$650K
TC
330
Trilogy Capital
California
$648K
SWM
331
Selective Wealth Management
Virginia
$646K
BAAM
332
Baker Avenue Asset Management
California
$644K
KBFS
333
Kohmann Bosshard Financial Services
Ohio
$638K
LGW
334
Leslie Global Wealth
Illinois
$633K
CA
335
Calton & Associates
Florida
$632K
FWA
336
FOCUS Wealth Advisors
Texas
$628K
MWM
337
Maridea Wealth Management
New York
$621K
Envestnet Portfolio Solutions
338
Envestnet Portfolio Solutions
Illinois
$619K
IA
339
Insight Advisors
Pennsylvania
$616K
PWM
340
Partners Wealth Management
California
$611K
KWM
341
Kingsview Wealth Management
Oregon
$606K
MSAM
342
Moloney Securities Asset Management
Missouri
$598K
WA
343
Waverly Advisors
Alabama
$593K
GSIS
344
Global Strategic Investment Solutions
Arizona
$579K
SA
345
Sovran Advisors
California
$578K
GA
346
GFS Advisors
Texas
$578K
CCM
347
Compass Capital Management
Minnesota
$575K
MCC
348
Money Concepts Capital
Florida
$567K
SPAS
349
Spectrum Planning & Advisory Services
California
$565K
BWP
350
Balboa Wealth Partners
Arizona
$564K