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Invesco S&P 500 Top 50 ETF

555 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, 285 increasing their positions, 128 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
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
Neuberger Berman Group
401
Neuberger Berman Group
New York
$341K
SIA
402
Soltis Investment Advisors
Utah
$338K
MP
403
McDonald Partners
Ohio
$336K
FA
404
Fiduciary Alliance
South Carolina
$332K
WDL
405
Well Done LLC
Michigan
$329K
AA
406
Advisory Alpha
Michigan
$317K
EFG
407
Embree Financial Group
Illinois
$317K
MIFH
408
Migdal Insurance & Financial Holdings
Israel
$313K
FFWM
409
Future Financial Wealth Management
Ohio
$313K
NPFS
410
Novak & Powell Financial Services
Florida
$309K
PSCM
411
Per Stirling Capital Management
Texas
$307K
MWM
412
MinichMacGregor Wealth Management
New York
$306K
KWA
413
Kingswood Wealth Advisors
California
$303K
GPW
414
Gentry Private Wealth
Kansas
$301K
KNFPWM
415
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$298K
WA
416
Waddell & Associates
Tennessee
$292K
AWM
417
Aviso Wealth Management
Washington
$292K
GWM
418
Geneos Wealth Management
Colorado
$292K
LFAS
419
Level Four Advisory Services
Texas
$291K
TWP
420
Triad Wealth Partners
Kansas
$288K
FCIM
421
Fairview Capital Investment Management
California
$288K
SG
422
Somerset Group
Minnesota
$288K
GC
423
Grimes & Company
Massachusetts
$288K
WA
424
Wealth Architects
California
$286K
Simplex Trading
425
Simplex Trading
Illinois
$286K