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Invesco S&P 500 Top 50 ETF

515 hedge funds and large institutions have $4.62B invested in Invesco S&P 500 Top 50 ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 187 increasing their positions, 156 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $4.59B → $4.62B (+$31.7M)

3.83% less ownership

Funds ownership: 70.19%66.36% (-3.8%)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
515
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$925K
Puts
$230K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
401
Grimes & Company
Massachusetts
$229K
WA
402
Wealth Architects
California
$228K
TWP
403
Tempus Wealth Planning
California
$226K
PCH
404
PGIM Custom Harvest
New Jersey
$225K
FTUS
405
Flow Traders U.S.
New York
$224K
AF
406
Allworth Financial
California
$223K
V
407
ViaWealth
Kansas
$222K
HF
408
HRT Financial
New York
$222K
KLI
409
Kelman-Lazarov Inc
Tennessee
$222K
RFA
410
Resurgent Financial Advisors
Georgia
$221K
FA
411
Fiduciary Alliance
South Carolina
$219K
AG
412
AmeriFlex Group
Nevada
$215K
SIC
413
Samalin Investment Counsel
New York
$212K
MFG
414
Magnus Financial Group
New York
$212K
FEM
415
Fulcrum Equity Management
Texas
$211K
CFP
416
Catalyst Financial Partners
Massachusetts
$211K
IRC
417
Investors Research Corp
Georgia
$211K
CGFA
418
Colton Groome Financial Advisors
North Carolina
$211K
CCC
419
Compass Capital Corp
Massachusetts
$210K
AWM
420
Aviso Wealth Management
Washington
$210K
PSCM
421
Per Stirling Capital Management
Texas
$204K
CW
422
CreativeOne Wealth
Kansas
$203K
PIS
423
POM Investment Strategies
North Carolina
$198K
HBW
424
Hazlett, Burt & Watson
West Virginia
$198K
Barclays
425
Barclays
United Kingdom
$184K