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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
SFC
451
SYM Financial Corp
Indiana
$50.6K
RIL
452
Rothschild Investment LLC
Illinois
$46K
PMFA
453
Plante Moran Financial Advisors
Michigan
$43.7K
FGAM
454
Financial Gravity Asset Management
Texas
$42.8K
CIBC Private Wealth Group
455
CIBC Private Wealth Group
Georgia
$40.9K
T
456
Transce3nd
Texas
$37.9K
CIAS
457
Capital Investment Advisory Services
North Carolina
$37.8K
PA
458
Parallel Advisors
California
$36.3K
KWM
459
Kiker Wealth Management
Georgia
$34.5K
IHWM
460
Iron Horse Wealth Management
Iowa
$34.5K
PB
461
Pinnacle Bancorp
Nebraska
$33.8K
EWM
462
EPG Wealth Management
Georgia
$31.8K
YDMI
463
Y.D. More Investments
Israel
$29.7K
MIM
464
MTM Investment Management
South Carolina
$29.7K
MEG
465
Millstone Evans Group
Colorado
$29.3K
Russell Investments Group
466
Russell Investments Group
United Kingdom
$28.1K
SC
467
SouthState Corp
Florida
$27.6K
AA
468
Ancora Advisors
Ohio
$27.4K
HIMS
469
Hager Investment Management Services
New Hampshire
$25.3K
HHGA
470
Halbert Hargrove Global Advisors
California
$23.9K
MCM
471
MAI Capital Management
Ohio
$23.5K
CCM
472
Chilton Capital Management
Texas
$22.8K
PPC
473
Park Place Capital
Alabama
$21.9K
BTI
474
Blue Trust Inc
Georgia
$18.6K
HI
475
Horizon Investments
North Carolina
$18.5K