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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
CA
26
Clearstead Advisors
Ohio
$43.1M
OCM
27
One Capital Management
California
$42.7M
MML Investors Services
28
MML Investors Services
Massachusetts
$35.2M
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$25.1M
AF
30
Apexium Financial
Texas
$24.9M
IWC
31
Integrated Wealth Concepts
Massachusetts
$24.5M
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$24.5M
QFA
33
Quattro Financial Advisors
Texas
$24.5M
Baird Financial Group
34
Baird Financial Group
Wisconsin
$24.4M
CWM
35
Cedar Wealth Management
California
$21.5M
HighTower Advisors
36
HighTower Advisors
Illinois
$19.3M
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$18.6M
SWP
38
Stratos Wealth Partners
Ohio
$18.1M
CWA
39
Core Wealth Advisors
Florida
$17.3M
AWMS
40
Advocacy Wealth Management Services
Georgia
$16M
Goldman Sachs
41
Goldman Sachs
New York
$15.6M
APW
42
Austin Private Wealth
Texas
$15.2M
WGCA
43
Wolf Group Capital Advisors
Virginia
$14.6M
Jones Financial Companies
44
Jones Financial Companies
Missouri
$14.5M
IA
45
Integrity Alliance
Iowa
$13.9M
SWM
46
Segment Wealth Management
Texas
$13.6M
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$13.3M
OIA
48
OneDigital Investment Advisors
Kansas
$13.2M
BC
49
Bricktown Capital
Michigan
$13.1M
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$13M