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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
ADL
501
Asset Dedication LLC
California
$5.29K
KFP
502
Keener Financial Planning
Texas
$5K
DFA
503
DHJJ Financial Advisors
Illinois
$4.58K
OSAM
504
O'Shaughnessy Asset Management
Connecticut
$4.46K
GWSA
505
Global Wealth Strategies & Associates
Colorado
$3.64K
IFS
506
Intelligent Financial Strategies
Minnesota
$3.59K
BA
507
Bellwether Advisors
Nebraska
$3.27K
WCM
508
Weaver Capital Management
Georgia
$3.22K
WWM
509
Wagner Wealth Management
South Carolina
$3.06K
PPWM
510
PFG Private Wealth Management
Florida
$2.31K
CFO
511
CVA Family Office
Colorado
$2.07K
SWIM
512
Smallwood Wealth Investment Management
New Jersey
$1.2K
CAM
513
Creekmur Asset Management
Illinois
$966
SC
514
Swan Capital
Florida
$874
CAWM
515
Capital A Wealth Management
Pennsylvania
$552
AAP
516
Arax Advisory Partners
Colorado
$461
IAA
517
Independent Advisor Alliance
North Carolina
WA
518
Win Advisors
Florida
Renaissance Technologies
519
Renaissance Technologies
New York
CWMGP
520
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
FSA
521
Financial Services Advisory
Maryland
RAS
522
RPS Advisory Solutions
Kentucky
HSBC Holdings
523
HSBC Holdings
United Kingdom
CFGS
524
Concourse Financial Group Securities
Alabama
FCA
525
Fortis Capital Advisors
Kansas