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Invesco S&P 500 Top 50 ETF

559 hedge funds and large institutions have $4.28B invested in Invesco S&P 500 Top 50 ETF in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 250 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,345% more call options, than puts

Call options by funds: $6.23M | Put options by funds: $431K

8.85% less ownership

Funds ownership: 52.45%43.6% (-8.9%)

13% less funds holding

Funds holding: 641559 (-82)

29% less capital invested

Capital invested by funds: $6.07B → $4.28B (-$1.79B)

36% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 250

57% less funds holding in top 10

Funds holding in top 10: 5122 (-29)

58% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 117

Holders
559
Holders Change
-82
Holders Change %
-12.79%
% of All Funds
6.89%
Holding in Top 10
22
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-56.86%
% of All Funds
0.27%
New
49
Increased
160
Reduced
250
Closed
117
Calls
$6.23M
Puts
$431K
Net Calls
+$5.8M
Net Calls Change
+$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$12.9M +$1.51M +26,311 +13%
TFS
52
Thoroughbred Financial Services
Tennessee
$12.5M +$1.38M +23,992 +12%
SA
53
Sanctuary Advisors
Indiana
$12.3M -$46.4M -807,242 -78%
GRWP
54
Green Ridge Wealth Planning
New Jersey
$12.1M +$378K +6,581 +3%
CF
55
Centaurus Financial
California
$11.8M +$730K +12,715 +6%
Two Sigma Investments
56
Two Sigma Investments
New York
$11.6M +$12.3M +213,450 New
SF
57
Summit Financial
New Jersey
$11.4M -$2.57M -44,819 -18%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$11.2M -$5.78M -100,676 -33%
EPG
59
Estate Planners Group
Pennsylvania
$11.2M +$189K +3,290 +2%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$10.4M -$7.4M -128,856 -40%
NA
61
NewEdge Advisors
Louisiana
$10.3M -$3.06M -53,340 -22%
LFS
62
Lighthouse Financial Services
California
$10.1M +$198K +3,444 +2%
JF
63
JSF Financial
California
$9.78M +$768K +13,372 +8%
PWP
64
Precedent Wealth Partners
Texas
$9.55M -$1.49M -25,983 -13%
SF
65
Seros Financial
Arizona
$9.42M +$650K +11,310 +7%
VR
66
Vision Retirement
New Jersey
$9.31M +$826K +14,389 +9%
KAS
67
KPP Advisory Services
Kentucky
$9.1M +$334K +5,807 +4%
WIA
68
World Investment Advisors
California
$8.98M +$12.2K +213 +0.1%
AI
69
Atria Investments
North Carolina
$8.61M -$658K -11,461 -7%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$8.56M -$291K -5,066 -3%
JF
71
Jump Financial
Illinois
$8.37M +$8.81M +153,413 New
JIC
72
Johnson Investment Counsel
Ohio
$8.21M -$134K -2,334 -2%
Jane Street
73
Jane Street
New York
$8.15M +$8.58M +149,439 New
JWM
74
Jackson Wealth Management
Florida
$7.98M +$152K +2,654 +2%
MCM
75
M1 Capital Management
Michigan
$7.94M +$3.32M +57,763 +66%