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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
Fisher Asset Management
76
Fisher Asset Management
Washington
$7.36M
JIC
77
Johnson Investment Counsel
Ohio
$7.31M
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$6.82M
KAS
79
KPP Advisory Services
Kentucky
$6.63M
DADC
80
D.A. Davidson & Co
Montana
$6.53M
WC
81
Waterloo Capital
Texas
$6.46M
JWM
82
Jackson Wealth Management
Florida
$6.45M
SWA
83
Stratos Wealth Advisors
Ohio
$6.32M
HCP
84
Holt Capital Partners
Texas
$6.22M
GIA
85
Gladstone Institutional Advisory
Florida
$6.15M
SF
86
Seros Financial
Arizona
$6M
KFGK
87
Keystone Financial Group (Kentucky)
Kentucky
$5.6M
PWA
88
Physician Wealth Advisors
Utah
$5.57M
CGA
89
Crescent Grove Advisors
Illinois
$5.47M
CPRC
90
Consolidated Portfolio Review Corp
New York
$5.45M
CFC
91
Client First Capital
California
$5.42M
HGWM
92
Horst & Graben Wealth Management
Oregon
$5.35M
LWL
93
Leo Wealth LLC
Texas
$5.33M
PS
94
Principal Securities
Iowa
$5M
SWP
95
ShoreHaven Wealth Partners
New Jersey
$4.94M
SMA
96
Sage Mountain Advisors
Georgia
$4.89M
PFA
97
Pinnacle Family Advisors
Missouri
$4.88M
MOS
98
MGO One Seven
Ohio
$4.79M
OWA
99
One Wealth Advisors
California
$4.78M
ACA
100
Aspire Capital Advisors
Washington
$4.77M