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Invesco S&P 500 Top 50 ETF

641 hedge funds and large institutions have $6.07B invested in Invesco S&P 500 Top 50 ETF in 2025 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 262 increasing their positions, 161 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.52M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$9.6M
ECA
102
Elevation Capital Advisory
Oregon
$9.59M
CWMGP
103
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$9.58M
SF
104
Seros Financial
Arizona
$9.57M
KAS
105
KPP Advisory Services
Kentucky
$9.55M
WWM
106
Western Wealth Management
Colorado
$9.45M
MFA
107
Mayflower Financial Advisors
Massachusetts
$9.37M
HWM
108
Hobbs Wealth Management
Indiana
$9.32M
VR
109
Vision Retirement
New Jersey
$9.26M
JIC
110
Johnson Investment Counsel
Ohio
$9.06M
DF
111
Daviman Financial
Indiana
$8.74M
JWM
112
Jackson Wealth Management
Florida
$8.51M
SWA
113
Stratos Wealth Advisors
Ohio
$8.44M
DADC
114
D.A. Davidson & Co
Montana
$8.04M
MW
115
Maia Wealth
Colorado
$7.88M
LWA
116
Lifelong Wealth Advisors
Minnesota
$7.36M
GWP
117
Gen-Wealth Partners
Michigan
$7.21M
CGA
118
Crescent Grove Advisors
Illinois
$6.97M
CFC
119
Client First Capital
California
$6.79M
ATPW
120
Ashton Thomas Private Wealth
Arizona
$6.79M
MIFH
121
Migdal Insurance & Financial Holdings
Israel
$6.59M
SMA
122
Sage Mountain Advisors
Georgia
$6.38M
TWM
123
Tradition Wealth Management
Minnesota
$6.33M
PFA
124
Pinnacle Family Advisors
Missouri
$6.28M
GAM
125
Gotham Asset Management
New York
$6.27M