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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.23M
Puts
$431K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
151
Bulwark Capital
Florida
$2.65M
FWA
152
Flagship Wealth Advisors
Massachusetts
$2.56M
IFWM
153
Institute for Wealth Management
Colorado
$2.52M
PFA
154
Perryman Financial Advisory
Texas
$2.47M
CA
155
Calton & Associates
Florida
$2.47M
MAMG
156
Milestone Asset Management Group
Connecticut
$2.45M
CWMGO
157
Capstone Wealth Management Group (Oregon)
Oregon
$2.43M
IAA
158
Independent Advisor Alliance
North Carolina
$2.4M
Fisher Asset Management
159
Fisher Asset Management
Washington
$2.39M
Cerity Partners
160
Cerity Partners
New York
$2.38M
CIA
161
Compass Ion Advisors
Pennsylvania
$2.35M
FGA
162
Fortis Group Advisors
New Jersey
$2.29M
OWG
163
Oxford Wealth Group
Florida
$2.26M
WIM
164
WealthPlan Investment Management
Nebraska
$2.24M
LSIA
165
LaSalle St. Investment Advisors
Illinois
$2.22M
WAM
166
Walker Asset Management
Missouri
$2.19M
SC
167
Sapient Capital
Indiana
$2.19M
PWA
168
PCG Wealth Advisors
Kansas
$2.19M
BW
169
Balance Wealth
Ohio
$2.14M
CA
170
CoreCap Advisors
Michigan
$2.12M
ML
171
McAdam LLC
Pennsylvania
$2.11M
SAW
172
Signal Advisors Wealth
Michigan
$2.11M
CWM
173
Copia Wealth Management
Oregon
$2.08M
SFS
174
Sowell Financial Services
Arkansas
$1.97M
SP
175
Stonebrook Private
Michigan
$1.96M