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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
QCM
176
QRG Capital Management
Illinois
$1.82M
NS
177
NBC Securities
Alabama
$1.81M
PWM
178
Perigon Wealth Management
California
$1.79M
MWP
179
Moller Wealth Partners
$1.77M
WFA
180
WMG Financial Advisors
Tennessee
$1.76M
NRI
181
NFP Retirement Inc
California
$1.74M
TWM
182
Tradition Wealth Management
Minnesota
$1.74M
MA
183
Mutual Advisors
Nebraska
$1.74M
GIA
184
Goodwin Investment Advisory
Georgia
$1.69M
GFG
185
Greystone Financial Group
Michigan
$1.65M
GT
186
Greenleaf Trust
Michigan
$1.62M
MFA
187
Mayflower Financial Advisors
Massachusetts
$1.61M
CAP
188
Columbia Advisory Partners
Washington
$1.61M
CA
189
Cannon Advisors
North Carolina
$1.61M
EFG
190
Ethos Financial Group
Pennsylvania
$1.61M
WAM
191
Walker Asset Management
Missouri
$1.6M
FPGT
192
Financial Partners Group (Tennessee)
Tennessee
$1.59M
WS
193
Wedbush Securities
California
$1.58M
NAM
194
NTV Asset Management
West Virginia
$1.56M
SAF
195
Smith Anglin Financial
Texas
$1.54M
CIA
196
Compass Ion Advisors
Pennsylvania
$1.53M
Creative Planning
197
Creative Planning
Kansas
$1.52M
EFG
198
Elios Financial Group
Ohio
$1.5M
DE
199
Diversified Enterprises
Delaware
$1.5M
CFG
200
Carr Financial Group
Massachusetts
$1.48M