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Invesco S&P 500 Top 50 ETF

559 hedge funds and large institutions have $5.78B invested in Invesco S&P 500 Top 50 ETF in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 129 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.4M
Puts
$242K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWL
176
Leo Wealth LLC
Texas
$3.06M
IFWM
177
Institute for Wealth Management
Colorado
$2.98M
WP
178
WealthPLAN Partners
Nebraska
$2.87M
PWA
179
Portus Wealth Advisors
North Carolina
$2.82M
BC
180
Bulwark Capital
Florida
$2.8M
SSW
181
Smith Shellnut Wilson
Mississippi
$2.8M
CA
182
Cresta Advisors
Texas
$2.79M
SFC
183
Summit Financial Consulting
Michigan
$2.79M
WCM
184
WealthTrak Capital Management
Virginia
$2.64M
MAMG
185
Milestone Asset Management Group
Connecticut
$2.63M
CWMGO
186
Capstone Wealth Management Group (Oregon)
Oregon
$2.54M
SC
187
Sapient Capital
Indiana
$2.52M
Fidelity Investments
188
Fidelity Investments
Massachusetts
$2.51M
WS
189
Wedbush Securities
California
$2.49M
CCFM
190
Clear Creek Financial Management
Washington
$2.49M
Comerica Bank
191
Comerica Bank
Texas
$2.47M
LAS
192
LWM Advisory Services
Florida
$2.46M
ML
193
McAdam LLC
Pennsylvania
$2.39M
BCI
194
Brinker Capital Investments
Pennsylvania
$2.32M
MWA
195
Merkkuri Wealth Advisors
New York
$2.28M
BW
196
Balance Wealth
Ohio
$2.27M
PFGIA
197
Patriot Financial Group Insurance Agency
Massachusetts
$2.23M
WAM
198
Walker Asset Management
Missouri
$2.22M
WIM
199
WealthPlan Investment Management
Nebraska
$2.22M
Brown Advisory
200
Brown Advisory
Maryland
$2.21M