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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
ACA
201
Aptus Capital Advisors
Alabama
$1.48M
CAG
202
Curtis Advisory Group
California
$1.46M
KIM
203
Kane Investment Management
California
$1.45M
Brown Advisory
204
Brown Advisory
Maryland
$1.44M
Tudor Investment Corp
205
Tudor Investment Corp
Connecticut
$1.44M
FWA
206
Flagship Wealth Advisors
Massachusetts
$1.44M
MCA
207
Magnolia Capital Advisors
Mississippi
$1.43M
LWA
208
Lifelong Wealth Advisors
Minnesota
$1.42M
BWA
209
BlueChip Wealth Advisors
Georgia
$1.41M
FI
210
FWG Investments
Kentucky
$1.38M
AWM
211
Avior Wealth Management
Nebraska
$1.3M
GWP
212
Gen-Wealth Partners
Michigan
$1.29M
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$1.28M
DAS
214
Dynamic Advisor Solutions
Arizona
$1.28M
MFG
215
Merit Financial Group
Georgia
$1.23M
AR
216
Apeiron RIA
Texas
$1.22M
OPS
217
Orion Portfolio Solutions
Nebraska
$1.2M
BCI
218
Brinker Capital Investments
Pennsylvania
$1.2M
GS
219
GTS Securities
New York
$1.17M
RRCM
220
Rappaport Reiches Capital Management
Illinois
$1.14M
MA
221
MONECO Advisors
Connecticut
$1.12M
EWA
222
EP Wealth Advisors
California
$1.12M
IWM
223
Iams Wealth Management
Nebraska
$1.12M
William Blair & Company
224
William Blair & Company
Illinois
$1.11M
NFSG
225
Newbridge Financial Services Group
Florida
$1.09M