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Invesco S&P 500 Top 50 ETF

565 hedge funds and large institutions have $5.83B invested in Invesco S&P 500 Top 50 ETF in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 291 increasing their positions, 131 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,304% more call options, than puts

Call options by funds: $3.4M | Put options by funds: $242K

122% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 131

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

21% more capital invested

Capital invested by funds: $4.82B → $5.83B (+$1B)

3% more funds holding

Funds holding: 550565 (+15)

0.83% less ownership

Funds ownership: 52.93%52.1% (-0.83%)

Holders
565
Holders Change
+15
Holders Change %
+2.73%
% of All Funds
7.42%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.53%
New
61
Increased
291
Reduced
131
Closed
33
Calls
$3.4M
Puts
$242K
Net Calls
+$3.15M
Net Calls Change
-$961K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$615M -$5.77M -105,558 -1%
Morgan Stanley
2
Morgan Stanley
New York
$393M +$11.4M +209,095 +3%
Bank of America
3
Bank of America
North Carolina
$244M +$15.9M +291,048 +7%
JP Morgan Chase
4
JP Morgan Chase
New York
$218M +$72.3M +1,321,856 +54%
Wells Fargo
5
Wells Fargo
California
$216M +$10.7M +195,890 +5%
Raymond James Financial
6
Raymond James Financial
Florida
$167M +$1.82M +33,367 +1%
PWP
7
Principle Wealth Partners
Connecticut
$158M +$3.23M +59,078 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$142M +$349K +6,376 +0.3%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$140M +$18.5K +338 +0.3%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$139M -$879K -16,075 -0.7%
Ameriprise
11
Ameriprise
Minnesota
$132M +$39.9M +729,356 +47%
JFGIW
12
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118M +$16.7M +304,958 +18%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$113M +$10.7M +196,218 +11%
UBS Group
14
UBS Group
Switzerland
$111M -$20.3M -370,871 -16%
Osaic Holdings
15
Osaic Holdings
Arizona
$95.7M +$29.3M +536,012 +46%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$91.8M -$4.62M -84,575 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$87.7M -$11.3M -207,325 -12%
MIC
18
Means Investment Company
Maine
$80.3M +$1.93M +35,355 +3%
GWSG
19
GPS Wealth Strategies Group
Colorado
$77.8M +$1.09M +19,966 +1%
Lido Advisors
20
Lido Advisors
California
$72.5M +$91.5K +1,674 +0.1%
Invesco
21
Invesco
Georgia
$63.7M -$1.76M -32,136 -3%
AWMS
22
Advocacy Wealth Management Services
Georgia
$63M +$21.6M +395,581 +57%
BWL
23
Bogart Wealth LLC
Virginia
$62.1M -$262K -4,797 -0.4%
SA
24
Sanctuary Advisors
Indiana
$59.9M +$17.8M +326,254 +46%
APW
25
Austin Private Wealth
Texas
$55.5M +$23.9M +437,651 +83%