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Invesco S&P 500 Top 50 ETF

522 hedge funds and large institutions have $4.65B invested in Invesco S&P 500 Top 50 ETF in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 191 increasing their positions, 156 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $925K | Put options by funds: $230K

118% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 49

22% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 156

11% more funds holding

Funds holding: 472522 (+50)

1% more capital invested

Capital invested by funds: $4.6B → $4.65B (+$57.4M)

3.51% less ownership

Funds ownership: 70.27%66.76% (-3.5%)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
522
Holders Change
+50
Holders Change %
+10.59%
% of All Funds
7%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.31%
New
107
Increased
191
Reduced
156
Closed
49
Calls
$925K
Puts
$230K
Net Calls
+$695K
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
226
Iams Wealth Management
Nebraska
$1.12M +$113K +2,295 +10%
William Blair & Company
227
William Blair & Company
Illinois
$1.11M -$6.17K -125 -0.5%
NFSG
228
Newbridge Financial Services Group
Florida
$1.09M -$153K -3,099 -12%
LSA
229
Lansing Street Advisors
Pennsylvania
$1.06M +$703K +14,250 +162%
KWS
230
Keystone Wealth Services
California
$1.04M -$48.3K -978 -4%
CA
231
Claro Advisors
Massachusetts
$1.03M +$756K +15,328 +217%
CFB
232
Cullen/Frost Bankers
Texas
$1.02M +$2.12K +43 +0.2%
CCG
233
Capital CS Group
California
$1.02M +$56.6K +1,146 +5%
PWM
234
Partners Wealth Management
California
$1M
TF
235
Theory Financial
Colorado
$1M +$1.07M +21,763 New
SWM
236
Spire Wealth Management
Virginia
$965K +$751K +15,216 +264%
BlackRock
237
BlackRock
New York
$960K +$796K +16,139 +343%
RA
238
RiverTree Advisors
Florida
$955K -$3.11M -63,051 -75%
BPA
239
Beacon Pointe Advisors
California
$945K +$183K +3,718 +22%
KLCM
240
KG&L Capital Management
Louisiana
$944K +$30.5K +619 +3%
FIS
241
Fischer Investment Strategies
California
$905K -$1.52M -30,858 -61%
HH
242
Hilltop Holdings
Texas
$895K -$120K -2,425 -11%
PTC
243
Private Trust Company
Ohio
$889K +$245K +4,965 +35%
BIG
244
Bush Investment Group
Georgia
$878K +$941K +19,078 New
AWE
245
Avidian Wealth Enterprises
Texas
$873K +$936K +18,961 New
DFA
246
Davies Financial Advisors
California
$871K -$494 -10 -0.1%
SFA
247
Sequoia Financial Advisors
Ohio
$864K -$349K -7,069 -27%
FFS
248
Founders Financial Securities
Maryland
$858K +$730K +14,793 +369%
WAP
249
Wealthcare Advisory Partners
Pennsylvania
$852K +$135K +2,737 +17%
MLA
250
My Legacy Advisors
Oregon
$846K +$907K +18,385 New

XLG Hedge Fund Activity: Q1 2025 in Review

522 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q1 2025, worth a combined $4.65B — up 1.2% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new XLG positions and 49 closed out — a net gain of 58 holders — while 191 added to existing stakes and 156 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $119M. The largest seller was Fisher Asset Management, cutting an estimated $237M.

  • 522 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q1 2025, up from 472 in Q4 2024.
  • Funds reported $4.65B of Invesco S&P 500 Top 50 ETF stock for Q1 2025, up 1.2% quarter-over-quarter.
  • 107 funds opened new Invesco S&P 500 Top 50 ETF positions in Q1 2025 and 49 closed out, a net change of +58 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q1 2025 was Bank of New York Mellon, an estimated $119M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q1 2025 was Fisher Asset Management, an estimated $237M sold.

Based on aggregated 13F filings for Q1 2025.