We are live on ! Find out more
XLG icon

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
PIA
251
Perennial Investment Advisors
California
$846K -$1.31M -26,555 -59%
GDP
252
Great Diamond Partners
Maine
$815K +$45K +912 +5%
SFG
253
Snider Financial Group
Washington
$813K -$23.6K -479 -3%
HWM
254
Horizon Wealth Management
Illinois
$805K -$444 -9 -0.1%
MFS
255
Madrona Financial Services
Washington
$792K +$408K +8,259 +92%
SHA
256
Seneca House Advisors
Virginia
$785K +$987 +20 +0.1%
DWM
257
Denver Wealth Management
Colorado
$785K +$842K +17,055 New
APW
258
Aurora Private Wealth
New Jersey
$779K -$894K -18,108 -52%
SP
259
Sequent Planning
Nebraska
$775K +$16.6K +337 +2%
WA
260
WBH Advisory
Maryland
$766K +$822K +16,647 New
TSS
261
Two Sigma Securities
New York
$763K +$818K +16,571 New
CRI
262
Colonial River Investments
Virginia
$747K +$801K +16,235 New
AWM
263
Axxcess Wealth Management
California
$732K +$785K +15,904 New
WP
264
WealthPLAN Partners
Nebraska
$724K +$777K +15,741 New
SB
265
Strategic Blueprint
Georgia
$722K +$775K +15,699 New
FWP
266
Firethorn Wealth Partners
Georgia
$719K +$772K +15,634 New
QCM
267
Quantinno Capital Management
New York
$694K
GAM
268
Gotham Asset Management
New York
$693K
CWP
269
Cyndeo Wealth Partners
Florida
$690K -$18.9K -383 -2%
OMC
270
Old Mission Capital
Illinois
$677K +$726K +14,717 New
IWM
271
IHT Wealth Management
Illinois
$671K -$16.1K -327 -2%
CWC
272
Carolinas Wealth Consulting
North Carolina
$638K -$5.13K -104 -0.7%
NSIM
273
North Star Investment Management
Illinois
$633K +$99 +2 +0%
TC
274
Trilogy Capital
California
$619K -$8.83K -179 -1%
Empower Advisory Group
275
Empower Advisory Group
Colorado
$618K +$4K +81 +0.6%

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.