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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
IA
276
IFP Advisors
Florida
$618K +$294K +5,949 +80%
CWA
277
Capital Wealth Alliance
Arizona
$617K -$793K -16,062 -54%
UAG
278
United Advisor Group
Ohio
$617K -$206K -4,169 -24%
ASN
279
Advisory Services Network
Georgia
$613K -$30K -608 -4%
AC
280
Avant Capital
Louisiana
$612K +$15.1K +305 +2%
HI
281
Harbour Investments
Wisconsin
$607K +$500K +10,139 +331%
SAM
282
Summit Asset Management
Tennessee
$604K
SPAS
283
Spectrum Planning & Advisory Services
California
$594K +$637K +12,907 New
LA
284
LexAurum Advisors
Kansas
$585K +$627K +12,708 New
SPI
285
Sutton Place Investors
New York
$582K +$624K +12,639 New
JIC
286
Joel Isaacson & Co
New York
$580K +$938 +19 +0.2%
CB
287
Centennial Bank
Arkansas
$564K +$155K +3,150 +35%
AFP
288
Ausdal Financial Partners
Iowa
$561K +$146K +2,968 +32%
CFG
289
Cooper Financial Group
California
$560K +$359K +7,273 +148%
KWM
290
Kingsview Wealth Management
Oregon
$560K -$120K -2,437 -17%
SW
291
SteelPeak Wealth
California
$559K -$18.1K -366 -3%
CWA
292
Clearview Wealth Advisors
Oregon
$539K +$578K +11,714 New
KCFA
293
Key Client Fiduciary Advisors
New Jersey
$528K +$79.8K +1,617 +16%
BRWM
294
Blue Rock Wealth Management
North Carolina
$525K +$148K +3,000 +36%
LGW
295
Leslie Global Wealth
Illinois
$511K -$31.9K -647 -6%
KBFS
296
Kohmann Bosshard Financial Services
Ohio
$510K
VA
297
VestGen Advisors
Illinois
$510K +$547K +11,075 New
F4L
298
Fortune 45 LLC
Louisiana
$505K +$18.3K +370 +3%
SC
299
Savant Capital
Illinois
$505K +$2.91K +59 +0.5%
FIM
300
Freedom Investment Management
Connecticut
$503K -$42.1K -853 -7%

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.