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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
FWA
301
FOCUS Wealth Advisors
Texas
$503K
IAN
302
Integrated Advisors Network
Texas
$502K +$71.4K +1,446 +15%
FHC
303
First Heartland Consultants
Missouri
$499K -$28.8K -583 -5%
PNC Financial Services Group
304
PNC Financial Services Group
Pennsylvania
$498K +$43.3K +878 +9%
SWM
305
Selective Wealth Management
Virginia
$496K
OFG
306
OmniStar Financial Group
North Carolina
$493K -$18.7K -378 -3%
FFA
307
Florida Financial Advisors
Florida
$489K -$9.03K -183 -2%
SF
308
Synovus Financial
Georgia
$487K +$59.2K +1,199 +13%
MCC
309
Money Concepts Capital
Florida
$485K -$35.9K -728 -6%
CL
310
Choreo LLC
Illinois
$481K -$562K -11,397 -52%
NL
311
NWAM LLC
Washington
$477K +$512K +10,368 New
ARC
312
Advisor Resource Council
Texas
$474K +$508K +10,294 New
VPF
313
Vantage Point Financial
Illinois
$470K +$504K +10,213 New
GSIS
314
Global Strategic Investment Solutions
Arizona
$465K -$1.28K -26 -0.3%
IAS
315
Insigneo Advisory Services
Florida
$458K +$8.83K +179 +2%
NAS
316
NWF Advisory Services
California
$456K +$489K +9,914 New
ECA
317
Elevation Capital Advisory
Oregon
$448K -$3.02M -61,280 -86%
BCM
318
Berbice Capital Management
New York
$438K +$95.3K +1,931 +25%
RFM
319
Royal Fund Management
Florida
$437K +$468K +9,482 New
RFN
320
RDA Financial Network
Iowa
$437K +$468K +9,493 New
RL
321
Retireful LLC
Michigan
$436K -$333K -6,749 -41%
RFA
322
Rollins Financial Advisors
New York
$436K +$121K +2,442 +35%
EWA
323
Emergent Wealth Advisors
New York
$435K -$87.7K -1,777 -16%
BWP
324
Balboa Wealth Partners
Arizona
$435K
MP
325
McDonald Partners
Ohio
$431K +$107K +2,171 +30%

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.