XLG icon

Invesco S&P 500 Top 50 ETF

515 hedge funds and large institutions have $4.62B invested in Invesco S&P 500 Top 50 ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 187 increasing their positions, 156 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $4.59B → $4.62B (+$31.7M)

3.83% less ownership

Funds ownership: 70.19%66.36% (-3.8%)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
515
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$925K
Puts
$230K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
326
ELCO Management
New York
$419K
MWA
327
Merkkuri Wealth Advisors
New York
$417K
IA
328
Insight Advisors
Pennsylvania
$416K
CAM
329
Cresset Asset Management
Illinois
$413K
MSAM
330
Moloney Securities Asset Management
Missouri
$413K
BFG
331
Beacon Financial Group
Texas
$403K
AW
332
Alteri Wealth
California
$400K
PFP
333
Pinnacle Financial Partners
Tennessee
$397K
GPFA
334
Game Plan Financial Advisors
Ohio
$395K
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$394K
MIA
336
MainStreet Investment Advisors
Illinois
$394K
TCWM
337
Total Clarity Wealth Management
Illinois
$393K
GWM
338
Geneos Wealth Management
Colorado
$393K
FRA
339
FFG Retirement Advisors
Colorado
$389K
FFA
340
Founders Financial Alliance
North Carolina
$389K
DC
341
Darrow Company
Massachusetts
$388K
MA
342
Mezzasalma Advisors
New Jersey
$387K
D.E. Shaw & Co
343
D.E. Shaw & Co
New York
$387K
SMC
344
Smith, Moore & Co
Missouri
$384K
WPC
345
Wedmont Private Capital
Pennsylvania
$382K
BEI
346
Benjamin Edwards Inc
Missouri
$381K
WCM
347
WealthTrak Capital Management
Virginia
$379K
BFA
348
Beacon Financial Advisory
Ohio
$377K
GFPC
349
Global Financial Private Client
Florida
$376K
CWG
350
Cornerstone Wealth Group
North Carolina
$374K