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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
BAAM
326
Baker Avenue Asset Management
California
$429K +$45.6K +924 +11%
PFGIA
327
Patriot Financial Group Insurance Agency
Massachusetts
$425K +$456K +9,230 New
GFA
328
Gallagher Fiduciary Advisors
Illinois
$423K -$4.49K -91 -1%
EM
329
ELCO Management
New York
$419K +$2.47K +50 +0.6%
MWA
330
Merkkuri Wealth Advisors
New York
$417K +$447K +9,064 New
IA
331
Insight Advisors
Pennsylvania
$416K +$52.3K +1,059 +13%
CAM
332
Cresset Asset Management
Illinois
$413K -$733K -14,862 -62%
MSAM
333
Moloney Securities Asset Management
Missouri
$413K
BFG
334
Beacon Financial Group
Texas
$403K +$432K +8,751 New
AW
335
Alteri Wealth
California
$400K +$221K +4,486 +107%
PFPT
336
Pinnacle Financial Partners (Tennessee)
Tennessee
$397K
GPFA
337
Game Plan Financial Advisors
Ohio
$395K +$14.8K +300 +4%
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$394K -$5.92K -120 -1%
MIA
339
MainStreet Investment Advisors
Illinois
$394K +$423K +8,565 New
TCWM
340
Total Clarity Wealth Management
Illinois
$393K
GWM
341
Geneos Wealth Management
Colorado
$393K +$204K +4,128 +94%
FRA
342
FFG Retirement Advisors
Colorado
$389K +$417K +8,445 New
FFA
343
Founders Financial Alliance
North Carolina
$389K +$57.2K +1,160 +16%
DC
344
Darrow Company
Massachusetts
$388K
MA
345
Mezzasalma Advisors
New Jersey
$387K
D.E. Shaw & Co
346
D.E. Shaw & Co
New York
$387K +$415K +8,408 New
SMC
347
Smith, Moore & Co
Missouri
$384K +$26.2K +530 +7%
WPC
348
Wedmont Private Capital
Pennsylvania
$382K -$20.7K -420 -5%
BEI
349
Benjamin Edwards Inc
Missouri
$381K -$377K -7,630 -48%
WCM
350
WealthTrak Capital Management
Virginia
$379K +$406K +8,228 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.