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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
BFA
351
Beacon Financial Advisory
Ohio
$377K +$404K +8,195 New
GFPC
352
Global Financial Private Client
Florida
$376K +$494 +10 +0.1%
CWG
353
Cornerstone Wealth Group
North Carolina
$374K
KWA
354
Kingswood Wealth Advisors
California
$373K +$44.5K +902 +13%
ECM
355
Evergreen Capital Management
Washington
$369K
Northern Trust
356
Northern Trust
Illinois
$366K +$393K +7,956 New
CA
357
Crewe Advisors
Utah
$365K
GSIAS
358
Garden State Investment Advisory Services
New Jersey
$363K +$109K +2,216 +39%
FW
359
FullCircle Wealth
Texas
$356K +$385K +7,801 New
CA
360
Calton & Associates
Florida
$353K
SAW
361
Signal Advisors Wealth
Michigan
$338K +$362K +7,345 New
SSWM
362
Smith Salley Wealth Management
North Carolina
$338K +$5.63K +114 +2%
SFA
363
Semmax Financial Advisors
North Carolina
$337K +$357K +7,236 New
BJL
364
Brighton Jones LLC
Washington
$331K +$29.3K +594 +9%
MSFS
365
Main Street Financial Solutions
Pennsylvania
$323K -$199K -4,041 -37%
AssetMark Inc
366
AssetMark Inc
California
$322K +$200K +4,047 +137%
RCA
367
Runnymede Capital Advisors
Ohio
$317K
UOTTAIMCU
368
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$316K +$339K +6,863 New
CCG
369
Catalina Capital Group
California
$316K +$338K +6,859 New
CFD
370
Creative Financial Designs
Indiana
$314K +$336K +6,815 New
KNFPWM
371
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$309K
PSF
372
Pacific Sun Financial
California
$305K +$13.6K +275 +4%
VBCG
373
Valley Brook Capital Group
Pennsylvania
$303K +$35.5K +720 +12%
MWM
374
MinichMacGregor Wealth Management
New York
$301K -$6.96K -141 -2%
MIFH
375
Migdal Insurance & Financial Holdings
Israel
$297K -$98.4K -1,994 -24%

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.