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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
HP
376
Holistic Planning
Texas
$297K
SAM
377
Synergy Asset Management
Washington
$294K -$678K -13,741 -68%
TIAA Trust, National Association
378
TIAA Trust, National Association
North Carolina
$294K +$12.4K +251 +4%
BONH
379
Bank of New Hampshire
New Hampshire
$291K
SAM
380
Secure Asset Management
Michigan
$291K +$26.6K +538 +9%
EFG
381
Embree Financial Group
Illinois
$290K -$64.2K -1,300 -17%
BAM
382
Belpointe Asset Management
Nevada
$288K -$1.83M -37,080 -86%
DS
383
DRW Securities
Illinois
$283K
TWP
384
Triad Wealth Partners
Kansas
$281K +$36.5K +739 +14%
WCM
385
WealthBridge Capital Management
Ohio
$278K +$5.28K +107 +2%
AP
386
Americana Partners
Texas
$274K
DC
387
Davenport & Co
Virginia
$273K +$6.61K +134 +2%
LA
388
Lifeworks Advisors
Michigan
$269K -$197 -4 -0.1%
EAM
389
Empirical Asset Management
Massachusetts
$266K +$286K +5,788 New
AA
390
Advisory Alpha
Michigan
$258K +$6.66K +135 +2%
SEP
391
Southland Equity Partners
Missouri
$256K +$274K +5,561 New
MGP
392
Metis Global Partners
California
$255K +$273K +5,542 New
MGIA
393
Moneta Group Investment Advisors
Missouri
$250K +$268K +5,438 New
NPFS
394
Novak & Powell Financial Services
Florida
$247K -$14.8K -300 -5%
DCM
395
DGS Capital Management
New Jersey
$242K -$78.1K -1,583 -23%
MWA
396
Medallion Wealth Advisors
Connecticut
$241K +$62.8K +1,272 +32%
GPW
397
Gentry Private Wealth
Kansas
$241K
MWM
398
Maridea Wealth Management
New York
$239K -$46.2K -936 -15%
LFAS
399
Level Four Advisory Services
Texas
$238K -$39.4K -798 -13%
WA
400
Waverly Advisors
Alabama
$238K +$55.4K +1,123 +28%

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.