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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
GF
401
Gries Financial
Ohio
$235K -$163K -3,312 -39%
EWA
402
EverSource Wealth Advisors
Alabama
$235K +$3.65K +74 +1%
CC
403
Commons Capital
Massachusetts
$233K -$839K -16,993 -77%
FCIM
404
Fairview Capital Investment Management
California
$230K
SG
405
Somerset Group
Minnesota
$230K
GC
406
Grimes & Company
Massachusetts
$229K -$1.09K -22 -0.4%
WA
407
Wealth Architects
California
$228K
TWP
408
Tempus Wealth Planning
California
$226K +$242K +4,909 New
PCH
409
PGIM Custom Harvest
New Jersey
$225K
FTUS
410
Flow Traders U.S.
New York
$224K +$241K +4,875 New
AF
411
Allworth Financial
California
$223K +$110K +2,238 +83%
V
412
ViaWealth
Kansas
$222K -$5.18K -105 -2%
HF
413
HRT Financial
New York
$222K +$239K +4,837 New
KLI
414
Kelman-Lazarov Inc
Tennessee
$222K +$99 +2 +0%
RFA
415
Resurgent Financial Advisors
Georgia
$221K +$237K +4,797 New
FA
416
Fiduciary Alliance
South Carolina
$219K +$235K +4,757 New
AG
417
AmeriFlex Group
Nevada
$215K +$247 +5 +0.1%
SIC
418
Samalin Investment Counsel
New York
$212K +$197 +4 +0.1%
MFG
419
Magnus Financial Group
New York
$212K +$227K +4,596 New
FEM
420
Fulcrum Equity Management
Texas
$211K +$227K +4,592 New
CFP
421
Catalyst Financial Partners
Massachusetts
$211K +$226K +4,583 New
IRC
422
Investors Research Corp
Georgia
$211K +$84K +1,703 +59%
CGFA
423
Colton Groome Financial Advisors
North Carolina
$211K +$227K +4,600 New
CCC
424
Compass Capital Corp
Massachusetts
$210K -$3.31K -67 -1%
AWM
425
Aviso Wealth Management
Washington
$210K -$66.6K -1,349 -23%

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.