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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
PSCM
426
Per Stirling Capital Management
Texas
$204K -$2.04M -41,374 -90%
CW
427
CreativeOne Wealth
Kansas
$203K -$561K -11,361 -72%
PIS
428
POM Investment Strategies
North Carolina
$198K -$11.9M -240,796 -98%
HBW
429
Hazlett, Burt & Watson
West Virginia
$198K +$76.7K +1,555 +58%
Barclays
430
Barclays
United Kingdom
$184K
WTA
431
Washington Trust Advisors
Massachusetts
$152K
IWA
432
Icon Wealth Advisors
Texas
$146K +$156K +3,166 New
SAM
433
S.A. Mason
Michigan
$143K
Qube Research & Technologies (QRT)
434
Qube Research & Technologies (QRT)
United Kingdom
$134K -$226K -4,585 -61%
GT
435
Glenmede Trust
Pennsylvania
$133K
ACA
436
American Capital Advisory
Idaho
$127K
CCM
437
Coldstream Capital Management
Washington
$126K +$135K +2,741 New
CA
438
Continuum Advisory
Idaho
$109K
RFA
439
Register Financial Advisors
Georgia
$107K
SWC
440
Spectrum Wealth Counsel
Indiana
$84.5K -$15.3K -310 -14%
KFI
441
Key Financial Inc
Pennsylvania
$83.8K
CBT
442
Crews Bank & Trust
Florida
$80.5K
CWP
443
Concord Wealth Partners
Virginia
$75.3K -$8K -162 -9%
SIS
444
Sound Income Strategies
Florida
$73.2K +$67K +1,357 +582%
GJIA
445
Glass Jacobson Investment Advisors
Maryland
$68.4K
GSWM
446
Golden State Wealth Management
California
$67.3K +$14.9K +302 +26%
CA
447
CoreCap Advisors
Michigan
$63.1K +$67.7K +1,372 New
MSG
448
Main Street Group
Virginia
$63K
Group One Trading
449
Group One Trading
Illinois
$61.9K +$56.5K +1,145 +573%
S
450
SignatureFD
Georgia
$57K

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.