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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
WCM
451
Winthrop Capital Management
Indiana
$55K
AIC
452
Archer Investment Corporation
Indiana
$53.7K
HT
453
Headlands Technologies
Illinois
$52.7K +$52.5K +1,063 +1,281%
HNB
454
Huntington National Bank
Ohio
$51.2K
LC
455
Luminist Capital
Michigan
$50.6K
SFC
456
SYM Financial Corp
Indiana
$50.6K -$52.9K -1,072 -49%
RIL
457
Rothschild Investment LLC
Illinois
$46K
PMFA
458
Plante Moran Financial Advisors
Michigan
$43.7K
FGAM
459
Financial Gravity Asset Management
Texas
$42.8K +$45.9K +930 New
CIBC Private Wealth Group
460
CIBC Private Wealth Group
Georgia
$40.9K -$24.4K -494 -33%
T
461
Transce3nd
Texas
$37.9K -$5.67K -115 -12%
CIAS
462
Capital Investment Advisory Services
North Carolina
$37.8K +$49 +1 +0.1%
PA
463
Parallel Advisors
California
$36.3K -$31.2K -633 -45%
KWM
464
Kiker Wealth Management
Georgia
$34.5K -$12.3K -250 -25%
IHWM
465
Iron Horse Wealth Management
Iowa
$34.5K
PB
466
Pinnacle Bancorp
Nebraska
$33.8K +$2.02K +41 +6%
EWM
467
EPG Wealth Management
Georgia
$31.8K -$69.5K -1,408 -67%
YDMI
468
Y.D. More Investments
Israel
$29.7K +$19.1K +388 +149%
MIM
469
MTM Investment Management
South Carolina
$29.7K +$31.7K +642 New
MEG
470
Millstone Evans Group
Colorado
$29.3K
Russell Investments Group
471
Russell Investments Group
United Kingdom
$28.1K -$4.79K -97 -14%
SC
472
SouthState Corp
Florida
$27.6K +$29.6K +600 New
AA
473
Ancora Advisors
Ohio
$27.4K +$49 +1 +0.2%
HIMS
474
Hager Investment Management Services
New Hampshire
$25.3K -$2.47K -50 -8%
HHGA
475
Halbert Hargrove Global Advisors
California
$23.9K

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.