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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
CA
26
Clearstead Advisors
Ohio
$43.1M -$2.14M -43,427 -4%
OCM
27
One Capital Management
California
$42.7M -$1.79M -36,283 -4%
MML Investors Services
28
MML Investors Services
Massachusetts
$35.2M +$3.65M +74,016 +11%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$25.1M -$1.15M -23,340 -4%
SA
30
Sanctuary Advisors
Indiana
$25M +$16.3M +331,278 +157%
AF
31
Apexium Financial
Texas
$24.9M -$138K -2,790 -0.5%
IWC
32
Integrated Wealth Concepts
Massachusetts
$24.5M +$3.78M +76,563 +17%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$24.5M +$8.38M +169,886 +47%
QFA
34
Quattro Financial Advisors
Texas
$24.5M +$2.64M +53,574 +11%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$24.4M -$1.69M -34,339 -6%
CWM
36
Cedar Wealth Management
California
$21.5M +$2.26M +45,878 +11%
HighTower Advisors
37
HighTower Advisors
Illinois
$19.3M -$26.2M -531,490 -56%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$18.6M -$2.86M -57,859 -13%
SWP
39
Stratos Wealth Partners
Ohio
$18.1M -$4.05M -82,139 -17%
CWAF
40
Core Wealth Advisors (Florida)
Florida
$17.3M -$499K -10,116 -3%
AWMS
41
Advocacy Wealth Management Services
Georgia
$16M +$17.2M +348,638 New
Goldman Sachs
42
Goldman Sachs
New York
$15.6M -$37.7M -763,528 -69%
APW
43
Austin Private Wealth
Texas
$15.2M +$16.3M +331,086 New
WGCA
44
Wolf Group Capital Advisors
Virginia
$14.6M +$13.9M +282,448 +792%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$14.5M +$6.7M +135,762 +75%
IA
46
Integrity Alliance
Iowa
$13.9M +$12.8M +258,673 +606%
SWM
47
Segment Wealth Management
Texas
$13.6M -$263K -5,325 -2%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$13.3M +$2.34M +47,367 +20%
OIA
49
OneDigital Investment Advisors
Kansas
$13.2M +$744K +15,082 +6%
BC
50
Bricktown Capital
Michigan
$13.1M

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.