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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
WP
501
WealthShield Partners
North Carolina
$7.27K
Simplex Trading
502
Simplex Trading
Illinois
$7K -$36.1K -731 -82%
NSG
503
Nalls Sherbakoff Group
Tennessee
$6.9K +$7.4K +150 New
PPA
504
Painted Porch Advisors
California
$5.94K +$6.37K +129 New
National Bank of Canada
505
National Bank of Canada
Quebec, Canada
$5.75K -$1.33K -27 -18%
TAM
506
Tucker Asset Management
Colorado
$5.52K +$5.92K +120 New
AF
507
Advisornet Financial
Minnesota
$5.48K +$5.87K +119 New
ADL
508
Asset Dedication LLC
California
$5.29K
KFP
509
Keener Financial Planning
Texas
$5K +$5.67K +115 New
DFA
510
DHJJ Financial Advisors
Illinois
$4.58K +$2.12K +43 +75%
OSAM
511
O'Shaughnessy Asset Management
Connecticut
$4.46K +$247 +5 +5%
GWSA
512
Global Wealth Strategies & Associates
Colorado
$3.64K +$3.9K +79 New
IFS
513
Intelligent Financial Strategies
Minnesota
$3.59K +$3.85K +78 New
BA
514
Bellwether Advisors
Nebraska
$3.27K +$494 +10 +16%
WCM
515
Weaver Capital Management
Georgia
$3.22K -$839 -17 -20%
WWMSC
516
Wagner Wealth Management (South Carolina)
South Carolina
$3.06K +$49 +1 +2%
PPWM
517
PFG Private Wealth Management
Florida
$2.31K
CFO
518
CVA Family Office
Colorado
$2.07K
SWIM
519
Smallwood Wealth Investment Management
New Jersey
$1.2K +$1.28K +26 New
CAM
520
Creekmur Asset Management
Illinois
$966 +$1.04K +21 New
SC
521
Swan Capital
Florida
$874 +$938 +19 New
CAWM
522
Capital A Wealth Management
Pennsylvania
$552 +$592 +12 New
AAP
523
Arax Advisory Partners
Colorado
$461 +$494 +10 New
IAA
524
Independent Advisor Alliance
North Carolina
-$38.9M -777,780 Closed
WA
525
Win Advisors
Florida
-$8.85M -177,087 Closed

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.