We are live on ! Find out more
XLG icon

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
CFG
551
Citizens Financial Group
Rhode Island
-$215K -4,301 Closed
VFA
552
Valeo Financial Advisors
Indiana
-$214K -4,293 Closed
BMCM
553
Burns Matteson Capital Management
New York
-$208K -4,170 Closed
SIA
554
SeaBridge Investment Advisors
New Jersey
-$207K -4,146 Closed
RFN
555
Redwood Financial Network
Ohio
-$206K -4,120 Closed
Neuberger Berman Group
556
Neuberger Berman Group
New York
-$204K -4,090 Closed
AIP
557
Alexis Investment Partners
Texas
-$164K -3,290 Closed
OC
558
Oarsman Capital
Wisconsin
-$105K -2,096 Closed
RIA
559
Realta Investment Advisors
Delaware
-$71.5K -1,415 Closed
DRP
560
Decker Retirement Planning
Utah
-$34.5K -690 Closed
CJ
561
Caitlin John
Michigan
-$22.5K -451 Closed
CMA
562
Cedar Mountain Advisors
Oregon
-$17.1K -342 Closed
CAS
563
Coppell Advisory Solutions
Texas
-$17.1K -340 Closed
TCG
564
Transcendent Capital Group
Oklahoma
-$8.97K -180 Closed
CAL
565
Capital Analysts LLC
Pennsylvania
-$8K -157 Closed
CMP
566
Coston McIsaac & Partners
Maine
-$6K -137 Closed
NP
567
NorthRock Partners
Minnesota
-$6.5K -130 Closed
MLA
568
MB, Levis & Associates
Pennsylvania
-$6.14K -123 Closed
NRWA
569
North Ridge Wealth Advisors
Oregon
-$5.7K -114 Closed
SIM
570
Synergy Investment Management
Florida
-$5K -100 Closed
EW
571
Element Wealth
Mississippi
-$1.04K -21 Closed
Optiver Holding
572
Optiver Holding
Netherlands
-$849 -17 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.