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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
Mirae Asset Global Investments
51
Mirae Asset Global Investments
South Korea
$13M -$296K -6,000 -2%
EH
52
Equitable Holdings
New York
$12.9M +$4.89M +99,082 +55%
Citigroup
53
Citigroup
New York
$11.8M +$11.9M +240,461 +1,415%
FFA
54
Farther Finance Advisors
California
$11.8M +$4.29M +86,855 +51%
AAS
55
Asset Allocation Strategies
Michigan
$10.9M +$402K +8,150 +4%
SF
56
Summit Financial
New Jersey
$10.8M +$11.6M +234,925 New
IA
57
IFG Advisory
Georgia
$10.7M +$1.09M +22,147 +11%
CF
58
Centaurus Financial
California
$10.4M +$136K +2,763 +1%
PWM
59
PMG Wealth Management
Illinois
$10.4M +$11.5K +233 +0.1%
PWP
60
Precedent Wealth Partners
Texas
$10.2M +$2.65M +53,661 +32%
TFS
61
Thoroughbred Financial Services
Tennessee
$10.1M +$812K +16,456 +8%
Mariner
62
Mariner
Kansas
$10M +$3.15M +63,877 +41%
KAS
63
Kestra Advisory Services
Texas
$9.97M +$2.4M +48,676 +29%
MF
64
Manchester Financial
California
$9.52M +$10.2M +206,869 New
CF
65
Cyr Financial
Illinois
$9.29M +$16K +324 +0.2%
AI
66
Atria Investments
North Carolina
$9.27M +$5.37M +108,880 +118%
FAIM
67
Financial Advocates Investment Management
Washington
$8.77M -$1.27M -25,759 -12%
AC
68
Avestar Capital
New York
$8.42M -$369K -7,469 -4%
Jane Street
69
Jane Street
New York
$8.42M +$7.37M +149,290 +445%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$8.13M -$986K -19,981 -10%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$8.13M -$154K -3,112 -2%
WIA
72
World Investment Advisors
California
$7.96M -$12.2K -247 -0.1%
PCA
73
Prosperity Capital Advisors
Ohio
$7.78M +$8.3M +168,145 New
NA
74
NewEdge Advisors
Louisiana
$7.62M +$1.81M +36,739 +28%
BHB
75
Bank Hapoalim BM
Israel
$7.58M -$5M -101,275 -38%

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.