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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
JF
76
JSF Financial
California
$7.46M -$5.72M -115,888 -42%
Fisher Asset Management
77
Fisher Asset Management
Washington
$7.36M -$237M -4,801,652 -97%
JIC
78
Johnson Investment Counsel
Ohio
$7.31M -$456K -9,240 -5%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$6.82M +$3.79M +76,896 +108%
KAS
80
KPP Advisory Services
Kentucky
$6.63M -$1.17M -23,649 -14%
DADC
81
D.A. Davidson & Co
Montana
$6.53M +$227K +4,595 +3%
WC
82
Waterloo Capital
Texas
$6.46M -$501K -10,151 -7%
JWM
83
Jackson Wealth Management
Florida
$6.45M -$21.8K -442 -0.3%
SWA
84
Stratos Wealth Advisors
Ohio
$6.32M -$98.5K -1,996 -1%
HCP
85
Holt Capital Partners
Texas
$6.22M +$2.32M +47,087 +53%
GIA
86
Gladstone Institutional Advisory
Florida
$6.15M +$6.26M +126,911 +1,902%
SF
87
Seros Financial
Arizona
$6M -$1.76M -35,686 -21%
KFGK
88
Keystone Financial Group (Kentucky)
Kentucky
$5.6M +$4.85M +98,244 +418%
PWA
89
Physician Wealth Advisors
Utah
$5.57M +$5.97M +121,001 New
CGA
90
Crescent Grove Advisors
Illinois
$5.47M -$96.7K -1,959 -2%
CPRC
91
Consolidated Portfolio Review Corp
New York
$5.45M -$2.15M -43,648 -27%
CFC
92
Client First Capital
California
$5.42M +$1.49M +30,271 +35%
HGWM
93
Horst & Graben Wealth Management
Oregon
$5.35M +$5.74M +116,236 New
LWL
94
Leo Wealth LLC
Texas
$5.33M -$479K -9,703 -8%
PS
95
Principal Securities
Iowa
$5M +$41.9K +850 +0.9%
SWP
96
ShoreHaven Wealth Partners
New Jersey
$4.94M +$2.8M +56,658 +112%
SMA
97
Sage Mountain Advisors
Georgia
$4.89M
PFA
98
Pinnacle Family Advisors
Missouri
$4.88M -$275K -5,567 -5%
MOS
99
MGO One Seven
Ohio
$4.79M -$1.61M -32,531 -24%
OWA
100
One Wealth Advisors
California
$4.78M +$5.13M +103,956 New

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.