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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
AWM
126
AE Wealth Management
Kansas
$3.4M +$3.02M +61,113 +482%
LJCM
127
Lee Johnson Capital Management
Texas
$3.22M -$99.3K -2,012 -3%
HKIMG
128
Hutchens & Kramer Investment Management Group
Indiana
$3.1M +$29.4K +596 +0.9%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$3.07M -$38.3M -775,883 -93%
SPIA
130
Steward Partners Investment Advisory
New York
$3.03M -$4.94M -100,115 -60%
CWM
131
Copia Wealth Management
Oregon
$3.03M -$21.4K -434 -0.7%
HAS
132
HBW Advisory Services
California
$2.99M -$441K -8,930 -12%
KIA
133
KCM Investment Advisors
California
$2.96M
OC
134
Oppenheimer & Co
New York
$2.96M +$27.3K +554 +0.9%
LFA
135
Laraway Financial Advisors
Minnesota
$2.95M +$85K +1,723 +3%
Truist Financial
136
Truist Financial
North Carolina
$2.94M +$1.69M +34,308 +116%
AAS
137
Ameritas Advisory Services
Nebraska
$2.85M +$364K +7,372 +14%
SCA
138
Snowden Capital Advisors
New York
$2.84M -$1.64M -33,186 -35%
CCAL
139
City Center Advisors LLC
Michigan
$2.83M +$1.71M +34,593 +129%
PG
140
Prostatis Group
Maryland
$2.78M +$2.09M +42,357 +234%
FFN
141
Focus Financial Network
Minnesota
$2.7M +$2.19M +44,358 +311%
AWA
142
Arete Wealth Advisors
Illinois
$2.67M -$957K -19,388 -25%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$2.65M -$54.5K -1,104 -2%
ATPW
144
Ashton Thomas Private Wealth
Arizona
$2.6M +$1.36M +27,570 +96%
VPP
145
Vertex Planning Partners
Illinois
$2.5M +$2.68M +54,359 New
CA
146
Cresta Advisors
Texas
$2.48M -$431K -8,742 -14%
SFS
147
Sowell Financial Services
Arkansas
$2.46M +$395K +8,009 +18%
DIA
148
Dana Investment Advisors
Wisconsin
$2.36M +$108K +2,195 +4%
ML
149
McAdam LLC
Pennsylvania
$2.34M -$139K -2,821 -5%
P
150
&Partners
Tennessee
$2.33M -$115K -2,340 -4%

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.