XLG icon

Invesco S&P 500 Top 50 ETF

515 hedge funds and large institutions have $4.62B invested in Invesco S&P 500 Top 50 ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 187 increasing their positions, 156 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $4.59B → $4.62B (+$31.7M)

3.83% less ownership

Funds ownership: 70.19%66.36% (-3.8%)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
515
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$925K
Puts
$230K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGA
151
Fortis Group Advisors
New Jersey
$2.27M
SC
152
Sapient Capital
Indiana
$2.25M
CWMGO
153
Capstone Wealth Management Group (Oregon)
Oregon
$2.22M
MWM
154
McNaughton Wealth Management
California
$2.2M
HWM
155
Hobbs Wealth Management
Indiana
$2.18M
MW
156
Maia Wealth
Colorado
$2.18M
SSW
157
Smith Shellnut Wilson
Mississippi
$2.13M
MAMG
158
Milestone Asset Management Group
Connecticut
$2.02M
NFG
159
Nations Financial Group
Iowa
$2.02M
BCM
160
Brookstone Capital Management
Illinois
$2.02M
MCM
161
M1 Capital Management
Michigan
$1.99M
SOS
162
Silver Oak Securities
Tennessee
$1.97M
TRCT
163
Tower Research Capital (TRC)
New York
$1.96M
Fidelity Investments
164
Fidelity Investments
Massachusetts
$1.95M
LAS
165
LWM Advisory Services
Florida
$1.93M
CCFM
166
Clear Creek Financial Management
Washington
$1.92M
CWM
167
Congress Wealth Management
Massachusetts
$1.9M
SFC
168
Summit Financial Consulting
Michigan
$1.89M
Comerica Bank
169
Comerica Bank
Texas
$1.89M
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
$1.88M
BW
171
Balance Wealth
Ohio
$1.87M
RWA
172
Redhawk Wealth Advisors
Minnesota
$1.85M
JWCA
173
J.W. Cole Advisors
Florida
$1.84M
USCWA
174
U.S. Capital Wealth Advisors
Texas
$1.84M
US Bancorp
175
US Bancorp
Minnesota
$1.83M