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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
JWCA
176
J.W. Cole Advisors
Florida
$1.84M -$379K -7,686 -16%
USCWA
177
U.S. Capital Wealth Advisors
Texas
$1.84M +$420K +8,502 +27%
US Bancorp
178
US Bancorp
Minnesota
$1.83M +$754K +15,288 +62%
QCM
179
QRG Capital Management
Illinois
$1.82M +$1.95M +39,598 New
NS
180
NBC Securities
Alabama
$1.81M +$1.94M +39,268 +93,495%
PWM
181
Perigon Wealth Management
California
$1.79M +$624K +12,647 +48%
MWP
182
Moller Wealth Partners
$1.77M +$1.68K +34 +0.1%
WFA
183
WMG Financial Advisors
Tennessee
$1.76M -$23.7K -480 -1%
NRI
184
NFP Retirement Inc
California
$1.74M -$43K -872 -2%
TWM
185
Tradition Wealth Management
Minnesota
$1.74M +$1.87M +37,804 New
MA
186
Mutual Advisors
Nebraska
$1.74M +$605K +12,262 +48%
GIA
187
Goodwin Investment Advisory
Georgia
$1.69M -$292K -5,907 -14%
GFG
188
Greystone Financial Group
Michigan
$1.65M -$155K -3,145 -8%
GT
189
Greenleaf Trust
Michigan
$1.62M
MFA
190
Mayflower Financial Advisors
Massachusetts
$1.61M +$1.73M +35,087 New
CAP
191
Columbia Advisory Partners
Washington
$1.61M -$375K -7,593 -18%
CA
192
Cannon Advisors
North Carolina
$1.61M +$18.1K +366 +1%
EFG
193
Ethos Financial Group
Pennsylvania
$1.61M
WAM
194
Walker Asset Management
Missouri
$1.6M +$13.9K +282 +0.8%
FPGT
195
Financial Partners Group (Tennessee)
Tennessee
$1.59M -$218K -4,409 -11%
WS
196
Wedbush Securities
California
$1.58M +$451K +9,142 +36%
NAM
197
NTV Asset Management
West Virginia
$1.56M -$14.8K -300 -0.9%
SAF
198
Smith Anglin Financial
Texas
$1.54M -$20.3K -411 -1%
CIA
199
Compass Ion Advisors
Pennsylvania
$1.53M
Creative Planning
200
Creative Planning
Kansas
$1.52M -$20.7K -419 -1%

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.