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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
EFG
201
Elios Financial Group
Ohio
$1.5M +$46.1K +934 +3%
DE
202
Diversified Enterprises
Delaware
$1.5M +$11.3K +229 +0.7%
CFG
203
Carr Financial Group
Massachusetts
$1.48M -$520K -10,527 -25%
ACA
204
Aptus Capital Advisors
Alabama
$1.48M -$767K -15,541 -33%
CAG
205
Curtis Advisory Group
California
$1.46M +$1.57M +31,805 New
KIM
206
Kane Investment Management
California
$1.45M -$564K -11,432 -27%
Brown Advisory
207
Brown Advisory
Maryland
$1.44M -$60.6K -1,227 -4%
Tudor Investment Corp
208
Tudor Investment Corp
Connecticut
$1.44M +$450K +9,112 +41%
FWA
209
Flagship Wealth Advisors
Massachusetts
$1.44M +$1.11M +22,500 +259%
MCA
210
Magnolia Capital Advisors
Mississippi
$1.43M
LWA
211
Lifelong Wealth Advisors
Minnesota
$1.42M +$1.52M +30,751 New
BWA
212
BlueChip Wealth Advisors
Georgia
$1.41M +$825K +16,711 +119%
FI
213
FWG Investments
Kentucky
$1.38M -$61.5K -1,246 -4%
AWM
214
Avior Wealth Management
Nebraska
$1.3M -$138K -2,793 -9%
GWP
215
Gen-Wealth Partners
Michigan
$1.29M +$1.38M +27,949 New
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$1.28M -$126K -2,551 -8%
DAS
217
Dynamic Advisor Solutions
Arizona
$1.28M +$1.1M +22,251 +405%
MFG
218
Merit Financial Group
Georgia
$1.23M +$334K +6,775 +34%
AR
219
Apeiron RIA
Texas
$1.22M +$1.02M +20,679 +353%
BCI
220
Brinker Capital Investments
Pennsylvania
$1.2M +$71.5K +1,449 +6%
OPS
221
Orion Portfolio Solutions
Nebraska
$1.2M +$71.5K +1,449 +6%
GS
222
GTS Securities
New York
$1.17M +$1.26M +25,513 New
RRCM
223
Rappaport Reiches Capital Management
Illinois
$1.14M +$231K +4,673 +23%
MA
224
MONECO Advisors
Connecticut
$1.12M -$120K -2,423 -9%
EWA
225
EP Wealth Advisors
California
$1.12M -$296K -6,007 -20%

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.