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David Shaw’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

David Shaw’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.54M Buy
+155,798
New +$9.51M ﹤0.01% 1854
2025
Q3 		– Sell
-10,177
Closed -$530K – 4976
2025
Q2 		$530K Buy
10,177
+1,769
+21% +$84.1K ﹤0.01% 3613
2025
Q1 		$387K Buy
+8,408
New +$415K ﹤0.01% 3636
2024
Q4 		– Sell
-11,933
Closed -$567K – 4949
2024
Q3 		$567K Buy
+11,933
New +$548K ﹤0.01% 3629

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

David Shaw's XLG Position: Q2 2026 in Review

David Shaw opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 155,798 shares worth $9.54M. The stake represents ﹤0.01% of the portfolio and ranks #1854 among its holdings. This is a return to the name: David Shaw previously reported a position in XLG as recently as Q2 2025.

David Shaw first reported a position in XLG in Q3 2024 and has held it in 4 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • David Shaw held 155,798 shares of Invesco S&P 500 Top 50 ETF worth $9.54M as of Q2 2026.
  • Invesco S&P 500 Top 50 ETF was a new David Shaw position in Q2 2026.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #1854 holding.
  • David Shaw first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 4 quarters since.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.