Marshall Wace’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Marshall Wace’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
2025 Q3	–	Sell	-136,616	Closed	-$7.12M	–	3485
2025 Q2	$7.12M	Buy	+136,616	New	+$6.5M	0.01%	980
2024 Q4	–	Sell	-12,118	Closed	-$576K	–	3062
2024 Q3	$576K	Sell	12,118 -63,061	-84%	-$2.9M	﹤0.01%	1875
2024 Q2	$3.44M	Sell	75,179 -20,428	-21%	-$877K	﹤0.01%	1146
2024 Q1	$4.03M	Buy	+95,607	New	+$3.85M	0.01%	1087
2023 Q4	–	Sell	-53,291	Closed	-$1.81M	–	2662
2023 Q3	$1.81M	Buy	+53,291	New	+$1.87M	﹤0.01%	1268
2022 Q4	–	Sell	-45,810	Closed	-$1.23M	–	3482
2022 Q3	$1.23M	Buy	+45,810	New	+$1.38M	﹤0.01%	2303
2022 Q1	–	Sell	-18,500	Closed	-$683K	–	4111
2021 Q4	$683K	Buy	18,500 +10,470	+130%	+$373K	﹤0.01%	2650
2021 Q3	$265K	Sell	8,030 -780	-9%	-$26.4K	﹤0.01%	2701
2021 Q2	$287K	Buy	+8,810	New	+$276K	﹤0.01%	2340
2020 Q2	–	Sell	-5,020	Closed	-$98K	–	2002
2020 Q1	$98K	Buy	+5,020	New	+$113K	﹤0.01%	1322

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marshall Wace's XLG Position: Q3 2025 in Review

Marshall Wace sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2025, closing a stake of 136,616 shares — an estimated $7.12M sold.

Marshall Wace first reported a position in XLG in Q1 2020 and held it in 10 quarters. The position peaked at $7.12M in Q2 2025. 566 funds tracked by Wall St. Rank hold XLG as of Q3 2025.

Marshall Wace reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2025 after selling out during the quarter.
Marshall Wace sold 136,616 Invesco S&P 500 Top 50 ETF shares in Q3 2025, an estimated $7.12M.
Marshall Wace first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2020 and held it in 10 quarters.
Marshall Wace's Invesco S&P 500 Top 50 ETF position peaked at $7.12M in Q2 2025.
566 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.