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Invesco S&P 500 Top 50 ETF

565 hedge funds and large institutions have $5.83B invested in Invesco S&P 500 Top 50 ETF in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 291 increasing their positions, 131 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,304% more call options, than puts

Call options by funds: $3.4M | Put options by funds: $242K

122% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 131

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

21% more capital invested

Capital invested by funds: $4.82B → $5.83B (+$1B)

3% more funds holding

Funds holding: 550565 (+15)

0.83% less ownership

Funds ownership: 52.93%52.1% (-0.83%)

Holders
565
Holders Change
+15
Holders Change %
+2.73%
% of All Funds
7.42%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.53%
New
61
Increased
291
Reduced
131
Closed
33
Calls
$3.4M
Puts
$242K
Net Calls
+$3.15M
Net Calls Change
-$961K
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
251
Sequoia Financial Advisors
Ohio
$1.32M +$42K +768 +3%
PWM
252
Perigon Wealth Management
California
$1.31M -$38.2K -699 -3%
CFB
253
Cullen/Frost Bankers
Texas
$1.31M +$27.7K +506 +2%
BPA
254
Beacon Pointe Advisors
California
$1.29M +$212K +3,885 +21%
RA
255
RFG Advisory
Alabama
$1.29M +$1.22M +22,340 New
LSA
256
Lansing Street Advisors
Pennsylvania
$1.27M -$8.15K -149 -0.7%
SWM
257
Spire Wealth Management
Virginia
$1.27M +$73.3K +1,340 +6%
HH
258
Hilltop Holdings
Texas
$1.26M +$72.7K +1,330 +6%
William Blair & Company
259
William Blair & Company
Illinois
$1.24M -$142K -2,600 -11%
KWS
260
Keystone Wealth Services
California
$1.23M -$85.1K -1,556 -7%
SP
261
Sequent Planning
Nebraska
$1.19M +$87.4K +1,598 +8%
HNB
262
Hilltop National Bank
Wyoming
$1.19M
WA
263
WBH Advisory
Maryland
$1.19M +$547 +10 +0%
MFS
264
Madrona Financial Services
Washington
$1.17M -$41.5K -759 -4%
BAM
265
Belpointe Asset Management
Nevada
$1.17M +$824K +15,067 +284%
ISFAN
266
Investor's Fiduciary Advisor Network
Washington
$1.17M +$573K +10,473 +106%
SOS
267
Silver Oak Securities
Tennessee
$1.17M -$2.22M -40,661 -67%
CWA
268
Clearview Wealth Advisors
Oregon
$1.16M +$144K +2,628 +15%
IAN
269
Integrated Advisors Network
Texas
$1.15M +$179K +3,276 +20%
AFP
270
Ausdal Financial Partners
Iowa
$1.15M +$413K +7,548 +61%
MPIA
271
Milestones Private Investment Advisors
New York
$1.13M +$78.4K +1,433 +8%
WAP
272
Wealthcare Advisory Partners
Pennsylvania
$1.13M -$1.91K -35 -0.2%
KLCM
273
KG&L Capital Management
Louisiana
$1.12M -$52K -951 -5%
SFG
274
Snider Financial Group
Washington
$1.1M +$22.2K +406 +2%
KV
275
Kickstand Ventures
New York
$1.09M +$565K +10,326 +119%

XLG Hedge Fund Activity: Q3 2025 in Review

565 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q3 2025, worth a combined $5.83B — up 21% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new XLG positions and 33 closed out — a net gain of 28 holders — while 291 added to existing stakes and 131 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $72.3M. The largest seller was Soundwatch Capital, cutting an estimated $188M.

  • 565 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q3 2025, up from 550 in Q2 2025.
  • Funds reported $5.83B of Invesco S&P 500 Top 50 ETF stock for Q3 2025, up 21% quarter-over-quarter.
  • 61 funds opened new Invesco S&P 500 Top 50 ETF positions in Q3 2025 and 33 closed out, a net change of +28 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $72.3M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q3 2025 was Soundwatch Capital, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2025.