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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
SAM
276
Smartleaf Asset Management
Massachusetts
$1.09M +$532K +9,732 +104%
HWM
277
Horizon Wealth Management
Illinois
$1.08M -$11.1K -203 -1%
CWA
278
Capital Wealth Alliance
Arizona
$1.08M +$359K +6,565 +54%
DFA
279
Davies Financial Advisors
California
$1.07M -$14.2K -260 -1%
SAM
280
Synergy Asset Management
Washington
$1.05M +$711K +13,005 +202%
GDP
281
Great Diamond Partners
Maine
$1.04M +$2.68K +49 +0.3%
EWM
282
Evolution Wealth Management
Florida
$1.03M -$85.4K -1,562 -8%
NFSG
283
Newbridge Financial Services Group
Florida
$1.03M -$37.3K -682 -4%
MWA
284
MN Wealth Advisors
Kansas
$1.01M +$474K +8,677 +98%
VA
285
VestGen Advisors
Illinois
$1M +$350K +6,396 +58%
TWP
286
Tempus Wealth Planning
California
$989K +$412K +7,543 +78%
CCG
287
Catalina Capital Group
California
$984K +$379K +6,938 +68%
MSFS
288
Main Street Financial Solutions
Pennsylvania
$978K +$170K +3,107 +22%
SF
289
Synovus Financial
Georgia
$978K +$406K +7,434 +78%
CA
290
CoreCap Advisors
Michigan
$959K +$350K +6,396 +62%
SHA
291
Seneca House Advisors
Virginia
$948K +$11.8K +215 +1%
LA
292
LexAurum Advisors
Kansas
$939K +$68.4K +1,251 +8%
MWM
293
Maripau Wealth Management
Indiana
$929K +$437K +7,999 +98%
MG
294
Mather Group
Illinois
$927K
IA
295
IFP Advisors
Florida
$926K +$10.4K +190 +1%
DSCM
296
Del-Sette Capital Management
New York
$924K +$6.01K +110 +0.7%
CWP
297
Cyndeo Wealth Partners
Florida
$875K +$5.69K +104 +0.7%
FCA
298
Fortis Capital Advisors
Kansas
$869K +$826K +15,101 New
MCA
299
MSH Capital Advisors
Arizona
$868K +$382K +6,980 +86%
BFG
300
Beacon Financial Group
Texas
$859K +$234K +4,276 +40%

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.