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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
O3W
301
Omni 360 Wealth
New Jersey
$856K +$308K +5,639 +61%
Cerity Partners
302
Cerity Partners
New York
$838K +$47.9K +876 +6%
Empower Advisory Group
303
Empower Advisory Group
Colorado
$814K +$38.4K +703 +5%
IWM
304
IHT Wealth Management
Illinois
$807K +$183K +3,355 +31%
FEM
305
Fulcrum Equity Management
Texas
$798K +$425K +7,769 +127%
Corient Private Wealth
306
Corient Private Wealth
Florida
$786K +$747K +13,663 New
AC
307
Avant Capital
Louisiana
$777K +$32.5K +594 +5%
NSIM
308
North Star Investment Management
Illinois
$774K +$55 +1 +0%
UAG
309
United Advisor Group
Ohio
$769K -$8.8K -161 -1%
CW
310
CreativeOne Wealth
Kansas
$769K -$1.72M -31,531 -70%
EAM
311
Empirical Asset Management
Massachusetts
$768K +$265K +4,847 +57%
SAM
312
Summit Asset Management
Tennessee
$753K
RFA
313
Resurgent Financial Advisors
Georgia
$750K +$332K +6,066 +87%
EWA
314
Emergent Wealth Advisors
New York
$746K +$126K +2,300 +22%
JIC
315
Joel Isaacson & Co
New York
$727K +$875 +16 +0.1%
FMWA
316
Forvis Mazars Wealth Advisors
Missouri
$724K +$245K +4,487 +55%
NAS
317
NWF Advisory Services
California
$716K +$219 +4 +0%
AQR Capital Management
318
AQR Capital Management
Connecticut
$710K +$124K +2,267 +22%
KCFA
319
Key Client Fiduciary Advisors
New Jersey
$705K +$38.4K +703 +6%
AW
320
Alteri Wealth
California
$694K +$88.9K +1,625 +16%
FHC
321
First Heartland Consultants
Missouri
$680K +$7.16K +131 +1%
MFG
322
Magnus Financial Group
New York
$677K +$226K +4,125 +54%
BEI
323
Benjamin Edwards Inc
Missouri
$671K +$656 +12 +0.1%
CWMK
324
Caliber Wealth Management (Kansas)
Kansas
$666K +$350K +6,399 +123%
SW
325
SteelPeak Wealth
California
$658K

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.