XLG icon

Invesco S&P 500 Top 50 ETF

559 hedge funds and large institutions have $5.78B invested in Invesco S&P 500 Top 50 ETF in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 129 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.4M
Puts
$242K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
301
Empower Advisory Group
Colorado
$814K
IWM
302
IHT Wealth Management
Illinois
$807K
FEM
303
Fulcrum Equity Management
Texas
$798K
Corient Private Wealth
304
Corient Private Wealth
Florida
$786K
AC
305
Avant Capital
Louisiana
$777K
NSIM
306
North Star Investment Management
Illinois
$774K
UAG
307
United Advisor Group
Ohio
$769K
CW
308
CreativeOne Wealth
Kansas
$769K
EAM
309
Empirical Asset Management
Massachusetts
$768K
SAM
310
Summit Asset Management
Tennessee
$753K
RFA
311
Resurgent Financial Advisors
Georgia
$750K
EWA
312
Emergent Wealth Advisors
New York
$746K
JIC
313
Joel Isaacson & Co
New York
$727K
FMWA
314
Forvis Mazars Wealth Advisors
Missouri
$724K
NAS
315
NWF Advisory Services
California
$716K
AQR Capital Management
316
AQR Capital Management
Connecticut
$710K
KCFA
317
Key Client Fiduciary Advisors
New Jersey
$705K
AW
318
Alteri Wealth
California
$694K
FHC
319
First Heartland Consultants
Missouri
$680K
MFG
320
Magnus Financial Group
New York
$677K
BEI
321
Benjamin Edwards Inc
Missouri
$671K
CWMK
322
Caliber Wealth Management (Kansas)
Kansas
$666K
SW
323
SteelPeak Wealth
California
$658K
OFG
324
OmniStar Financial Group
North Carolina
$655K
F4L
325
Fortune 45 LLC
Louisiana
$652K