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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
OFG
326
OmniStar Financial Group
North Carolina
$655K +$33.8K +619 +6%
F4L
327
Fortune 45 LLC
Louisiana
$652K +$16.7K +306 +3%
SIC
328
Samalin Investment Counsel
New York
$652K +$4.92K +90 +0.8%
FTS
329
Fifth Third Securities
Ohio
$652K -$1.78M -32,638 -74%
CL
330
Choreo LLC
Illinois
$651K +$5.2K +95 +0.8%
CFD
331
Creative Financial Designs
Indiana
$650K -$4.43K -81 -0.7%
TC
332
Trilogy Capital
California
$648K -$83.9K -1,534 -12%
SWM
333
Selective Wealth Management
Virginia
$646K
BAAM
334
Baker Avenue Asset Management
California
$644K +$27.9K +511 +5%
KBFS
335
Kohmann Bosshard Financial Services
Ohio
$638K
LGW
336
Leslie Global Wealth
Illinois
$633K -$315K -5,752 -34%
CA
337
Calton & Associates
Florida
$632K +$163K +2,986 +37%
FWA
338
FOCUS Wealth Advisors
Texas
$628K
MWM
339
Maridea Wealth Management
New York
$621K +$137K +2,513 +31%
Envestnet Portfolio Solutions
340
Envestnet Portfolio Solutions
Illinois
$619K -$387K -7,076 -40%
IA
341
Insight Advisors
Pennsylvania
$616K +$56.8K +1,039 +11%
PWM
342
Partners Wealth Management
California
$611K -$610K -11,155 -51%
KWM
343
Kingsview Wealth Management
Oregon
$606K -$16.3K -298 -3%
MSAM
344
Moloney Securities Asset Management
Missouri
$598K +$48.4K +885 +9%
WA
345
Waverly Advisors
Alabama
$593K +$86.9K +1,589 +18%
GSIS
346
Global Strategic Investment Solutions
Arizona
$579K +$164 +3 +0%
SA
347
Sovran Advisors
California
$578K +$297K +5,434 +128%
GA
348
GFS Advisors
Texas
$578K +$276K +5,050 +101%
CCM
349
Compass Capital Management
Minnesota
$575K +$547K +10,000 New
MCC
350
Money Concepts Capital
Florida
$567K +$16.1K +295 +3%

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.