XLG icon

Invesco S&P 500 Top 50 ETF

633 hedge funds and large institutions have $6.04B invested in Invesco S&P 500 Top 50 ETF in 2025 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 261 increasing their positions, 160 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.52M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
326
IFP Advisors
Florida
$899K
CWP
327
Cyndeo Wealth Partners
Florida
$898K
FCA
328
Fortis Capital Advisors
Kansas
$898K
AFP
329
Ausdal Financial Partners
Iowa
$897K
PWM
330
Parkway Wealth Management
Texas
$868K
GFG
331
Goldstone Financial Group
Illinois
$864K
KCM
332
Kathmere Capital Management
Pennsylvania
$857K
EW
333
Evoke Wealth
California
$850K
RFA
334
Resurgent Financial Advisors
Georgia
$838K
AC
335
Avant Capital
Louisiana
$832K
RL
336
Retireful LLC
Michigan
$814K
NSIM
337
North Star Investment Management
Illinois
$798K
Empower Advisory Group
338
Empower Advisory Group
Colorado
$792K
WWA
339
WCG Wealth Advisors
Nevada
$782K
UAG
340
United Advisor Group
Ohio
$780K
MGWM
341
Marks Group Wealth Management
Minnesota
$777K
SAM
342
Summit Asset Management
Tennessee
$776K
AW
343
Alteri Wealth
California
$755K
JIC
344
Joel Isaacson & Co
New York
$750K
IAA
345
Independent Advisor Alliance
North Carolina
$750K
MFG
346
Magnus Financial Group
New York
$743K
AAP
347
Arax Advisory Partners
Colorado
$742K
Susquehanna International Group
348
Susquehanna International Group
Pennsylvania
$738K
NAS
349
NWF Advisory Services
California
$738K
FMWA
350
Forvis Mazars Wealth Advisors
Missouri
$737K