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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
SPAS
351
Spectrum Planning & Advisory Services
California
$565K +$144K +2,637 +37%
BWP
352
Balboa Wealth Partners
Arizona
$564K +$8.31K +152 +2%
EM
353
ELCO Management
New York
$561K +$38.3K +700 +8%
IAS
354
Insigneo Advisory Services
Florida
$560K -$14.8K -271 -3%
BRWM
355
Blue Rock Wealth Management
North Carolina
$558K -$38.3K -700 -7%
WPC
356
Wedmont Private Capital
Pennsylvania
$557K
LJCM
357
Lee Johnson Capital Management
Texas
$549K +$522K +9,549 New
SC
358
Savant Capital
Illinois
$538K
RPGNY
359
Retirement Planning Group (New York)
New York
$533K +$507K +9,272 New
WA
360
Wealth Alliance
New York
$530K +$504K +9,217 New
FFA
361
Founders Financial Alliance
North Carolina
$524K +$19.6K +359 +4%
CCA
362
Cadent Capital Advisors
Oklahoma
$521K +$495K +9,056 New
MPWT
363
MassMutual Private Wealth & Trust
Connecticut
$513K +$19.1K +349 +4%
MIA
364
MainStreet Investment Advisors
Illinois
$493K
IRC
365
Investors Research Corp
Georgia
$488K +$76.3K +1,395 +20%
DC
366
Darrow Company
Massachusetts
$487K
WFS
367
WealthGarden F.S.
California
$484K +$221K +4,041 +94%
SMC
368
Smith, Moore & Co
Missouri
$484K
MA
369
Mezzasalma Advisors
New Jersey
$484K
GFPC
370
Global Financial Private Client
Florida
$473K +$547 +10 +0.1%
PNC Financial Services Group
371
PNC Financial Services Group
Pennsylvania
$469K -$92.3K -1,688 -17%
CWG
372
Cornerstone Wealth Group
North Carolina
$468K
BJL
373
Brighton Jones LLC
Washington
$463K +$44.6K +816 +11%
ECM
374
Evergreen Capital Management
Washington
$461K
SPWG
375
Syntegra Private Wealth Group
Missouri
$457K +$434K +7,941 New

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.