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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
CFG
376
Cooper Financial Group
California
$447K +$43.6K +797 +11%
BWA
377
BlueChip Wealth Advisors
Georgia
$443K -$623K -11,390 -60%
CFP
378
Catalyst Financial Partners
Massachusetts
$443K +$121K +2,219 +41%
CFG
379
Carr Financial Group
Massachusetts
$442K -$41.1K -752 -9%
Allspring Global Investments
380
Allspring Global Investments
North Carolina
$438K +$416K +7,600 New
PFPT
381
Pinnacle Financial Partners (Tennessee)
Tennessee
$436K -$68.3K -1,249 -14%
GSIAS
382
Garden State Investment Advisory Services
New Jersey
$436K +$4.98K +91 +1%
SSWM
383
Smith Salley Wealth Management
North Carolina
$435K +$656 +12 +0.2%
ESB
384
Essex Savings Bank
Connecticut
$434K
PFS
385
Prospera Financial Services
Texas
$428K +$100K +1,832 +33%
VBCG
386
Valley Brook Capital Group
Pennsylvania
$420K +$5.47K +100 +1%
TCWM
387
Total Clarity Wealth Management
Illinois
$415K +$25.8K +471 +7%
RFA
388
Rollins Financial Advisors
New York
$410K +$34.7K +635 +10%
DC
389
Davenport & Co
Virginia
$403K +$54.7K +1,001 +17%
SAM
390
Secure Asset Management
Michigan
$396K +$37K +676 +11%
UOTTAIMCU
391
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$395K
SHJ
392
Sharkey, Howes & Javer
Colorado
$386K +$367K +6,704 New
NWMG
393
National Wealth Management Group
Ohio
$385K +$366K +6,697 New
SC
394
Soundwatch Capital
Connecticut
$381K -$188M -3,429,684 -100%
RCA
395
Runnymede Capital Advisors
Ohio
$374K
TSS
396
Two Sigma Securities
New York
$367K +$349K +6,379 New
RWA
397
Redhawk Wealth Advisors
Minnesota
$364K +$12.7K +233 +4%
BONH
398
Bank of New Hampshire
New Hampshire
$364K
HP
399
Holistic Planning
Texas
$362K -$2.52K -46 -0.7%
TIAA Trust, National Association
400
TIAA Trust, National Association
North Carolina
$359K -$60.6K -1,109 -15%

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.