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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
TCM
401
Traynor Capital Management
Pennsylvania
$356K +$338K +6,190 New
PPW
402
Parcion Private Wealth
Washington
$356K
DS
403
DRW Securities
Illinois
$351K
CCWM
404
Cassaday & Co Wealth Management
Virginia
$346K +$54.7K +1,000 +20%
AP
405
Americana Partners
Texas
$342K
Neuberger Berman Group
406
Neuberger Berman Group
New York
$341K +$98.6K +1,803 +44%
SIA
407
Soltis Investment Advisors
Utah
$338K +$321K +5,873 New
MP
408
McDonald Partners
Ohio
$336K -$246K -4,496 -43%
FA
409
Fiduciary Alliance
South Carolina
$332K -$23.1K -422 -7%
WDL
410
Well Done LLC
Michigan
$329K
AA
411
Advisory Alpha
Michigan
$317K -$1.75K -32 -0.6%
EFG
412
Embree Financial Group
Illinois
$317K
MIFH
413
Migdal Insurance & Financial Holdings
Israel
$313K +$51.4K +940 +21%
FFWM
414
Future Financial Wealth Management
Ohio
$313K -$47.2K -863 -14%
NPFS
415
Novak & Powell Financial Services
Florida
$309K
PSCM
416
Per Stirling Capital Management
Texas
$307K +$53.2K +973 +22%
MWM
417
MinichMacGregor Wealth Management
New York
$306K +$291K +5,319 New
KWA
418
Kingswood Wealth Advisors
California
$303K +$62.5K +1,143 +28%
MWA
419
Medallion Wealth Advisors
Connecticut
$302K +$1.2K +22 +0.4%
GPW
420
Gentry Private Wealth
Kansas
$301K
KNFPWM
421
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$298K -$85.4K -1,562 -23%
WA
422
Waddell & Associates
Tennessee
$292K
AWM
423
Aviso Wealth Management
Washington
$292K +$25.3K +462 +10%
GWM
424
Geneos Wealth Management
Colorado
$292K +$13.1K +239 +5%
LFAS
425
Level Four Advisory Services
Texas
$291K +$10.5K +192 +4%

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.