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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
TWP
426
Triad Wealth Partners
Kansas
$288K -$57.7K -1,055 -17%
FCIM
427
Fairview Capital Investment Management
California
$288K
SG
428
Somerset Group
Minnesota
$288K
GC
429
Grimes & Company
Massachusetts
$288K +$383 +7 +0.1%
WA
430
Wealth Architects
California
$286K +$1.09K +20 +0.4%
Simplex Trading
431
Simplex Trading
Illinois
$286K +$272K +4,979 New
Pathstone Holdings
432
Pathstone Holdings
New Jersey
$283K +$16.4K +300 +6%
GPFA
433
Game Plan Financial Advisors
Ohio
$280K -$115K -2,100 -30%
KLI
434
Kelman-Lazarov Inc
Tennessee
$277K +$55 +1 +0%
FAM
435
Formidable Asset Management
Ohio
$277K +$291K +5,320 New
Northern Trust
436
Northern Trust
Illinois
$276K -$1.14M -20,838 -81%
DAS
437
Dynamic Advisor Solutions
Arizona
$263K -$11.9K -218 -5%
STA
438
Summit Trail Advisors
New York
$262K +$249K +4,560 New
ABC
439
Associated Banc-Corp
Wisconsin
$261K +$248K +4,541 New
BRWA
440
B. Riley Wealth Advisors
Florida
$260K -$280K -5,112 -53%
FA
441
Fortis Advisors
Pennsylvania
$258K +$245K +4,481 New
AG
442
AlTi Global
New York
$254K +$242K +4,419 New
Qube Research & Technologies (QRT)
443
Qube Research & Technologies (QRT)
United Kingdom
$249K -$290K -5,303 -55%
AG
444
AmeriFlex Group
Nevada
$247K -$20.8K -380 -8%
BIG
445
Brookwood Investment Group
Arizona
$241K +$13.1K +240 +6%
BMCM
446
Burns Matteson Capital Management
New York
$240K
AF
447
Allworth Financial
California
$235K +$18.5K +339 +9%
GC
448
GatePass Capital
Ohio
$235K +$223K +4,082 New
PWA
449
Prairie Wealth Advisors
Nebraska
$233K +$328 +6 +0.1%
PSF
450
Pacific Sun Financial
California
$232K -$153K -2,800 -41%

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.