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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
LA
451
Lifeworks Advisors
Michigan
$232K
PIA
452
Perennial Investment Advisors
California
$231K +$219K +4,012 New
Barclays
453
Barclays
United Kingdom
$230K
Luther King Capital Management (LKCM)
454
Luther King Capital Management (LKCM)
Texas
$230K
CG
455
Clarus Group
Texas
$230K +$219K +4,000 New
EW
456
Evoke Wealth
California
$229K +$218K +3,980 New
First Trust Advisors
457
First Trust Advisors
Illinois
$227K +$216K +3,953 New
V
458
ViaWealth
Kansas
$227K
CWM
459
Centric Wealth Management
Illinois
$226K
EFS
460
Essex Financial Services
Connecticut
$226K
EWA
461
EverSource Wealth Advisors
Alabama
$225K +$44.5K +814 +26%
MGIA
462
Moneta Group Investment Advisors
Missouri
$223K -$234K -4,285 -53%
GHA
463
Granite Harbor Advisors
Texas
$221K +$328 +6 +0.2%
CCC
464
Compass Capital Corp
Massachusetts
$220K -$49K -897 -20%
M
465
MATAURO
New York
$220K +$209K +3,825 New
DCM
466
DGS Capital Management
New Jersey
$215K -$44.1K -807 -18%
Vanguard Group
467
Vanguard Group
Pennsylvania
$214K +$203K +3,715 New
VFA
468
Valeo Financial Advisors
Indiana
$214K +$203K +3,714 New
WMA
469
William Mack & Associates
Michigan
$213K +$203K +3,706 New
HBW
470
Hazlett, Burt & Watson
West Virginia
$211K +$20.5K +375 +12%
EA
471
Eclectic Associates
California
$209K +$199K +3,640 New
IAA
472
Independent Advisor Alliance
North Carolina
$209K +$199K +3,640 New
RFN
473
Redwood Financial Network
Ohio
$209K -$26.8K -490 -12%
BHBT
474
Burke & Herbert Bank & Trust
Virginia
$207K +$197K +3,595 New
SWM
475
Silverlake Wealth Management
Vermont
$205K +$195K +3,565 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.