We are live on ! Find out more
XLG icon

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
Stifel Financial
26
Stifel Financial
Missouri
$53.2M +$577K +10,547 +1%
CA
27
Clearstead Advisors
Ohio
$51.6M -$1.11M -20,332 -2%
Two Sigma Investments
28
Two Sigma Investments
New York
$51M -$33.2M -606,800 -41%
MML Investors Services
29
MML Investors Services
Massachusetts
$44.9M -$587K -10,732 -1%
DFG
30
Demars Financial Group
Washington
$44.1M +$1.59M +29,058 +4%
HighTower Advisors
31
HighTower Advisors
Illinois
$41.6M +$2.21M +40,333 +6%
PAG
32
Private Advisor Group
New Jersey
$38.8M -$35.7M -652,301 -49%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$37.7M +$6.66M +121,793 +23%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$32.6M +$5.16M +94,457 +20%
AF
35
Apexium Financial
Texas
$32.3M +$292K +5,345 +1%
PCA
36
Prosperity Capital Advisors
Ohio
$31.3M +$15.9M +290,477 +115%
CWM
37
Cedar Wealth Management
California
$31.2M +$3.53M +64,506 +14%
SWP
38
Stratos Wealth Partners
Ohio
$28.9M +$1.34M +24,527 +5%
GIA
39
Gladstone Institutional Advisory
Florida
$28.6M -$421K -7,705 -2%
QFA
40
Quattro Financial Advisors
Texas
$27.1M -$453K -8,277 -2%
IWC
41
Integrated Wealth Concepts
Massachusetts
$24.8M -$10.9M -199,598 -32%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$24.2M -$3.4M -62,222 -13%
HGWM
43
Horst & Graben Wealth Management
Oregon
$23.3M +$11.9M +217,550 +116%
PWA
44
Physician Wealth Advisors
Utah
$23.1M +$11.8M +216,171 +117%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$22.6M +$99.5K +1,820 +0.5%
KAS
46
Kestra Advisory Services
Texas
$21.8M +$3.06M +55,941 +17%
GRP
47
Global Retirement Partners
California
$21.7M +$2.49M +45,567 +14%
Mirae Asset Global Investments
48
Mirae Asset Global Investments
South Korea
$21.2M -$11.6M -212,964 -37%
CWAF
49
Core Wealth Advisors (Florida)
Florida
$21.2M +$371K +6,787 +2%
Citigroup
50
Citigroup
New York
$21.1M +$2.44M +44,669 +14%

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.