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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
LFG
476
Larson Financial Group
Missouri
$205K +$50.1K +916 +35%
LLWM
477
Life Line Wealth Management
California
$203K +$193K +3,532 New
WTA
478
Washington Trust Advisors
Massachusetts
$190K
IWA
479
Icon Wealth Advisors
Texas
$185K +$1.53K +28 +0.9%
Fifth Third Bancorp
480
Fifth Third Bancorp
Ohio
$176K +$167K +3,060 New
AIP
481
Alexis Investment Partners
Texas
$165K +$156K +2,860 New
ACA
482
American Capital Advisory
Idaho
$158K
AF
483
Advisornet Financial
Minnesota
$155K +$79.2K +1,448 +117%
SAM
484
S.A. Mason
Michigan
$150K
TSMHT
485
Thurston Springer Miller Herd & Titak
Indiana
$132K -$719K -13,146 -85%
CIBC Private Wealth Group
486
CIBC Private Wealth Group
Georgia
$121K +$59.9K +1,095 +110%
Russell Investments Group
487
Russell Investments Group
United Kingdom
$116K +$26.7K +488 +32%
KFI
488
Key Financial Inc
Pennsylvania
$109K -$3.17K -58 -3%
RFA
489
Register Financial Advisors
Georgia
$102K +$30.1K +550 +45%
RFP
490
Root Financial Partners
California
$101K +$96.2K +1,760 New
CBT
491
Crews Bank & Trust
Florida
$101K
CJ
492
Caitlin John
Michigan
$93.7K +$89.1K +1,629 New
TWC
493
TD Waterhouse Canada
Ontario, Canada
$91.3K
SWP
494
Strategic Wealth Partners
Ohio
$86.5K -$13.6K -249 -14%
GFWA
495
Grey Fox Wealth Advisors
Delaware
$79.1K +$75.2K +1,376 New
MSG
496
Main Street Group
Virginia
$78.8K
MIM
497
MTM Investment Management
South Carolina
$77.4K
AssetMark Inc
498
AssetMark Inc
California
$76.6K +$9.08K +166 +14%
JFA
499
JNBA Financial Advisors
Minnesota
$71.9K
AIC
500
Archer Investment Corporation
Indiana
$71.8K +$2.52K +46 +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.