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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
SL
551
Salomon & Ludwin
Virginia
$7.19K -$328 -6 -5%
CI
552
CX Institutional
Indiana
$7K
JHCP
553
Jackson Hole Capital Partners
Oklahoma
$6.79K +$6.45K +118 New
ADL
554
Asset Dedication LLC
California
$6.62K
KFP
555
Keener Financial Planning
Texas
$6K
National Bank of Canada
556
National Bank of Canada
Quebec, Canada
$3.85K -$109 -2 -3%
WWMSC
557
Wagner Wealth Management (South Carolina)
South Carolina
$3.84K
WCM
558
Weaver Capital Management
Georgia
$3.39K -$601 -11 -16%
CFO
559
CVA Family Office
Colorado
$2.59K
KFP
560
Kerr Financial Planning
California
$1.53K +$1.42K +26 New
T
561
Tidemark
California
$1.52K
CAM
562
Creekmur Asset Management
Illinois
$1.21K
CPG
563
Cornerstone Planning Group
New Jersey
$1.19K +$1.09K +20 New
KWM
564
Kiker Wealth Management
Georgia
$805 -$40.2K -736 -98%
TFA
565
Toth Financial Advisory
Virginia
$633
BNP Paribas Financial Markets
566
BNP Paribas Financial Markets
France
$230 -$2.19K -40 -91%
BC
567
Bricktown Capital
Michigan
-$14.8M -283,766 Closed
Marshall Wace
568
Marshall Wace
United Kingdom
-$7.12M -136,616 Closed
MCA
569
Magnolia Capital Advisors
Mississippi
-$1.62M -31,100 Closed
HFA
570
Hershey Financial Advisers
Pennsylvania
-$1.22M -23,335 Closed
LAS
571
Lloyd Advisory Services
Georgia
-$1.2M -23,119 Closed
MGP
572
Metis Global Partners
California
-$1.19M -22,838 Closed
HSBC Holdings
573
HSBC Holdings
United Kingdom
-$1.04M -20,000 Closed
TL
574
Tradewinds LLC
North Carolina
-$991K -19,015 Closed
FFS
575
Founders Financial Securities
Maryland
-$864K -16,582 Closed

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.