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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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$20.7M -$1.26M -23,006 -6%
ATS
52
Ashton Thomas Securities
New York
$20.2M +$11.2M +204,097 +139%
EH
53
Equitable Holdings
New York
$19.1M +$3.85M +70,404 +27%
OWA
54
One Wealth Advisors
California
$18.8M +$9.65M +176,508 +117%
CIAS
55
CFS Investment Advisory Services
New Jersey
$17.7M +$7.93M +145,096 +92%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$17.7M +$493K +9,010 +3%
SF
57
Summit Financial
New Jersey
$17.2M +$4.91M +89,844 +43%
SWM
58
Segment Wealth Management
Texas
$17M -$221K -4,041 -1%
Goldman Sachs
59
Goldman Sachs
New York
$16.1M -$3.59M -65,707 -19%
FFA
60
Farther Finance Advisors
California
$15.9M +$1.11M +20,255 +8%
KFGK
61
Keystone Financial Group (Kentucky)
Kentucky
$15.9M +$5.91M +108,163 +65%
IA
62
IFG Advisory
Georgia
$15.7M +$1.45M +26,457 +11%
BHB
63
Bank Hapoalim BM
Israel
$15.1M +$5.32M +97,275 +59%
SP
64
Stonebrook Private
Michigan
$14.6M +$8.4M +153,554 +152%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$14.5M +$4.25M +77,712 +45%
PIS
66
POM Investment Strategies
North Carolina
$14.2M +$2.49M +45,588 +23%
SFS
67
Security Financial Services
Indiana
$14M +$10.6M +193,672 +388%
CF
68
Cyr Financial
Illinois
$14M +$472K +8,639 +4%
NA
69
NewEdge Advisors
Louisiana
$13.7M +$1.13M +20,600 +9%
OCM
70
One Capital Management
California
$13.7M -$2.64M -48,286 -17%
Mariner
71
Mariner
Kansas
$13.7M +$2.11M +38,654 +19%
PWM
72
PMG Wealth Management
Illinois
$13.2M +$32.5K +594 +0.3%
SWP
73
ShoreHaven Wealth Partners
New Jersey
$13M +$4.51M +82,389 +57%
OIA
74
OneDigital Investment Advisors
Kansas
$12.5M -$277K -5,073 -2%
PWP
75
Precedent Wealth Partners
Texas
$12.1M +$117K +2,131 +1%

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.