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Invesco S&P 500 Top 50 ETF

582 hedge funds and large institutions have $5.08B invested in Invesco S&P 500 Top 50 ETF in 2026 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 184 increasing their positions, 223 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 47

18% more capital invested

Capital invested by funds: $4.29B → $5.08B (+$785M)

4.79% more ownership

Funds ownership: 43.67%48.47% (+4.8%)

3% more funds holding

Funds holding: 564582 (+18)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

17% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 223

Holders
582
Holders Change
+18
Holders Change %
+3.19%
% of All Funds
7.03%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.25%
New
71
Increased
184
Reduced
223
Closed
47
Calls
$3.8M
Puts
Net Calls
+$3.8M
Net Calls Change
-$2M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$14.7M +$245K +4,010 +2%
IWC
52
Integrated Wealth Concepts
Massachusetts
$14.5M -$16.9K -277 -0.1%
GRWP
53
Green Ridge Wealth Planning
New Jersey
$14M +$398K +6,514 +3%
TFS
54
Thoroughbred Financial Services
Tennessee
$13.5M -$487K -7,974 -3%
CF
55
Centaurus Financial
California
$12.9M -$295K -4,828 -2%
EPG
56
Estate Planners Group
Pennsylvania
$12.8M +$254K +4,164 +2%
NA
57
NewEdge Advisors
Louisiana
$12.3M +$689K +11,289 +6%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$12.2M -$457K -7,492 -4%
KAS
59
Kestra Advisory Services
Texas
$11.7M -$18M -294,717 -61%
JF
60
JSF Financial
California
$11.4M +$463K +7,586 +4%
SF
61
Summit Financial
New Jersey
$11.1M -$1.63M -26,687 -13%
LFS
62
Lighthouse Financial Services
California
$10.8M +$244K +3,995 +2%
SF
63
Seros Financial
Arizona
$10.8M +$222K +3,636 +2%
VR
64
Vision Retirement
New Jersey
$10.7M +$267K +4,371 +3%
KAS
65
KPP Advisory Services
Kentucky
$10.6M +$414K +6,785 +4%
PWP
66
Precedent Wealth Partners
Texas
$10.6M -$106K -1,744 -1%
MOS
67
MGO One Seven
Ohio
$9.69M +$7.77M +127,204 +409%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$9.54M +$9.51M +155,798 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$9.31M -$297K -4,865 -3%
CIA
70
Concurrent Investment Advisors
Florida
$9.09M +$447K +7,320 +5%
JIC
71
Johnson Investment Counsel
Ohio
$9.06M -$147K -2,400 -2%
AAS
72
Ameritas Advisory Services
Nebraska
$9.06M +$9.03M +147,911 New
WIA
73
World Investment Advisors
California
$8.97M -$17.1K -280 -0.2%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$8.63M -$3.09M -50,553 -26%
DADC
75
D.A. Davidson & Co
Montana
$8.54M +$138K +2,260 +2%

XLG Hedge Fund Activity: Q2 2026 in Review

582 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q2 2026, worth a combined $5.08B — up 18% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new XLG positions and 47 closed out — a net gain of 24 holders — while 184 added to existing stakes and 223 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $393M. The largest seller was UBS Group, cutting an estimated $33.5M.

  • 582 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q2 2026, up from 564 in Q1 2026.
  • Funds reported $5.08B of Invesco S&P 500 Top 50 ETF stock for Q2 2026, up 18% quarter-over-quarter.
  • 71 funds opened new Invesco S&P 500 Top 50 ETF positions in Q2 2026 and 47 closed out, a net change of +24 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q2 2026 was JP Morgan Chase, an estimated $393M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q2 2026 was UBS Group, an estimated $33.5M sold.

Based on aggregated 13F filings for Q2 2026.