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
PA
76
PFG Advisors
Arizona
$12M +$8.41M +153,876 +278%
TFGT
77
TS Financial Group (TSFG)
Illinois
$11.9M +$6.06M +110,808 +115%
TFS
78
Thoroughbred Financial Services
Tennessee
$11.8M +$1,000K +18,285 +10%
AWM
79
AE Wealth Management
Kansas
$11.5M +$4.06M +74,259 +59%
CF
80
Centaurus Financial
California
$11.4M -$244K -4,462 -2%
AC
81
Avestar Capital
New York
$11.2M -$833K -15,229 -7%
HCP
82
Holt Capital Partners
Texas
$10.8M +$2.02M +37,030 +24%
CWMGP
83
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$10.4M +$9.89M +180,861 New
Tudor Investment Corp
84
Tudor Investment Corp
Connecticut
$10.4M +$9.88M +180,752 New
WIA
85
World Investment Advisors
California
$10.2M -$911K -16,667 -9%
MW
86
Maia Wealth
Colorado
$10.1M +$4.96M +90,734 +117%
PAS
87
Park Avenue Securities
New York
$10M +$3M +54,942 +46%
JF
88
JSF Financial
California
$9.82M -$24.4K -446 -0.3%
VPP
89
Vertex Planning Partners
Illinois
$9.76M +$4.68M +85,572 +102%
CPRC
90
Consolidated Portfolio Review Corp
New York
$9.68M +$2.47M +45,236 +37%
AI
91
Atria Investments
North Carolina
$9.48M -$1.58M -28,974 -15%
AAS
92
Asset Allocation Strategies
Michigan
$9.4M -$2.01M -36,732 -18%
USCWA
93
U.S. Capital Wealth Advisors
Texas
$9.33M +$5.23M +95,665 +144%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$9.32M +$2.99M +54,715 +51%
MWM
95
McNaughton Wealth Management
California
$9.16M +$3.88M +71,032 +81%
JIC
96
Johnson Investment Counsel
Ohio
$9.03M -$48.9K -895 -0.6%
CIA
97
Concurrent Investment Advisors
Florida
$8.97M +$845K +15,446 +11%
HWM
98
Hobbs Wealth Management
Indiana
$8.93M +$4.09M +74,834 +93%
MFA
99
Mayflower Financial Advisors
Massachusetts
$8.7M +$4.6M +84,147 +125%
SWA
100
Stratos Wealth Advisors
Ohio
$8.51M +$283K +5,168 +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.