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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
LFA
151
Laraway Financial Advisors
Minnesota
$3.89M +$129K +2,351 +4%
CCAL
152
City Center Advisors LLC
Michigan
$3.85M +$663K +12,127 +22%
MYIA
153
Mount Yale Investment Advisors
Colorado
$3.81M +$3.63M +66,322 New
VAS
154
Vestmark Advisory Solutions
Massachusetts
$3.81M +$3.63M +66,322 New
TCG
155
Transcendent Capital Group
Oklahoma
$3.73M +$3.55M +64,897 New
GFA
156
Gallagher Fiduciary Advisors
Illinois
$3.69M +$1.7K +31 +0%
BIG
157
Bush Investment Group
Georgia
$3.64M +$1.76M +32,272 +104%
Focus Partners Wealth
158
Focus Partners Wealth
Massachusetts
$3.6M -$157K -2,878 -4%
AIM
159
Allen Investment Management
New York
$3.55M
CWM
160
Copia Wealth Management
Oregon
$3.54M -$3.77K -69 -0.1%
SPC
161
Sigma Planning Corp
Michigan
$3.53M -$734K -13,417 -18%
KIA
162
KCM Investment Advisors
California
$3.44M -$137K -2,500 -4%
FRA
163
FFG Retirement Advisors
Colorado
$3.42M +$1.27M +23,194 +64%
LWA
164
Lifelong Wealth Advisors
Minnesota
$3.39M +$387K +7,074 +14%
Fisher Asset Management
165
Fisher Asset Management
Washington
$3.35M -$533K -9,753 -14%
P
166
&Partners
Tennessee
$3.34M +$514K +9,398 +19%
FWP
167
Firethorn Wealth Partners
Georgia
$3.34M +$1.71M +31,275 +117%
SFS
168
Sowell Financial Services
Arkansas
$3.3M -$70.9K -1,296 -2%
FWA
169
Flagship Wealth Advisors
Massachusetts
$3.28M -$142K -2,591 -4%
OC
170
Oppenheimer & Co
New York
$3.25M -$543K -9,933 -15%
IFG
171
Independent Financial Group
California
$3.25M -$87.8K -1,605 -3%
DIA
172
Dana Investment Advisors
Wisconsin
$3.16M +$67.4K +1,233 +2%
JWCA
173
J.W. Cole Advisors
Florida
$3.15M +$183K +3,353 +7%
TRCT
174
Tower Research Capital (TRC)
New York
$3.14M +$2.71M +49,605 +1,012%
AWA
175
Arete Wealth Advisors
Illinois
$3.12M -$139K -2,540 -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.