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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
US Bancorp
176
US Bancorp
Minnesota
$3.1M +$34.3K +628 +1%
AWE
177
Avidian Wealth Enterprises
Texas
$3.08M +$1.54M +28,205 +112%
LWL
178
Leo Wealth LLC
Texas
$3.06M -$3.97M -72,621 -58%
IFWM
179
Institute for Wealth Management
Colorado
$2.98M -$173K -3,166 -6%
WP
180
WealthPLAN Partners
Nebraska
$2.87M +$1.46M +26,665 +115%
PWA
181
Portus Wealth Advisors
North Carolina
$2.82M +$2.68M +49,053 New
BC
182
Bulwark Capital
Florida
$2.8M
SSW
183
Smith Shellnut Wilson
Mississippi
$2.8M +$123K +2,249 +5%
CA
184
Cresta Advisors
Texas
$2.79M +$53.6K +980 +2%
SFC
185
Summit Financial Consulting
Michigan
$2.79M +$174K +3,175 +7%
WCM
186
WealthTrak Capital Management
Virginia
$2.64M +$1.68M +30,762 +202%
MAMG
187
Milestone Asset Management Group
Connecticut
$2.63M +$85.3K +1,560 +4%
CWMGO
188
Capstone Wealth Management Group (Oregon)
Oregon
$2.54M -$11.2K -205 -0.5%
SC
189
Sapient Capital
Indiana
$2.52M
Fidelity Investments
190
Fidelity Investments
Massachusetts
$2.51M +$40.7K +745 +2%
WS
191
Wedbush Securities
California
$2.49M +$303K +5,544 +15%
CCFM
192
Clear Creek Financial Management
Washington
$2.49M +$109K +1,997 +5%
Comerica Bank
193
Comerica Bank
Texas
$2.47M -$88.5K -1,618 -4%
LAS
194
LWM Advisory Services
Florida
$2.46M +$420K +7,673 +22%
ML
195
McAdam LLC
Pennsylvania
$2.39M -$118K -2,154 -5%
BCI
196
Brinker Capital Investments
Pennsylvania
$2.32M +$179K +3,273 +9%
MWA
197
Merkkuri Wealth Advisors
New York
$2.28M +$1.12M +20,545 +108%
BW
198
Balance Wealth
Ohio
$2.27M
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$2.23M +$1.18M +21,510 +125%
WAM
200
Walker Asset Management
Missouri
$2.22M +$117K +2,148 +6%

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.