XLG icon

Invesco S&P 500 Top 50 ETF

553 hedge funds and large institutions have $5.75B invested in Invesco S&P 500 Top 50 ETF in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 283 increasing their positions, 128 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.4M
Puts
$242K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
176
WealthPLAN Partners
Nebraska
$2.87M
PWA
177
Portus Wealth Advisors
North Carolina
$2.82M
BC
178
Bulwark Capital
Florida
$2.8M
SSW
179
Smith Shellnut Wilson
Mississippi
$2.8M
CA
180
Cresta Advisors
Texas
$2.79M
SFC
181
Summit Financial Consulting
Michigan
$2.79M
WCM
182
WealthTrak Capital Management
Virginia
$2.64M
MAMG
183
Milestone Asset Management Group
Connecticut
$2.63M
CWMGO
184
Capstone Wealth Management Group (Oregon)
Oregon
$2.54M
SC
185
Sapient Capital
Indiana
$2.52M
Fidelity Investments
186
Fidelity Investments
Massachusetts
$2.51M
WS
187
Wedbush Securities
California
$2.49M
CCFM
188
Clear Creek Financial Management
Washington
$2.49M
Comerica Bank
189
Comerica Bank
Texas
$2.47M
LAS
190
LWM Advisory Services
Florida
$2.46M
ML
191
McAdam LLC
Pennsylvania
$2.39M
BCI
192
Brinker Capital Investments
Pennsylvania
$2.32M
MWA
193
Merkkuri Wealth Advisors
New York
$2.28M
BW
194
Balance Wealth
Ohio
$2.27M
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$2.23M
WAM
196
Walker Asset Management
Missouri
$2.22M
WIM
197
WealthPlan Investment Management
Nebraska
$2.22M
Brown Advisory
198
Brown Advisory
Maryland
$2.21M
SPI
199
Sutton Place Investors
New York
$2.16M
WFA
200
WMG Financial Advisors
Tennessee
$2.15M