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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
WIM
201
WealthPlan Investment Management
Nebraska
$2.22M
Brown Advisory
202
Brown Advisory
Maryland
$2.21M +$390K +7,128 +23%
SPI
203
Sutton Place Investors
New York
$2.16M +$979K +17,897 +91%
WFA
204
WMG Financial Advisors
Tennessee
$2.15M -$62K -1,134 -3%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$2.13M +$184K +3,372 +10%
NRI
206
NFP Retirement Inc
California
$2.13M -$31K -567 -2%
RFN
207
RDA Financial Network
Iowa
$2.11M +$710K +12,990 +55%
VCP
208
Verus Capital Partners
Arizona
$2.09M +$1.16M +21,278 +141%
MWP
209
Moller Wealth Partners
$2.09M -$22.5K -411 -1%
CAG
210
Curtis Advisory Group
California
$2.07M +$9.35K +171 +0.5%
GT
211
Greenleaf Trust
Michigan
$2.03M
NS
212
NBC Securities
Alabama
$1.97M +$10.4K +190 +0.6%
HI
213
Harbour Investments
Wisconsin
$1.97M +$807K +14,757 +75%
NAM
214
NTV Asset Management
West Virginia
$1.96M +$16.4K +300 +0.9%
NFG
215
Nations Financial Group
Iowa
$1.96M +$32.4K +592 +2%
CIA
216
Compass Ion Advisors
Pennsylvania
$1.94M +$25.3K +463 +1%
GIA
217
Goodwin Investment Advisory
Georgia
$1.94M
Creative Planning
218
Creative Planning
Kansas
$1.93M -$86.5K -1,582 -5%
DE
219
Diversified Enterprises
Delaware
$1.92M +$70.4K +1,287 +4%
BlackRock
220
BlackRock
New York
$1.9M +$734K +13,428 +69%
BCM
221
Brookstone Capital Management
Illinois
$1.89M +$92.7K +1,696 +5%
NL
222
NWAM LLC
Washington
$1.86M +$930K +17,000 +114%
ACA
223
Aptus Capital Advisors
Alabama
$1.84M +$1.53K +28 +0.1%
FIA
224
Foundations Investment Advisors
Arizona
$1.83M +$755K +13,801 +76%
EFG
225
Ethos Financial Group
Pennsylvania
$1.81M +$13K +238 +0.8%

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.